SWX:AMSSemiconductor
ams-OSRAM (SWX:AMS) Deepens Portfolio Shift After Loss-Making Quarter: Is Revenue Guidance Telling Enough?
In August 2026, ams-OSRAM reported second-quarter results showing sales of €805 million alongside a net loss of €122 million, and issued guidance for third-quarter revenues between €770 million and €870 million while signalling slightly lower full-year 2026 revenue due to divestments and foreign exchange effects.
An important implication is that modest year-on-year revenue softening is driven not only by operating conditions but also by portfolio reshaping and currency headwinds, which...