Ams OSRAM Reports Strong Q2 2026 and Advances AR Smart Glasses Technology

ams OSRAM AG reported robust financial results for Q2 2026, achieving revenues of EUR 805 million with an adjusted EBITDA margin of 16.9%, at the high end of guidance. Key developments include significant progress in microLED array technology for augmented reality (AR) smart glasses, positioning the company for growth in digital photonics.

The semiconductor segment saw a like-for-like revenue increase of 13% year-on-year, driven by strong performance in automotive and industrial applications. The company also successfully issued EUR 1 billion in senior notes, reducing annual interest costs by approximately EUR 40 million.

Looking forward, ams OSRAM anticipates Q3 2026 revenues between EUR 770 million and EUR 870 million, factoring in the deconsolidation of its non-optical sensor business sold to Infineon. The company maintains its outlook for FY26 with a focus on strategic divestments and advancements in its digital photonics initiatives.