Get all premium features to the best stock analysis tool

It was another active quarter for changes to our investment portfolio. We sold three stocks (SMPL, OSW, and OPCH) and added four new investments (INDI, EXTR, BDC, and MAIR). Indie Semiconductor is an industrial semiconductor company (market capitalization of ~$1 billion) that is largely focused on the automotive market.

ams-OSRAM AG (AMSSY) Q2 2026 Earnings Call Transcript

PREMSTAETTEN, Austria & MUNICH--(BUSINESS WIRE)--ams OSRAM (SWX:AMS): Key Performance Update Q2/26 Revenues EUR 805 m, 16.9 % adjusted EBITDA margin, at the high end of the guidance; 14.2 % (non-adjusted) EBITDA margin +13 % year-on-year like-for-like growth of the semiconductor core portfolio at constant FX Design-wins of more than EUR 1.6 bn in semis (H1/26: approx. EUR 2.5 bn) EUR 1 bn of new senior notes at 7.25 % placed, saving annual interest cost of approx. EUR 40 m Digital Photonics Str.