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.
President and CEO Stefan Traeger told analysts that order intake was “very strong” in the company’s OEM businesses, particularly as the semiconductor equipment ramp-up “seems to be in full swing now.” Group order intake reached nearly EUR 357 million in the quarter, which Traeger described as a record for the company. The book-to-bill ratio rose to almost 1.5, and the order backlog increased to EUR 719 million.
