Germany's Elmos Semiconductor reports record 2025 sales despite inventory reductions

Elmos Semiconductor SE

24/02/2026 06:53

Overview

Germany-based semiconductor maker's preliminary fiscal 2025 sales reached record levels

Company announced a 10-million-euro share buyback programme

Outlook

Elmos expects 2026 sales growth of 11% ± 3 percentage points

Company anticipates 2026 EBIT margin of 24% ± 2 percentage points

Elmos sees 2026 free cash flow margin of more than 17% of sales

Result Drivers

SALES RECORD - Elmos achieved a new sales record in 2025 despite inventory reductions and exchange rate effects

COST OPTIMIZATION - Operational measures and cost optimization helped offset negative impacts from raw material prices and special costs

CASH FLOW IMPROVEMENT - Significant improvement in free cash flow due to efficiency measures and lower tax burden

Company press release: ID:nEQ8TsyNja

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
EUR 169.30 mln
EUR 162 mln (1 Analyst)
Q4 Gross Margin
41.40%
Q4 Adjusted Free Cash Flow
EUR 11.80 mln
Q4 Basic EPS
EUR 1.82
Q4 Capex
EUR 9.60 mln
Q4 EBIT Margin
23.40%
Q4 Gross Profit
EUR 70 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the semiconductors peer group is "buy"

Wall Street's median 12-month price target for Elmos Semiconductor SE is €109.00, about 14.6% below its February 23 closing price of €127.60

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 13 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)