Introduction
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 Special 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 Q2 2025 results, global automation markets continued to see a slower growth, the growth was just in lower single-digits on YoY basis.
Continued momentum in process and hybrid industry segments; signs of recovery in machinery manufacturing and discrete segment.
Majority of the growth is driven by the Americas, Middle East, driven by energy, utilities, data centers, transport and infrastructure projects.
Asia region was also a key driver pulling the growth after the Americas markets. The US was the key contributor in the Americas.
Growth driven by execution of the order backlog resulting in higher volumes in process industry segment while orders have been normalized in discrete segments.
Overall, the year 2025 is expected to see a moderate growth and face challenges with increased costs on account of new tariffs and temporary slowdown in new investments due to uncertainty caused by tariff policies.

Americas
Per Q2 2025, demand for automation products in the Americas continued to expand and the region saw the highest growth compared with other Europe and Asia regions. The YoY growth cycle shows a marginal increase of around 1 percent. The market is expected to grow in high-single digits in the coming quarters.
Growth was predominantly driven by energy and utilities, transport & infrastructure, building automation, defense & aerospace, and data center segments.
Process and hybrid segment continue to offer growth opportunities at around mid-single digits while discrete segment to see a recovery in high-single digits in the next quarters.
Many global automation players plan to invest in local production and expand local production facilities in the US to address the impact of Tariff policies.
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