Austria's ams-OSRAM Q3 reported revenue falls on portfolio changes

By Reuters News


Overview

  • Austria light and sensor solutions provider's Q3 reported revenue fell 3% yr/yr, mainly due to portfolio changes

  • Adjusted net loss for Q3 was EUR 35 mln, with negative adjusted diluted EPS

  • Company saw strong Opto Semiconductors growth but weakness in Light Sensors & Photonics


Outlook

  • Company sees Q4 revenue at EUR 750 mln to EUR 850 mln

  • Company expects Q4 adjusted EBITDA margin of 16.0% ± 1.5 percentage points

  • Company confirms path to positive free cash flow for FY27


Result Drivers

  • OPTO SEMICONDUCTORS GROWTH - Co said Opto Semiconductors delivered broad-based growth across end markets and improved margins on higher volumes and better factory performance

  • PORTFOLIO CHANGES - Revenue decline mainly reflected significant portfolio changes, including the sale of the non-optical sensor business

  • WEAK CONSUMER DEMAND - Co said continued weakness in the Chinese smartphone market impacted Light Sensors & Photonics segment


Company press release:


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Reported Revenue

EUR 829 mln

Q3 Adjusted Loss Per Share

EUR 0.36

Q3 Adjusted Net Loss

EUR 35 mln

Q3 Adjusted Free Cash Flow

EUR 462 mln


Analyst Coverage

  • The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 7 "hold" and 1 "sell" or "strong sell"


Reuters Recommended Reads

  • Nov 12 - Austrian Post 9-month revenue rises on e-commerce growth

  • Nov 12 - Austria's Semperit 9M revenue rises on higher volumes, lifts EBITDA forecast

  • Nov 11 - Austria's voestalpine H1 revenue flat; narrows FY26 EBITDA outlook


For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.


(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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