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Visual21 Nov 2025
Data center suppliers
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
Q3 2025 delivered strong free cash flow of EUR 43 million and 9% like-for-like growth in the core semiconductor business, with profitability above the previous quarter and supported by a one-off gain from a Singapore asset sale.
Revenues reached EUR 853 million, up 10% sequentially but down 3% year-over-year due to currency effects and discontinued non-core business; at constant currency, like-for-like growth was 6%.
The 'Re-establish the Base' efficiency program is ahead of schedule, achieving EUR 185 million run-rate savings by Q3 2025, targeting EUR 225 million by end of 2026.
Deleveraging and liquidity improvement are progressing, with available liquidity at EUR 1.65 billion and successful private placements in July 2025.
Ongoing investments in technology platforms and IP safety, including a broad cross-license agreement with Nichia.
Financial highlights
Q3 2025 group revenue reached EUR 853 million, above guidance midpoint, with 6% year-over-year core portfolio growth at constant currencies.
Adjusted EBITDA margin improved to 19.5% year-over-year and quarter-over-quarter, supported by a EUR 10 million+ one-time gain.
Adjusted net result was EUR 27 million in Q3; adjusted diluted EPS was EUR 0.27, up 50% sequentially.
Free cash flow was EUR 43 million positive in Q3; cash on hand at quarter-end was EUR 979 million, up 92% from Q2.
Net debt increased slightly to EUR 1,581 million, mainly due to accrued interest on convertible bonds.
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, supported by inflows from the European Chips Act.
The group targets 6–10% semiconductor core revenue CAGR and 20–24% adjusted EBITDA margin by 2027.
Design-win momentum on track to reach EUR 5 billion in 2025.
Automotive lamps to peak in annual lighting season; semiconductors expected to see a small seasonal decline.
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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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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