
- AMS-Osram reported an adjusted net income of €18 million for the second quarter, surpassing the estimated €14.9 million and improving from a €1 million loss year over year.
- Revenue for the quarter was €775 million, slightly below the estimate of €779.2 million.
- The adjusted gross margin was reported at 29%, which did not meet the expected 30.2%.
- The company anticipates stronger performance in the latter half of the year, driven by product ramp-ups and seasonal factors.
- Potential risks include fluctuations in global car production, smartphone sales, and European GDP due to new or increased tariffs and changes in the EUR/USD exchange rate.
- AMS-Osram aims to enhance profitability through its ‘Re-establish the Base’ program, even with potential unpredictability in revenue.
- Capital expenditures are projected to be below 8% of sales, factoring in capitalized R&D and potential investment grants, such as those from the European Chips Act.
- The company forecasts positive free cash flow, including net interest paid, exceeding €100 million.
- Wall Street’s current recommendations for AMS-Osram include 5 buys, 7 holds, and 2 sells.
A look at OSRAM Licht AG Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 5 | |
| Growth | 5 | |
| Resilience | 3 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 4.0 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
OSRAM Licht AG, a renowned manufacturer of lights, holds a promising long-term outlook based on the Smartkarma Smart Scores. With high scores in Dividend and Growth, the company demonstrates solid performance in rewarding shareholders with dividends and showing potential for expansion. Additionally, a strong score in Momentum reflects positive market sentiment and investor interest. Although Value and Resilience scores are slightly lower, the overall outlook for OSRAM Licht AG appears favorable, indicating a solid foundation for sustained growth and value creation.
In summary, OSRAM Licht AG, a leading producer of various lighting products including LEDs and luminaires, is positioned well for long-term success. The company’s impressive scores in Dividend, Growth, and Momentum point towards a bright future, despite moderate ratings in Value and Resilience. As OSRAM Licht AG continues to serve global customers with its innovative lighting solutions, investors may find confidence in its ability to deliver strong performance and capitalize on market opportunities.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Analytics and News
- ✓ Events & Webinars