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ams-OSRAM (AMSSY)
OTHER OTC:AMSSY
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.44Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mix of strong strategic and operational achievements (market leadership in LEDs, robust design‑win funnel, early delivery of EUR 220m cost savings, improved adjusted EBITDA margin, solid free cash flow and material deleveraging progress) alongside notable near‑term headwinds (IFRS revenue decline driven by FX and divestments, gold and raw material cost pressure, temporary EBITDA hit in 2026 from one‑offs and stranded costs, elevated financing costs until refinancing, and workforce restructuring risks). While the company has clear structural plans and substantial liquidity to execute its transition and long‑term targets, the short‑term outlook is balanced by meaningful risks and expected temporary earnings/headline revenue impacts.Company Guidance
Core Semiconductor Growth (Full Year and Q4)
Full-year core semiconductor portfolio grew ~7% year‑on‑year at constant currencies; Q4 core semiconductor business grew ~8% year‑on‑like‑for‑like basis, in line with the company's semi target operating model.
Market Leadership in Packaged LEDs
For the first time ams‑OSRAM achieved the #1 position globally as a packaged LED supplier by value, a strategic milestone strengthening its competitive position with automotive OEMs and professional lighting customers.
Design Win Momentum
More than EUR 5 billion of new lifetime design win value added to the pipeline (third consecutive year), including >EUR 1 billion booked in the last quarter and multiple triple‑digit million euro design wins across consumer, automotive and professional segments.
Margin and Cost Savings Progress
Adjusted EBITDA margin improved ~1.5 percentage points year‑on‑year; Re‑establish‑the‑Base program delivered EUR 220 million of run‑rate savings one year ahead of plan. Q4 adjusted EBITDA increased 7% year‑on‑year despite FX headwinds.
Strong Free Cash Flow and Liquidity
Delivered EUR 144 million free cash flow (adjusted for pension financing) for Q4 and full year; cash on hand close to EUR 1.5 billion and available liquidity of EUR 2.2 billion. CapEx remained disciplined and below the 8% target.
Deleveraging and Transaction Proceeds
Announced two portfolio transactions with expected proceeds of EUR 670 million. Pro forma leverage improves from 3.3x to ~2.5x; excluding OSRAM puts net debt would be ~EUR 850 million (≈1.6x). Bought back EUR 200 million of convertible notes in January.
Strategic Roadmap and Long‑Term Targets
Launched Simplify program targeting an additional EUR 200 million in annual cost savings; reiterated 2030 over‑cycle targets including semiconductor adjusted EBITDA margin >25%, mid‑ to high‑single‑digit semiconductor revenue growth from 2027, group free cash flow > EUR 200 million post‑refinancing and net debt/EBITDA <2x.
Exceptional Q4 Lamps & Systems Performance
Aftermarket lamps demand surged in Q4 (short‑notice customer orders after competitor weakness), driving strong seasonal upswing and a >80% sequential profitability increase for the division; Specialty Lamps contributed a final full quarter prior to sale.
AMSSY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AMSSY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $5.27 | $5.78 | +9.64% |
Nov 18, 2025 | $6.21 | $5.17 | -16.74% |
Jul 31, 2025 | $7.15 | $6.65 | -7.02% |
Apr 30, 2025 | $4.17 | $4.43 | +6.26% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does ams-OSRAM (AMSSY) report earnings?
ams-OSRAM (AMSSY) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is ams-OSRAM (AMSSY) earnings time?
ams-OSRAM (AMSSY) earnings time is at May 07, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AMSSY EPS forecast?
Currently, no data Available