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Jenoptik AG operates as a holding company, which engages in the provision of products and services to the photonics market. It operates through the following segments: Optics and Life Science; Mobility; and Defense and Civil Systems. The Optics and Life Science segment consists of healthcare and industry, and optical systems businesses. The Mobility segment involves in automotive and traffic safety markets. The Defense and Civil Systems segment develops, manufactures, and distributes mechatronic and sensor products for the civil and military. Its divisions include Light and Optics, Light and…

The portfolio's return was 5.34% (net) for the reporting period. Top contributors were Jenoptik, Hamamatsu Photonics, and oOh!media. Top detractors were Valmet, Lanxess, and Adecco.

Jenoptik AG (JNPKF) Q2 2026 Earnings Call Transcript

Jenoptik ETR: JEN reported a return to revenue growth and a sharp improvement in profitability in the first half of 2026, supported by demand in its semiconductor-focused operations and strong order activity in Biophotonics. The company also raised the specificity of its full-year outlook, forecasting revenue growth toward the upper half of its previous range.

Jenoptik AG (JNPKF) Q1 2026 Earnings Call Transcript

Jenoptik ETR: JEN reported record first-quarter order intake for 2026, driven by a sharp rebound in semiconductor-related demand and stronger biophotonics activity, while revenue was slightly lower year over year and profitability improved.