Jenoptik lifts 2026 outlook on robust chip equipment demand
German optics firm raises revenue and earnings guidance on sustained semiconductor capital expenditure growth through mid-decade.
Jenoptik AG on Friday raised its 2026 revenue and earnings outlook, citing sustained demand for semiconductor manufacturing equipment.
The German optical technology group now expects consolidated sales of €1.8 billion to €2.0 billion in 2026, up from a prior range of €1.6 billion to €1.8 billion. Adjusted EBITDA is projected at €340 million to €380 million, compared with a previous forecast of €300 million to €340 million.
The upward revision reflects continued strong capital expenditure in the semiconductor industry, driven by global chip demand and ongoing investments in advanced manufacturing capacity. Jenoptik supplies precision optics and components used in semiconductor lithography systems, benefiting from the sector’s expansion.
For 2024, the company maintained its guidance, projecting sales between €1.6 billion and €1.7 billion and adjusted EBITDA of €280 million to €310 million. The outlook assumes stable macroeconomic conditions and no significant disruptions in supply chains.
Jenoptik’s shares were indicated higher in pre-market trading on Friday. The company plans to detail its updated guidance during an investor call scheduled for later in the day.
Priya covers listed equities and corporate earnings, reading quarterly results and guidance for what they signal about sector health and forward valuations.
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