The earnings call presented a mix of positive achievements and challenges. While the company showed significant progress in profitability, cost savings, and new business acquisitions, it also faced revenue declines and currency-related challenges. The successful execution of strategic programs and strong customer relations were notable positives, but these were balanced by market softness and revenue headwinds.

Company Guidance

In the recent earnings call, AMS OSRAM provided detailed guidance for its second quarter of the fiscal year 2025, highlighting several key metrics and strategic initiatives. The company reported revenues of EUR 775 million, positioned at the midpoint of their guidance, with a 5% year-over-year decrease due to factors such as cyclical inventory corrections and currency impacts. Despite these challenges, profitability improved, with an adjusted EBITDA margin rising by more than 2 percentage points to 18.8%. Segment performance varied, with Opto Semiconductors achieving a 2% revenue increase quarter-over-quarter, and the Sensors and ASICs business posting a 7% year-over-year growth, driven by new sensor products. AMS OSRAM's Reestablish-the-Base savings program has already met its 2025 year-end targets, achieving EUR 160 million of run rate savings. The company's deleveraging strategy is on track, with key steps including a EUR 114 million sale of its Entertainment & Industrial Lamps business to Ushio and an extension of its revolving EUR 800 million credit facility. Looking ahead to Q3, AMS OSRAM anticipates revenues between EUR 790 million to EUR 890 million and an adjusted EBITDA margin of 19.5% plus or minus 1.5 percentage points, with expectations for a stronger second half of the fiscal year.

Profitability Improvement

Adjusted EBITDA margin improved by more than 2 percentage points to 18.8%, demonstrating an improved earnings profile.

Reestablish-the-Base Program Success

The program reached its 2025 year-end target with EUR 160 million of implemented run rate savings, 6 months ahead of schedule.

New Business Wins

The company secured EUR 2.5 billion of future semiconductor business in the first half of the year, with over 2,000 individual designs won.

Automotive LED Market Share

Achieved the #1 share in the LED market, aided by currency development and consolidation trends.

Strong Customer Relations

Received the Best Delivery Award from OPPO for exceptional product quality and delivery performance.

Sale of Entertainment & Industrial Lamps Business

Sold to Ushio for EUR 114 million, contributing to the deleveraging plan.

Q3 Revenue and EBITDA Margin Guidance

Q3 revenue expected between EUR 790 million to EUR 890 million with adjusted EBITDA margin around 19.5%.

ams-OSRAM (AMSSY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AMSSY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 18, 2025	2025 (Q3)	- / -	0.134	―	―	―
Jul 31, 2025	2025 (Q2)	- / <0.01	-0.229	102.62% (+0.24)
Apr 30, 2025	2025 (Q1)	- / -0.44	-3.902	88.83% (+3.47)
Feb 11, 2025	2024 (Q4)	- / -0.31	-0.446	31.17% (+0.14)
Nov 07, 2024	2024 (Q3)	- / 0.13	-0.615	121.79% (+0.75)
Jul 26, 2024	2024 (Q2)	- / -0.23	-15.012	98.47% (+14.78)
Apr 26, 2024	2024 (Q1)	- / -3.90	-1.478	-164.01% (-2.42)
Feb 09, 2024	2023 (Q4)	- / -0.45	-1.542	71.08% (+1.10)
Oct 31, 2023	2023 (Q3)	- / -0.61	-3.829	83.94% (+3.21)
Jul 28, 2023	2023 (Q2)	- / -15.01	0.635	-2464.09% (-15.65)

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
Jul 31, 2025	$7.15	$6.65	-6.99%
Apr 30, 2025	$4.17	$4.43	+6.24%
Feb 11, 2025	$3.69	$4.45	+20.60%
Nov 07, 2024	$4.74	$4.02	-15.19%

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 Nov 18, 2025, Before Open (Confirmed).

What is ams-OSRAM (AMSSY) earnings time?

ams-OSRAM (AMSSY) earnings time is at Nov 18, 2025, 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.

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What is AMSSY EPS forecast?

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