ams-OSRAM AG/Fr. AMS

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About ams-OSRAM AG

ams-OSRAM AG is a company operating in the semiconductor and electronics industry, focusing on sensor solutions and photonics technology. The company offers a range of products including optical sensors, integrated circuits, light management systems, and LED solutions. Headquartered in Premstätten, Austria, with a significant operational presence in Munich, Germany, ams-OSRAM is known for its innovations in sensing and optical technologies. Formed from the merger of ams AG and OSRAM, the company leverages OSRAM's expertise in lighting technology and ams AG's sensor capabilities to enhance its competitive strength in providing advanced technology solutions across various sectors such as automotive, consumer electronics, and healthcare.
Ticker
Fr. AMS
Sector
Semiconductors
Primary listing
XSWX
Employees
18,382
Headquarters
Premstätten, Austria

ams-OSRAM AG Metrics

BasicAdvanced
CHF 1.6B
-
-CHF 3.10
1.80
-

Bulls say / Bears say

The semiconductor core portfolio grew 13% year over year on a like-for-like, constant-currency basis in Q2 2026, with revenue and adjusted EBITDA margin reaching the high end of guidance; semiconductor design wins exceeded €1.6 billion in the quarter and approximately €2.5 billion in the first half. (ams OSRAM)
The company is gaining exposure to potentially large AI-photonics and optical-interconnect markets through a development agreement with a leading AI data-center infrastructure partner, while Bloomberg reported rising investor interest in ams OSRAM’s microLED technology for AI workloads. (Bloomberg)
Portfolio simplification could improve strategic focus and cash generation: ams OSRAM completed the sale of its entertainment and industrial lamps business, closed the non-optical sensor sale to Infineon, and reported about €40 million of annual interest-cost savings from new financing. (ams OSRAM)
Profitability remains under pressure: Q2 2026 adjusted EBITDA margin fell to 16.9% from 18.8% a year earlier, while the company reported an adjusted net loss of €55 million and a reported net loss of €121 million. (ams OSRAM)
The 2026 outlook still calls for slightly lower revenue because of divestments and foreign-exchange effects, while one-off costs in the transition year are expected to weigh temporarily on adjusted EBITDA. (ams OSRAM)
Balance-sheet and refinancing risk remain material: ams OSRAM issued €1 billion of senior notes at a high 7.25% coupon, and management only sees a path to positive free cash flow in 2027, excluding divestment proceeds. (ams OSRAM)
Data summarised monthly by Lightyear AI. Last updated on 14 Sept 2026.

Funds containing ams-OSRAM AG

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