ams-OSRAM (AMSSY)
OTHER OTC:AMSSY
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Earnings Data
Report Date
Aug 04, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
<0.01Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a broadly positive operational and strategic update: the company beat Q1 guidance, delivered like‑for‑like semiconductor growth (+9% YoY), secured strong design wins (~EUR 850m), demonstrated progress on Digital Photonics (AR and AI photonics), achieved large cost savings (EUR 237m) and maintained strong liquidity (EUR 1.3bn cash, EUR 2.0bn available). Key near‑term negatives include FX headwinds (~EUR 15m), one‑off earnings and cash impacts from divestments and transformation (expected significant negative free cash flow in 2026 excluding disposals), margin pressures from input costs and price downs, and softer demand/competitive intensity in China. Overall the positives (growth, design wins, cash & liquidity coverage, material cost savings, strategic progress in high‑potential Digital Photonics) outweigh the manageable near‑term execution and market headwinds.Company Guidance
Strong Q1 Financial Performance
Group revenue of EUR 796 million (Q1 2026); adjusted EBITDA reached 16.5% (upper end of guidance). On a like‑for‑like / constant currency basis the group would have grown ~8% year‑on‑year; the semiconductor core portfolio grew 9% year‑on‑year like‑for‑like.
Positive Free Cash Flow and Solid Liquidity
Free cash flow of EUR 37 million in Q1 (includes EUR 90 million divestment proceeds). Cash on hand at EUR 1.3 billion and available liquidity around EUR 2.0 billion; pro forma cash expected to be ~EUR 1.9 billion after the Infineon transaction (EUR 570 million). Management states all near‑term maturities are covered.
Material Cost Savings Delivered
Re‑establish the Base delivered EUR 237 million of savings (achieved one year early). New 'Simplify' program targets an additional EUR 200 million of annual savings by 2028, with ~90% of measures high maturity and EUR 5 million of savings already delivered in Q1.
Divestment and Deleveraging Progress
Sale of Entertainment & Industrial lamps to Ushio closed in early March with cash proceeds received (EUR 90 million included in Q1 FCF). Non‑optical sensor divestment to Infineon remains on track for mid‑2026 (expected proceeds ~EUR 570 million). EUR 200 million of convertible nominal repaid in Q1.
Robust Design Win Momentum
Total design wins of approximately EUR 850 million in Q1, with automotive accounting for triple‑digit million euro contributions. EVIYOS platform awards exceeded 60 platforms; traction also in industrial (professional lighting), horticulture and consumer sensors (Android display management).
Progress on Digital Photonics & AI Photonics
Two key milestones: expanded optical component portfolio for AI‑enabled augmented reality smart glasses (content potential EUR 50–100 per device, underpinning triple‑digit million annual revenue potential), and initiation of product development and a signed development agreement for micro‑emitter array‑based 'slow and wide' optical interconnects targeting hyperscaler AI data centers (prototype demonstrated and ecosystem partner engaged).
Segment Strengths and Operational Execution
OS division held up well in a typically soft quarter and helped drive EBITDA; Lamps & Systems delivered a very strong quarter due to elevated aftermarket demand; CSA showed recovery in Industrial & Medical. Clean core portfolio growth of 9% YoY after adjusting for FX and exited noncore items.
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 |
|---|---|---|---|
May 06, 2026 | $7.87 | $8.14 | +3.42% |
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% |
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 Aug 04, 2026, Before Open (Confirmed).
What is ams-OSRAM (AMSSY) earnings time?
ams-OSRAM (AMSSY) earnings time is at Aug 04, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is AMSSY EPS forecast?
Currently, no data Available