ams-OSRAM (AMS1N) Stock Price & Analysis
AMS1N Stock Chart & Stats
- Day’s Range
- N/A
- 52-Week Range
- N/A
- Previous Close
- N/A
- Volume
- N/A
- Average Volume (3M)
- N/A
- Market Cap
- MXN 41.92B
- Enterprise Value
- MXN 1.81B
- Total Cash (Recent Filing)
- MXN 1.03B
- Total Debt (Recent Filing)
- MXN 2.28B
- Price to Earnings (P/E)
- ―
- Beta
- N/A
- Next Earnings
- Nov 13, 2026 (Est.)
- EPS Estimate
- -0.77
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Core Semiconductor Growth
Core semiconductor growth indicates improving demand and product relevance across the portfolio, supporting a more durable recovery than reported revenue alone suggests. Continued like-for-like expansion can improve manufacturing utilization, strengthen customer relationships, and provide a foundation for sustained earnings improvement.
Design-Win Momentum
A substantial and diversified design-win pipeline supports future revenue visibility because products specified into customer platforms can generate shipments over extended production cycles. Automotive and industrial wins may also provide longer-lived demand, reducing reliance on short-term spot orders.
Structural Cost Savings
Realized savings demonstrate execution on the transformation plan, while the additional Simplify target creates potential for a structurally lower cost base. If implemented without damaging growth investments, these measures can support margin resilience and improve operating leverage as revenue recovers.
Bears Say
High And Rising Leverage
Elevated and rising leverage reduces financial flexibility and makes the company more sensitive to refinancing conditions, interest costs, and operating setbacks. The shrinking equity base further weakens balance-sheet resilience, potentially limiting investment capacity while management executes its turnaround.
Inconsistent Free Cash Flow
Weakening operating cash generation and recurring negative free cash flow indicate that accounting improvements have not yet translated into dependable internal funding. This raises execution and liquidity pressure, especially because the company is simultaneously carrying higher leverage and transformation-related cash needs.
Persistent Profitability Pressure
The return to a wider loss after improvement shows that profitability remains fragile rather than firmly established. Declining and inconsistent revenue makes it harder to absorb fixed costs, while the inability to convert relatively stable gross margins into net profit limits durable earnings power.
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Company Description
ams-OSRAM
Established in 1981 and headquartered in Premstätten, Austria, ams-OSRAM AG is a global enterprise specializing in the design, manufacturing, and commercialization of LED and optical sensor technologies. Its comprehensive solutions serve markets across Europe, the Middle East, Africa, the Americas, and the Asia-Pacific region. The company operates through two distinct divisions: Semiconductor and Lamps & Systems. The Semiconductor segment focuses on delivering advanced semiconductor-based products, which include light-emitting diodes (LEDs), lasers, and various optical and image sensors, primarily catering to the automotive, consumer electronics, and industrial sectors. Conversely, the Lamps & Systems segment provides a diverse array of lamps and integrated lighting systems. This portfolio encompasses spectral sensing, smart and ambient illumination, horticultural lighting, time-of-flight systems, presence detection, near-infrared technology, human-centric lighting, and comprehensive indoor and outdoor lighting solutions for the automotive, industrial, and medical industries. Originally known as ams AG, the company officially adopted its current name, ams-OSRAM AG, in January 2022.
- Sector
- Technology
- Industry
- Semiconductors
- CEO
- Aldo Kamper
- Employees
- 19,120
- Website
- ams-osram.com
- Address
- Tobelbader Strasse 30, Premstätten, ST, 8141, AT
ams-OSRAM (AMS1N) Earnings & Revenues
AMS1N Earnings Call
Earnings Call SentimentPositive
The call conveyed a predominantly positive operational and strategic momentum: revenue and adjusted EBITDA landed at the high end of guidance, core semiconductors grew strongly (+13% like-for-like), record design wins (~EUR 1.6bn in Q2, ~2.5bn H1) and clear progress across Digital Photonics (microLED, ToF, AI photonics) underpin longer-term growth. Balance sheet moves (EUR 1bn notes at 7.25%, EUR 570m divestment) materially improved liquidity and reduced annual interest expense by ~EUR 40m. However, meaningful near-term cash burn, transitional hit to reported revenue and EBITDA from divestments, input-cost inflation (gold +25%+), FX headwinds, and regional softness in China represent non-trivial near-term challenges. Management articulated a path to positive free cash flow in 2027 and has active cost and portfolio measures underway. Overall, positives around growth, product momentum and capital structure improvements outweigh the near-term cash and cost headwinds, but investors should watch 2026 cash flow and margin impacts during the transition.
View all MX:AMS1N earnings summaries