ams OSRAM forecasts Q3 revenue EUR 770 million-870 million, adjusted EBITDA margin 16% +/-1.5%

• OSRAM guided Q3 2026 revenue at EUR 770 million to EUR 870 million at an assumed EUR/USD rate of 1.15.
• It forecast adjusted EBITDA margin of 16% +/- 1.5%.
• Guidance reflects deconsolidation of the non-optical sensor business sold to Infineon, which otherwise would add about EUR 40 million revenue.
• The same business would otherwise contribute about EUR 20 million of adjusted EBITDA in Q3.
• Q2 revenue totaled EUR 805 million, with a 16.9% adjusted EBITDA margin, at the high end of prior guidance.

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