ams-OSRAM AG (AMSSY) Q2 2026 Earnings Call Transcript

SA Transcripts 161.45K Followers Follow ams-OSRAM AG ( AMSSY ) Q2 2026 Earnings Call August 4, 2026 3:45 AM EDT Company Participants Juergen Rebel - Senior Vice President of Investor Relations Aldo Kamper - Chairman of the Management Board & CEO Rainer Irle - CFO & Member of Management Board Conference Call Participants Janardan Menon - Jefferies LLC, Research Division Sébastien Sztabowicz - Kepler Cheuvreux, Research Division Amelia Banks Craig Mcdowell - JPMorgan Chase & Co, Research Division Harry Blaiklock - UBS Investment Bank, Research Division Robert Sanders - Deutsche Bank AG, Research Division Presentation Operator Ladies and gentlemen, welcome to the ams Osram conference call on second quarter 2026 results and live webcast. I am Sergen, the conference call operator. I would like to remind you that all participants will be in a listen-only mode, and the conference is being recorded. The presentation will be followed by a Q&A session. [Operator Instructions]. At this time, it is my pleasure to hand over to you, Mr. Rebel, Head of Investor Relations. Please go ahead. Juergen Rebel Senior Vice President of Investor Relations Good morning. This is Juergen speaking. Welcome to our second quarter 2026 earnings call. Aldo, our CEO, will comment on business performance and strategic progress, and Rainer, our CFO, will walk you through the financials. Please refer to the Q2 earnings call presentation that is available on our website. With that, Aldo, please take us through the quarter. Aldo Kamper Chairman of the Management Board & CEO Thank you, Juergen, and also good morning from my side. We delivered another strong quarter, with revenue and adjusted EBITDA both landing at the high end of our guidance range, while continuing to execute on our Digital Photonics strategy. Let us turn to slide three. Our semiconductor core business grew 13% year-on-year on a like-for-like basis, driven by automotive strength and improving industrial demand. It is nearly twice the growth implied by our