The earnings call reflected a positive sentiment overall, with several significant achievements in profitability, strategic divestments, and new business wins, despite some notable challenges in revenue decline, currency impacts, and market-specific issues.

Company Guidance -

Q3 2025

During the call, the company provided extensive guidance and metrics on their financial performance and strategic initiatives. Revenues for the second quarter of fiscal year 2025 were reported at EUR 775 million, aligning with the midpoint of their guidance, while profitability improved with an adjusted EBITDA margin rising by more than 2 percentage points to 18.8%. The Reestablish-the-Base savings program has already achieved the 2025 year-end target, contributing approximately EUR 160 million in run rate savings by the end of June. The semiconductor business experienced a 2% quarter-over-quarter revenue increase, with an adjusted EBITDA jumping by over 60% to EUR 79 million, representing a 23% margin. The Sensors and ASICs segment showed a 7% year-over-year growth, driven by new sensor products, resulting in an 18% adjusted EBITDA margin. The company also highlighted a successful divestment of the Entertainment & Industrial Lamps business for EUR 114 million and reported a robust liquidity position of EUR 1.6 billion, bolstered by recent bond market activity. Looking ahead, they expect third-quarter revenues between EUR 790 million to EUR 890 million, with an adjusted EBITDA margin of 19.5% plus or minus 1.5 percentage points, despite headwinds from a weaker U.S. dollar, which is anticipated to impact revenues by a middle double-digit million figure.

Improved Profitability

Adjusted EBITDA margin improved by more than 2 percentage points to 18.8% year-over-year, despite revenue being down.

Successful New Business Wins

Secured EUR 2.5 billion of future semiconductor business in the first half of the year, maintaining a similar run rate as the past two years.

Reestablish-the-Base Program Progress

Achieved EUR 160 million in run rate savings, 6 months ahead of the 2025 target.

Strategic Divestment

Sold Entertainment & Industrial Lamps business to Ushio for EUR 114 million, with further asset disposals planned to generate over EUR 500 million.

High Yield Bond Market Success

Successfully tapped into the high yield bond market, raising EUR 500 million, indicating strong market trust.

Recognition in LED Market

Achieved a leading position in the global LED market, tying with Nichia as share #1.

New Product Development

Developed new emergency lights for the Spanish market, with potential for expansion across Europe.

ams-OSRAM (CH:AMS) 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 >

CH:AMS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 18, 2025	2025 (Q3)	0.21 / -	0.348	―	―	―
Jul 31, 2025	2025 (Q2)	0.08 / 0.17	-0.009	1900.00% (+0.18)
Apr 30, 2025	2025 (Q1)	-0.18 / -0.22	-0.282	23.33% (+0.07)
Feb 11, 2025	2024 (Q4)	0.08 / 0.03	-0.282	110.00% (+0.31)
Nov 07, 2024	2024 (Q3)	0.17 / 0.35	0.555	-37.39% (-0.21)
Jul 26, 2024	2024 (Q2)	-0.25 / >-0.01	0.627	-101.50% (-0.64)	―
Apr 26, 2024	2024 (Q1)	-0.01 / -0.28	0.102	-375.23% (-0.38)
Feb 09, 2024	2023 (Q4)	>-0.01 / -0.28	-0.388	27.36% (+0.11)
Oct 31, 2023	2023 (Q3)	0.56 / 0.56	0.889	-37.53% (-0.33)
Jul 28, 2023	2023 (Q2)	-0.12 / 0.63	-1.06	159.22% (+1.69)

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
Jul 31, 2025	CHF11.34	CHF10.86	-4.23%
Apr 30, 2025	CHF6.84	CHF7.26	+6.14%
Feb 11, 2025	CHF6.81	CHF8.06	+18.26%
Nov 07, 2024	CHF7.96	CHF6.91	-13.24%

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 Ag (CH:AMS) report earnings?

Ams-Osram Ag (CH:AMS) is schdueled to report earning on Nov 18, 2025, During Market Hours (Confirmed).

What is Ams-Osram Ag (CH:AMS) earnings time?

Ams-Osram Ag (CH:AMS) earnings time is at Nov 18, 2025, 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 Ag 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 2025 (Q3) is 0.21.

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