The earnings call highlighted several achievements such as improved profitability, strong sensor business growth, and significant design wins. However, challenges were noted in revenue decline, currency impact, and uncertainty in the supply chain. The overall sentiment leans towards a cautious optimism as positives slightly outweigh the negatives.

Company Guidance

During the call, the company provided extensive guidance on its second-quarter results, emphasizing key financial metrics and strategic progress. Revenues for the quarter were reported at EUR 775 million, aligning with the midpoint of the guidance, and reflected a 5% year-over-year decline mainly due to cyclical inventory corrections and currency impacts. Despite lower revenues, the adjusted EBITDA margin improved by over 2 percentage points to 18.8%, showcasing an enhanced earnings profile facilitated by the Reestablish-the-Base program, which has already achieved its 2025 year-end savings target of EUR 160 million. In the semiconductor segment, revenues increased slightly by 2% quarter-over-quarter, with adjusted EBITDA surging by more than 60% to EUR 79 million, resulting in a 23% margin. The company also highlighted a strong book-to-bill ratio above 1 in the automotive sector, signaling potential stabilization post-inventory corrections. Additionally, the company secured design wins with a cumulative lifetime value of EUR 2.5 billion, maintaining its momentum in the semiconductor market. Looking forward, for the third quarter, revenue is expected to range between EUR 790 million and EUR 890 million, with an adjusted EBITDA margin forecasted at 19.5% plus or minus 1.5 percentage points, despite anticipated currency headwinds. For fiscal year 2025, the company remains optimistic about surpassing the previous year's performance, driven by stronger second-half revenues, continued cost savings, and strategic growth initiatives.

Improved Profitability

Adjusted EBITDA margin improved by more than 2 percentage points to 18.8% quarter-over-quarter and year-over-year.

Strong Sensor Business Growth

Sensors and ASICs business grew by 7% year-over-year, with adjusted EBITDA increasing to EUR 43 million, showing structural improvement in profitability.

Market Leadership Achieved

The company is now considered the #1 in market share in the LED market according to TrendForce.

Significant Design Wins

Secured designs with a cumulated lifetime value of EUR 2.5 billion, with over 2,000 individual designs won.

Reestablish-the-Base Program Ahead of Schedule

Achieved EUR 160 million in implemented run-rate savings, 6 months ahead of schedule.

Deleveraging and Financing Progress

Extended revolving EUR 800 million credit facility and secured long-term financing until 2029.

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 / -	0.346	―	―	―
Jul 31, 2025	2025 (Q2)	0.08 / 0.17	-0.009	1900.00% (+0.18)
Apr 30, 2025	2025 (Q1)	-0.18 / -0.22	-0.281	23.33% (+0.07)
Feb 11, 2025	2024 (Q4)	0.08 / 0.03	-0.281	110.00% (+0.31)
Nov 07, 2024	2024 (Q3)	0.17 / 0.35	0.553	-37.39% (-0.21)
Jul 26, 2024	2024 (Q2)	-0.25 / >-0.01	0.625	-101.50% (-0.63)	―
Apr 26, 2024	2024 (Q1)	-0.01 / -0.28	0.102	-375.23% (-0.38)
Feb 09, 2024	2023 (Q4)	>-0.01 / -0.28	-0.387	27.36% (+0.11)
Oct 31, 2023	2023 (Q3)	0.56 / 0.55	0.886	-37.53% (-0.33)
Jul 28, 2023	2023 (Q2)	-0.12 / 0.63	-1.056	159.22% (+1.68)

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 (CH:AMS) report earnings?

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

What is ams-OSRAM (CH:AMS) earnings time?

ams-OSRAM (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 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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