Earnings summaries and quarterly performance for ASML HOLDING.
Research analysts who have asked questions during ASML HOLDING earnings calls.
DS
Didier Scemama
Bank of America
7 questions for ASML
Also covers: ERIC, IFNNY, LOGI +1 more
AG
Andrew Gardiner
Citigroup
6 questions for ASML
Also covers: ARM, ERIC, IFNNY +1 more
TQ
Tammy Qiu
Berenberg
6 questions for ASML
MH
Mehdi Hosseini
Susquehanna Financial Group
5 questions for ASML
Also covers: AEIS, ALAB, AMAT +21 more
CC
Chris Caso
Wolfe Research LLC
4 questions for ASML
Also covers: ADI, ALGM, AMAT +12 more
Joe Quatrochi
Wells Fargo
4 questions for ASML
Also covers: AEIS, ALGM, AMAT +12 more
KS
Krish Sankar
TD Cowen
4 questions for ASML
Also covers: AAPL, AEIS, AMAT +21 more
AD
Alexander Duval
Goldman Sachs
3 questions for ASML
Also covers: ERIC, NOK
CC
Christopher Caso
Wolfe Research
3 questions for ASML
Also covers: ADI, ALGM, AMAT +16 more
CM
Christopher Muse
Cantor Fitzgerald
3 questions for ASML
Also covers: ADI, AMAT, AMD +13 more
FB
François Bouvignies
UBS
3 questions for ASML
Also covers: NXPI
FB
Francois-Xavier Bouvignies
UBS
3 questions for ASML
Also covers: ERIC, NOK, NXPI +1 more
Joseph Quatrochi
Wells Fargo Securities, LLC
3 questions for ASML
Also covers: AEIS, ALGM, AMAT +10 more
SS
Sreekrishnan Sankarnarayanan
Wolfe Research, LLC
3 questions for ASML
Also covers: AAPL, AEIS, AMAT +21 more
Stephane Houri
ODDO BHF
3 questions for ASML
Also covers: ARM, IFNNY, STM
CJ
C J Muse
Tanner Fitzgerald
2 questions for ASML
Also covers: AMD, KLAC, MU +3 more
Michael Roeg
Degroof Petercam
2 questions for ASML
Also covers: TKAYF
SD
Sandeep Deshpande
JPMorgan Chase & Co.
2 questions for ASML
Also covers: ERIC, IFNNY, NOK +1 more
SR
Sara Russo
Bernstein
2 questions for ASML
AM
Adithya Metuku
HSBC
1 question for ASML
Also covers: IFNNY
CM
CJ Muse
Cantor Fitzgerald
1 question for ASML
Also covers: ADI, AMAT, AMD +15 more
JK
Jim Kavanagh
ASML NV
1 question for ASML
TS
Timm Schulze-Melander
Rothschild & Co Redburn
1 question for ASML
Also covers: AMAT, ARM, KLAC +2 more
Recent press releases and 8-K filings for ASML.
ASML Reports Strong Q4 and Full-Year 2025 Results, Provides Positive 2026 Guidance, and Announces New Share Buyback
ASML
Earnings
Guidance Update
Share Buyback
- ASML reported Q4 2025 net sales of EUR 9.7 billion and full-year 2025 net sales of EUR 32.7 billion, with net income of EUR 2.8 billion and EUR 9.6 billion respectively.
- For Q1 2026, net sales are expected to be between EUR 8.2 billion and EUR 8.9 billion, and full-year 2026 net sales are projected between EUR 34 billion and EUR 39 billion, driven by increased demand from AI and data center infrastructure.
- The company announced a new share buyback program of up to EUR 12 billion through December 31, 2028, and proposed a total dividend for 2025 of EUR 7.50 per ordinary share, marking a 17% increase from 2024.
- The market outlook has notably improved, with customers accelerating capacity expansion plans in advanced logic and DRAM, and ASML is increasing its manufacturing capacity to meet this demand, particularly for EUV systems.
Jan 28, 2026, 2:00 PM
ASML Reports Strong Q4 and Full Year 2025 Results, Provides Positive 2026 Outlook
ASML
Earnings
Guidance Update
Dividends
- ASML reported Q4 2025 net sales of EUR 9.7 billion and full year 2025 net sales of EUR 32.7 billion, with net income of EUR 2.8 billion and EUR 9.6 billion for the respective periods.
- For Q1 2026, the company expects net sales between EUR 8.2 billion and EUR 8.9 billion, and for full year 2026, anticipates net sales between EUR 34 billion and EUR 39 billion, with EUV revenues expected to be up significantly.
- The demand for advanced products, especially EUV systems, is driven by the positive impact of AI and strong demand for HBM and DDR products in memory, leading customers to accelerate capacity expansion plans.
- ASML announced a total dividend for 2025 of EUR 7.50 per ordinary share, representing a 17% increase compared to 2024, and initiated a new share buyback program effective January 28, 2026, to be executed by December 31, 2028.
- The company is ramping its manufacturing capacity to meet strong demand, confirming that EUV capacity is dynamic and not expected to be a bottleneck for customers, and anticipates increased lithography intensity with the transition to 4F² technology in DRAM.
Jan 28, 2026, 2:00 PM
ASML Reports Strong Q4 and Full-Year 2025 Results, Provides Upbeat 2026 Guidance
ASML
Earnings
Guidance Update
Revenue Acceleration/Inflection
- ASML reported Q4 2025 net sales of EUR 9.7 billion and full-year 2025 net sales of EUR 32.7 billion, with net income of EUR 2.8 billion and EUR 9.6 billion respectively.
- For the full year 2025, EUV system sales grew 39% to EUR 11.6 billion, while DUV system sales decreased 6% to EUR 12 billion.
- The company issued Q1 2026 net sales guidance of EUR 8.2 billion to EUR 8.9 billion and full-year 2026 net sales guidance of EUR 34 billion to EUR 39 billion.
- ASML highlighted an improved market outlook driven by data centers and AI-related infrastructure, expecting EUV revenues to be up significantly in 2026 and confirming that its manufacturing capacity will not be a bottleneck.
- In 2025, ASML returned EUR 8.5 billion to shareholders through dividends and share buybacks, and announced a new share buyback program through December 31, 2028.
Jan 28, 2026, 2:00 PM
ASML Reports 2025 Financial Results and 2026 Outlook
ASML
Earnings
Guidance Update
Share Buyback
- ASML reported €32.7 billion in total net sales and €9.6 billion in net income for the full year 2025, with a gross margin of 52.8%.
- For 2026, ASML expects total net sales to be between €34 billion and €39 billion, with a gross margin between 51% and 53%.
- The company announced a new share buyback program of up to €12 billion to be executed by December 31, 2028.
- ASML intends to declare a total dividend for 2025 of €7.50 per ordinary share, representing a 17% increase compared to 2024.
- Quarterly net bookings in Q4 2025 were €13.2 billion, and the backlog at the end of 2025 stood at €38.8 billion.
Jan 28, 2026, 11:03 AM
ASML Reports Record Q4 and Full-Year 2025 Results, Provides Strong 2026 Outlook Driven by AI Demand
ASML
Earnings
Guidance Update
Share Buyback
- ASML achieved a record Q4 2025 and reported full-year 2025 net revenue of EUR 32.7 billion with an EPS close to 25 euros per ordinary share.
- The company projects Q1 2026 net revenue between EUR 8.2 billion and EUR 8.9 billion and anticipates full-year 2026 net revenue between EUR 34 billion and EUR 39 billion, with significant growth expected in the EUV business.
- Growth is largely attributed to AI demand, which is driving customers to aggressively expand capacity for advanced logic and DRAM, leading to increased demand for ASML's advanced tools, including a 39% growth in EUV sales in 2025.
- ASML reiterated its long-term 2030 revenue target of EUR 44 billion to EUR 60 billion and announced a new EUR 12 billion share buyback program over three years, in addition to proposing a total dividend of EUR 7.50 for 2025.
Jan 28, 2026, 10:00 AM
ASML Reports Record Q4 2025 Results, Provides Strong 2026 Outlook, and Announces Organizational Restructuring
ASML
Earnings
Guidance Update
Layoffs
- ASML reported a record Q4 2025 in sales, order intake, and cash flow , concluding a strong full year 2025 with EUR 32.7 billion in net revenue, a 52.8% gross margin, and EUR 25 EPS.
- The company forecasts Q1 2026 net revenue between EUR 8.2 billion and EUR 8.9 billion and projects full-year 2026 net revenue between EUR 34 billion and EUR 39 billion, indicating a 12% increase at the midpoint over 2025.
- AI is a key growth driver, significantly increasing demand for advanced logic and memory, which is expected to boost ASML's entire product portfolio, especially EUV, which saw 39% growth in 2025.
- ASML is restructuring its technology team, reducing 1,700 leadership roles while adding 1,400 engineering positions to enhance innovation. The company also proposed a total dividend of EUR 7.50 for the year and announced a new EUR 12 billion share buyback program over three years.
Jan 28, 2026, 10:00 AM
ASML Reports Record Q4 2025 and Strong Full-Year Results, Provides Positive 2026 Outlook
ASML
Earnings
Guidance Update
Layoffs
- ASML reported a record Q4 2025 and strong full-year results, with net revenue of EUR 32.7 billion, a gross margin of 52.8%, and EPS close to 25 euros per ordinary share for FY 2025.
- The company provided a positive outlook for 2026, expecting net revenue between EUR 34 billion and EUR 39 billion (a 12% increase at the midpoint) and a gross margin of 51%-53%.
- AI is identified as a significant growth driver, expected to boost demand for advanced logic and memory by more than 20% year-on-year, impacting the entire product portfolio including EUV and DUV.
- ASML maintains its long-term 2030 revenue target of EUR 44 billion to EUR 60 billion with a gross margin of 56%-60%.
- The company announced a restructuring of its engineering and innovation teams, leading to 1,700 people leaving the company while creating 1,400 new engineering positions to enhance agility and innovation.
Jan 28, 2026, 10:00 AM
ASML Reports Record Bookings, Raises 2026 Guidance
ASML
Guidance Update
Layoffs
Revenue Acceleration/Inflection
- ASML reported record fourth-quarter bookings of approximately €13.2 billion, including €7.4 billion for EUV systems, which sent its stock and market value to record highs.
- The company raised its 2026 revenue guidance to €34–39 billion and reported €32.7 billion in net sales and €9.6 billion in net profit for 2025.
- ASML provided first-quarter 2026 revenue guidance of €8.2 billion to €8.9 billion.
- Management announced plans to cut about 1,700 jobs, primarily at leadership levels, to restore agility and streamline processes.
Jan 28, 2026, 7:42 AM
ASML Announces Job Cuts Amid Record Profits and Raised Guidance
ASML
Layoffs
Guidance Update
Earnings
- ASML plans to cut approximately 1,700 jobs, representing 3.8–4% of its workforce, primarily in Technology and IT & Data and at leadership/management levels.
- These job cuts occur despite the company reporting record 2025 results with €9.6 billion net profit on €32.7 billion sales and rising AI-driven orders.
- ASML raised its 2026 sales guidance to a range of €34 billion–€39 billion, exceeding analysts' expectations.
- The company frames the reorganization as a move to streamline processes, enhance efficiency, and position for further growth, rather than a response to weak demand.
Jan 28, 2026, 7:37 AM
ASML Reports Strong Q4 2025 Results and Provides Upbeat 2026 and Long-Term Guidance
ASML
Earnings
Guidance Update
Share Buyback
- ASML reported strong Q4 2025 net revenue of EUR 9.7 billion and full-year 2025 net revenue of EUR 32.7 billion, a 16% increase over 2024, with net income of EUR 9.6 billion for the full year.
- The company issued Q1 2026 net revenue guidance of EUR 8.2 billion to EUR 8.9 billion and full-year 2026 net revenue guidance of EUR 34 billion to EUR 39 billion, with a gross margin of 51% to 53% for both periods.
- Record order intake in Q4 2025, driven by strong customer demand for AI applications, resulted in a total backlog of EUR 38.8 billion at year-end 2025, with the EUV business expected to significantly increase in 2026.
- ASML announced a new share buyback program of up to EUR 12 billion through December 2028 and proposed a total 2025 dividend of EUR 7.50 per ordinary share, a 17% increase over 2024.
- The company reiterated its 2030 revenue expectation between EUR 44 billion and EUR 60 billion with a gross margin between 56% and 60%.
Jan 28, 2026, 6:00 AM
Fintool News
In-depth analysis and coverage of ASML HOLDING.
Corporate
ASML Cuts 1,700 Jobs Despite €9.6B Profit as AI Chip Boom Reshapes Workforce
Jan 28
Markets
S&P 500 Crosses 7,000 for the First Time in 68-Year History
Jan 28
Corporate
ASML Posts Record €13.2B Bookings as AI Demand Turns 'Sustainable'
Jan 28
Markets
ASML Joins $500 Billion Club as Third European Company Ever
Jan 15
Market Participants
ASML Surges 9% on Double Upgrade as Analyst Doubles Price Target to $1,500
Jan 2
Quarterly earnings call transcripts for ASML HOLDING.
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