# Evotec 2026 revenue outlook cut

> Live situation record from CLSTR: https://clstr.news/situations/evotec-2026-revenue-outlook-cut
> Updated: 2026-08-02T14:10:07.000Z. Sources: 6. Developments: 2.

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.

## Claims

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

## Timeline

### 2026-08-02: 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.

6 sources. https://clstr.news/cluster/evonik-posts-11-revenue-growth-31-profit-decline-announces-job-cuts

### 2026-07-13: 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.

10 sources. https://clstr.news/cluster/evotec-slashes-2026-revenue-target-expects-negative-ebitda-shares-fall-14

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Cite as: Evotec 2026 revenue outlook cut. CLSTR, https://clstr.news/situations/evotec-2026-revenue-outlook-cut