ams-OSRAM Reports Q3 2026 Financial Results

The company reported Q3 2026 revenues of EUR 829 million, reflecting a 3% year-on-year growth in its semiconductor core portfolio on a like-for-like basis. The adjusted EBITDA margin reached 16.3%, exceeding the midpoint of the company's guidance, while the reported EBITDA margin was 60.7% due to a gain from the disposal of its non-optical sensor business. Management highlighted strong performance in Opto Semiconductors and progress in AI Photonics, including the demonstration of 850nm Thin-Film microVCSEL technology. For Q4 2026, the company expects revenues between EUR 750 million and EUR 850 million with an adjusted EBITDA margin of 16.0% ± 1.5%. The company also confirmed a clear path to positive free cash flow for fiscal year 2027.