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[SITUATION] · [QUIET] · [BUSINESS]

2 clusters · 6 sources · 20 days · First seen 29 days ago · Last updated 9 days ago

Evotec 2026 revenue outlook cut

Overview

Evotec SE announced a substantial reduction of its 2026 full‑year guidance, lowering expected group revenue to €570‑610 million from the previously forecast €700‑780 million and projecting an adjusted EBITDA loss of €70‑105 million instead of a modest profit. Preliminary half‑year figures showed revenue of about €300 million and an adjusted EBITDA loss of €42.7 million, with liquidity around €465.6 million. Management attributed the shortfall mainly to delayed milestone payments (about 40 % of the gap) and weaker contributions from prospective new partnerships (about 45 %). The outlook revision triggered a sharp market reaction, with Evotec’s share price falling 14‑30 % in after‑hours and early trading, reaching as low as €3.42. The company plans to release full second‑quarter and half‑year results on 13 August 2026.

Entities

Christian Kullmann · German automotive sector · AI data‑center customers · Infineon Technologies AG · German semiconductor industry

Claims

What the coverage asserts, and how well corroborated each claim is across sources.

[● 3 SOURCES] Infineon reported third‑quarter revenue of €4.2 billion, a 13 % increase from the previous quarter. www.allgaeuer-zeitung.de · www.zeit.de · www.wz.de
[● 3 SOURCES] Infineon posted a net profit of €423 million for the quarter, up 39 % year‑on‑year. www.allgaeuer-zeitung.de · www.zeit.de · www.wz.de
[● 3 SOURCES] Power‑supply solutions for AI data‑center servers were the main growth driver for Infineon in the quarter. www.allgaeuer-zeitung.de · www.zeit.de · www.finanzen.ch
[● 3 SOURCES] Infineon's automotive segment contributed roughly half of total revenue and showed rising order volumes. www.allgaeuer-zeitung.de · www.zeit.de · www.wz.de
[● 3 SOURCES] Infineon's Power & Sensor Systems division grew about one‑third year‑on‑year. www.allgaeuer-zeitung.de · www.zeit.de · www.wz.de
[● 3 SOURCES] A new manufacturing facility in Dresden opened about one month before the quarter’s results were released. www.allgaeuer-zeitung.de · www.zeit.de · www.wz.de
[○ 1 SOURCE] Infineon signed multi‑year capacity agreements with AI data‑center customers covering a high‑single‑digit‑billion‑euro volume. www.finanzen.ch
[○ 1 SOURCE] Analysts are focusing on Infineon's €1.5 billion AI‑revenue target for the full fiscal year. www.kapitalmarktexperten.de

Timeline

9 days ago

[BUSINESS] 6 sources
Infineon posts record Q3 revenue of €4.2 billion
Infineon posted a record €4.2 bn Q3 revenue, profit up 39 %, driven by AI data‑center power supplies, a rebounding automotive segment, a new Dresden fab and new AI capacity deals.
29 days ago

[BUSINESS] 10 sources
Evotec slashes 2026 revenue outlook as shares plunge
Evotec cuts its 2026 revenue forecast to €570‑610 million (from €700‑780 million) and EBITDA to a €70‑105 million loss, citing delayed milestone payments; shares fell about 30% to €3.42.

Sources

allgaeuer-anzeigeblatt.de · finanzen.ch · it-boltwise.de · kapitalmarktexperten.de · mobil.zeit.de · wz.de