ams‑OSRAM reports Q3 results and sets Q4 revenue guidance

ams‑OSRAM AG posted Q3 2023 revenue of €829 million, a 3% sequential increase but a 3% decline year‑on‑year. Net profit swung to €319 million (€2.97 per share) from a €28 million loss a year earlier, helped by a disposal gain. Adjusted EBITDA fell to €135 million. The company now guides Q4 2023 revenue to €750‑€850 million with an adjusted EBITDA margin of 16.0% ± 1.5 percentage points.

The guidance narrows the revenue outlook for the next quarter and sets an EBITDA margin target, which investors will use to model earnings and cash flow. The profit turnaround highlights the impact of one‑off items on earnings quality.

  • 1Q3 revenue was €829 million, up 3% sequentially and down 3% year‑on‑year.
  • 2Q3 net profit was €319 million (€2.97 per share), compared with a €28 million loss a year earlier.
  • 3Adjusted EBITDA for Q3 was €135 million.
  • 4Q4 revenue is guided to €750 million‑€850 million.
  • 5Adjusted EBITDA margin guidance for Q4 is 16.0% ± 1.5 percentage points.

Sources