ams-OSRAM (CH:AMS)
:AMS
Earnings Data
Report Date
May 07, 2026During Market Hours (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.25Last Year’s EPS
-0.21Same Quarter Last Year
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced strong operational and financial achievements (core semiconductor growth, record design wins, #1 packaged LED position, EUR 220 million cost savings delivered early, EUR 144 million free cash flow, EUR 670 million planned divestment proceeds and improved pro‑forma leverage) against several meaningful near‑term headwinds (currency and precious metal costs, 2026 one‑offs and stranded costs, temporary EBITDA pressure, restructuring affecting ~2,000 roles, and elevated financing costs until refinancing). Management has clear mitigation plans (Simplify program, divestments, cost relocation, hedging and refinancing) and long‑term targets (semiconductor margin >25%, group FCF >EUR 200 million, net debt/EBITDA <2x), but execution and macro factors will determine timing of recovery.Company Guidance
Core Semiconductor Growth
Core semiconductor portfolio grew ~7-8% year‑on‑year (8% like‑for‑like cited), in line with the company's semi target operating model and midterm growth ambition.
Improved Profitability
Adjusted EBITDA margin increased by 1.5 percentage points year‑on‑year; Q4 adjusted EBITDA rose ~7% year‑on‑year despite FX headwinds.
Strong Free Cash Flow and Liquidity
Delivered EUR 144 million free cash flow (adjusted for pension financing); cash on hand approx. EUR 1.5 billion and available liquidity of EUR 2.2 billion.
Major Design Win Traction
More than EUR 5 billion in new lifetime design‑win value added to the pipeline (third year in a row); >EUR 1 billion of design wins booked in Q4 alone.
Deleveraging Progress and Transaction Proceeds
Announced two portfolio transactions expected to generate EUR 670 million in cash; pro forma leverage improves from 3.3x to ~2.5x (and ~1.6x excluding OSRAM put options / net debt ~EUR 850 million).
Cost Savings Delivered Early
Re‑establish‑the‑Base program delivered EUR 220 million of run‑rate savings one year ahead of plan; new Simplify program targets an additional ~EUR 200 million annual savings.
Market Leadership in Packaged LEDs
ams‑OSRAM achieved #1 global position in packaged LED supplier by value, a strategic milestone that strengthens automotive and professional lighting positioning.
Capital Management Actions
Completed a EUR 200 million buyback of the outstanding '27 convertible; disciplined CapEx (well below 8% target); plan to use proceeds and cash to repay 2027 convertible and OSRAM minorities to enable refinancing at better terms.
CH:AMS 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
CH:AMS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | CHF8.21 | CHF8.66 | +5.55% |
Nov 18, 2025 | CHF9.85 | CHF8.28 | -15.99% |
Jul 31, 2025 | CHF11.34 | CHF10.86 | -4.23% |
Apr 30, 2025 | CHF6.84 | CHF7.26 | +6.14% |
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 (CH:AMS) report earnings?
ams-OSRAM (CH:AMS) is schdueled to report earning on May 07, 2026, During Market Hours (Confirmed).
What is ams-OSRAM (CH:AMS) earnings time?
ams-OSRAM (CH:AMS) earnings time is at May 07, 2026, During Market Hours (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 the P/E ratio of ams-OSRAM stock?
The P/E ratio of ams-OSRAM is N/A.
What is CH:AMS EPS forecast?
CH:AMS EPS forecast for the fiscal quarter 2026 (Q1) is -0.25.