ABB reported record third-quarter order intake of $12.055 billion on Oct. 20, up 40% from a year earlier. Revenue rose 14% to $9.701 billion, while operational EBITA increased 24% to $2.026 billion, giving the company a 20.8% margin. ABB said data-center orders rose by a triple-digit percentage; Reuters described them as more than doubling. [1] [2]

Power equipment for AI facilities

The quarterly results arrive as ABB promotes Infinitus, its source-to-rack direct-current portfolio for AI data centers. Launched in September, the system groups medium-voltage powertrains, DC sources and power quality, distribution, protection and cooling optimization. ABB says the architecture is intended to support higher power density and energy efficiency, but those are company-stated design aims rather than independently reported outcomes at an operating site. [1] [3]

ABB’s results release says the portfolio includes a solid-state transformer it expects to make commercially available in the second half of 2027. The planned product timetable means the quarter’s order growth should not be read as evidence that Infinitus has already been deployed at scale. [1] [3]

A larger route into Japan

ABB also announced plans to invest about $495 million, or roughly ¥79 billion, for a 51% stake in a joint venture involving Mitsubishi Electric’s low-voltage power-distribution business. Mitsubishi would retain 49%. ABB says the venture would strengthen its position in Japan and provide an entry point to broader Asia-Pacific markets, including data-center projects. [1] [2]

The contributed business recorded about ¥102 billion in fiscal 2025 revenue, with a low-double-digit EBITDA margin, according to ABB. Those historical figures describe the business being contributed, not guaranteed results for the proposed venture. The transaction and its anticipated strategic benefits remain subject to the deal process. [1]

The results link rising demand for data-center electrical infrastructure with ABB’s plans for new DC equipment and a larger regional distribution footprint. Orders are not the same as delivered revenue, and the company’s product and market claims still need to be tested in customer deployments. [1] [2]

Sources

[1] ABB: Q3 2026 results [2] Reuters: ABB says data centre business booming [3] ABB: Infinitus direct-current portfolio