Jenoptik stock reports record orders as nine-month margin reaches 22.2%

Published on 11/10/2026 at 17:59 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Jenoptik stock gained attention after stronger nine-month results and record order intake. Management kept its sales outlook while raising its profit target.

Jenoptik delivers stronger operating momentum

Order intake accelerated, led by semiconductor equipment and other OEM businesses.
Management kept its 2026 revenue-growth outlook and raised its profitability target.
The enlarged order backlog improves visibility into future revenue, while automotive-related demand remains difficult.

Jenoptik, DE000A2NB601, Illustration mit AI erstellt.

Jenoptik reported stronger operating momentum on Tuesday, November 10, after revenue growth accelerated and order intake reached a record level in the first nine months of 2026. The company said in its investor-relations release that demand was particularly strong in its original equipment manufacturer businesses.

Revenue rose to 803.8 million euros in the January-to-September period, up 6.7 percent from a year earlier. Third-quarter revenue advanced 18.0 percent, while EBITDA increased 35.2 percent to 178.2 million euros. The EBITDA margin reached 22.2 percent, compared with 17.5 percent in the prior-year period.

Orders strengthen semiconductor visibility

Group order intake climbed 41.4 percent to 1,099.2 million euros. Semiconductor & Advanced Manufacturing led the increase, with order intake up around 90 percent on demand for lithography and semiconductor inspection equipment. The group book-to-bill ratio reached 1.37, and the order backlog rose to 903.2 million euros from 590.8 million euros at the end of 2025.

Performance was mixed across the operating businesses. Semiconductor & Advanced Manufacturing revenue increased 16.7 percent to 367.4 million euros, while Smart Mobility Solutions grew 11.8 percent to 105.6 million euros. Biophotonics revenue slipped 1.1 percent to 180.1 million euros as medical-technology revenue did not match the strong prior-year base. Metrology & Production Solutions declined to 130.9 million euros amid continuing weakness in the automotive market.

Guidance keeps revenue range unchanged

Jenoptik maintained its 2026 revenue-growth outlook of 5 to 9 percent. At the same time, the Executive Board raised its full-year EBITDA margin expectation from 20 to 21 percent to around 22 percent, citing a more favorable product mix and the cost reductions implemented in 2025.

Jenoptik stock traded at 36.94 euros on Lang & Schwarz at 17:49 CET on Tuesday, November 10, 2026, 0.81 percent below the Xetra close of 37.24 euros on Tuesday. The company also said capital expenditure should remain significantly below the prior year's level, while plans to expand optical production capacity in Jena remain unchanged.