Representative End User Clients
Representative Automation Clients
Representative Software Clients
To provide our Advisory Service clients with holistic coverage of the various industrial and automation markets we cover, ARC Advisory Group publishes indices of revenues from automation and machinery companies as well as indices of revenues and CapEx from end user industries on a quarterly basis. This report is concise and focuses more on the quantitative than the qualitative aspects of the automation, end user, and machinery industrial markets.
Global Automation Index: Raw vs. Seasonally Adjusted Data
- Per Q4 2025 results, global automation markets continued to see a slower growth in the single-digits. The YoY growth cycle points to a declining trend.
- Growth was led by the Americas and Asia, while Europe experienced a slight decline.
- CAPEX growth was recorded in aerospace & defense, semiconductors, pharmaceuticals & biotech, oil & gas, and electric power, while food & beverage, chemicals, cement & glass, metals, and mining experienced declines on YoY basis. Automotive and mining remained broadly stable, with marginal growth.
- Overall, the year 2025 was led by strong growth in data centers, marine, defense, electrification, rail and infrastructure sectors. Record backlogs, and price increases further supported the growth in 2025
- 2026: expected growth mid –to high single digits.
Americas
- The demand for automation products in the Americas continued to expand in Q4 2025. The YoY growth cycle shows an increase in the low-single digits, which is expected to continue in the coming quarters. Growth was predominantly driven by data centers, electric power, semiconductors, buildings, LNG, life sciences, aerospace & defense sectors.
- Continued growth expected in energy, defense, chemicals, mining, LNG, buildings, and warehouse automation sectors.
Europe
- The automation markets in Europe saw a decline of around 2 percent in Q4 2025 on YoY basis. The YoY growth cycle shows a decrease for the fourth time in a row.
- Strong demand from discrete automation segment led by machinery manufacturing.
- Very strong growth from data centers, utilities and electrification, rail and water & wastewater infrastructure. While automotive and electronics & semiconductors faced more challenging macro environments, food & beverage, pharma, life sciences, and aerospace & defense showed stable growth figures.
- Growth from US further supported European automation suppliers’ growth. Growing demand for infrastructure investments from Saudi Arabia and U.A.E.
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