Ams-OSRAM Reports Stable Growth Led by Opto Semiconductors

ams-OSRAM AG has announced a steady growth in its core segments despite facing diverse market demands. The company's third-quarter revenue reached EUR 829 million, showing a modest 3% increase from the previous quarter, driven primarily by the Opto Semiconductors sector's success. A standout performance was noted in their AI Photonics technology, which is edging closer to commercialization and promises advancements in data center optical interconnects.

The reported EBITDA stood at EUR 503 million, primarily influenced by gains from divesting their non-optical sensor suite. Strategic portfolio shifts resulted in a slight year-on-year revenue dip of 3%. However, on a constant currency and like-for-like basis, the semiconductor core portfolio growth was approximately 3% year-on-year.

Looking ahead to Q4 2026, the company anticipates revenues between EUR 750 million to EUR 850 million, with an adjusted EBITDA margin projected at roughly 16%. The full fiscal year 2027 envisions maintaining a path to positive free cash flow.