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Optics and AI

Wed, Oct 21

Latest picks

Oct 17Sat
  1. TRUMPFOptics industry59

    TRUMPF reported results for fiscal year 2025/26, with sales of about EUR 4.3 billion, roughly flat year over year, while orders rose nearly 7% to EUR 4.5 billion. The EBIT margin improved significantly to 11.1%. The linked press release headline notes that global semiconductor and data center demand drove the business.

    Why we recommend it: Order growth coincided with higher margins. Combined with the semiconductor and data center demand cited in the press release headline, this offers a read on the changing fortunes of laser equipment makers.

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