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ams Osram
ams Osram (AMS) investor relations material
ams Osram Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary18 Nov, 2025
Executive summary
Delivered strong free cash flow of EUR 43 million in Q3 2025, with 9% year-over-year growth in the core semiconductor business at constant currency, despite a weaker U.S. dollar and higher raw material prices.
Revenues reached EUR 853 million, above the midpoint of guidance, up 10% sequentially but down 3% year-over-year due to currency effects and discontinued non-core business.
Profitability improved, with adjusted EBITDA margin at 19.5% and supported by a one-off gain from the sale of manufacturing assets.
The 'Re-establish the Base' efficiency program delivered EUR 185 million in run-rate savings, ahead of plan, targeting EUR 225 million by end of 2026.
Ongoing investments in technology platforms and IP safety, including a broad cross-license agreement with Nichia and new product launches.
Financial highlights
Adjusted EBITDA was EUR 166 million in Q3 2025, up 14% quarter-over-quarter; margin reached 19.5%.
Adjusted net result was EUR 27 million in Q3 2025, up 50% sequentially.
Free cash flow was EUR 43 million positive in Q3 2025, with cash on hand at EUR 979 million at quarter-end.
Net debt increased slightly to EUR 1,581 million, mainly due to accrued interest on convertible bonds.
Adjusted diluted EPS was EUR 0.27 in Q3 2025, up 50% sequentially but down 27% year-over-year.
Outlook and guidance
Q4 2025 revenue expected between EUR 790 million and EUR 890 million, with adjusted EBITDA margin guidance of 17.5% ±1.5 percentage points.
Free cash flow for Q4 expected to exceed EUR 100 million, assuming timely Chips Act inflows.
Design-win momentum on track to reach EUR 5 billion in 2025.
Semiconductor business expected to see a small seasonal decline; automotive demand flat, industrial/medical slow recovery, consumer segment to see seasonal decline.
Lamps & Systems to experience a normal seasonal peak in Q4.
Deleveraging plan progress update
Nichia IP agreement's strategic value?
Chips Act inflow impact on FY25 FCF
When will auto inventory restocking begin?
Details on the >EUR 500M asset disposal plan
Plans to extend cost savings beyond EUR 225M
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Next ams Osram earnings date
Q4 202520 Mar, 2026
ams Osram
Next ams Osram earnings date
Q4 202520 Mar, 2026
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Frequently asked questions
ams-OSRAM AG is an Austria-based global leader in the semiconductor and optoelectronic industries. It specializes in the design and manufacture of sensor solutions, optical components, and LED technologies. The company operates through two key segments: Semiconductors and Lamps & Systems, providing a wide range of products including LEDs, lasers, photodiodes, and optical modules used in industries such as automotive, industrial, medical, consumer electronics, and mobility. ams-OSRAM is particularly known for its innovations in sensing and lighting technologies, including applications in autonomous driving, mobile devices, and health monitoring. Its product portfolio supports sectors such as automotive lighting, ambient light sensors, 3D sensing, and display technologies. Headquartered in Premstätten, Austria, with additional operations in Munich, Germany, ams-OSRAM is listed on the SIX Swiss Exchange.
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