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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
ams Osram
ams Osram (AMS) investor relations material
ams Osram Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary13 Nov, 2026
Executive summary
Revenue was €829m, up 3% QoQ and down 3% YoY reported; semiconductor core revenue grew ~3% YoY like-for-like at constant currencies.
Adjusted EBITDA was €135m with a 16.3% margin, above the guidance midpoint; reported EBITDA of €503m and net result of €319m primarily reflected the business sale.
Digital Photonics advanced toward commercialization; Q3 design wins were €1.3bn and 9M wins reached €3.8bn.
Financial highlights
Revenue was €829m versus €805m in Q2 2026 and €853m in Q3 2025; portfolio changes and FX weighed on the reported YoY comparison.
Adjusted EBITDA was €135m, versus €136m QoQ and €166m YoY; margin was 16.3%, versus 16.9% and 19.5%, respectively.
Reported EBITDA was €503m and reported net result €319m, primarily reflecting the non-optical sensor business sale; adjusted net result was -€35m.
Adjusted measures exclude specified transformation, M&A-related and share-based compensation costs, results from associates and business sales.
Outlook and guidance
Q4 revenue guidance is €750m–€850m; adjusted EBITDA margin guidance is 16.0% ±1.5 percentage points, assuming EUR/USD of 1.12.
Q4 outlook assumes seasonal semiconductor softness, partly offset by a peak in traditional automotive Lamps and Systems; divestitures reduce revenue by ~€75m versus Q4 2025.
FY2027 positive free cash flow outlook was reaffirmed; 2026 CapEx investments were described as in line with guidance.
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Latest events from ams Osram
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- Q2 2024 saw strong margins and cost savings, with H2 outlook positive despite sector headwinds.AMSQ2 2024
- Profitability improved in Q2 with cost savings and strong liquidity despite microLED write-offs.AMSQ2 2024 Fixed Income
- Q1 2025 delivered strong margins and liquidity, with deleveraging and cost savings ahead of plan.AMSQ1 2025 Fixed Income
Next ams Osram earnings date
Q3 2026 Fixed Income13 Nov, 2026
ams Osram
Next ams Osram earnings date
Q3 2026 Fixed Income13 Nov, 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.