ASML HOLDING (ASML) Company Report

For Q3 2025, ASML reported total net sales of €7.5 billion, a gross margin of 51.6%, and net income of €2.1 billion, resulting in an EPS of €5.49. Net system bookings for the quarter were €5.4 billion.
ASML expects Q4 2025 total net sales to be between €9.2 billion and €9.8 billion, with a gross margin between 51% and 53%. The full-year 2025 total net sales are projected to be around €32.5 billion with a gross margin of approximately 52%.
The company announced the appointment of Marco Peters as Chief Technology Officer and its intent to appoint him to the Board of Management. ASML also invested €1.3 billion in Mistral AI's Series C funding round, acquiring an 11% share, and shipped its first XT260 3D integration product.
China's total net sales are expected to decline significantly in 2026 compared to 2024 and 2025, returning to more reasonable business levels after a period of high demand. Positive momentum from AI infrastructure investments is supporting demand in leading-edge logic and advanced DRAM.
ASML paid a Q3 2025 interim dividend of €1.6 per ordinary share and plans another €1.6 per share for Q4 2025. The company purchased approximately €148 million in shares during Q3 2025 and anticipates announcing a new share buyback program in January 2026, as the current €12 billion program is not expected to be completed by the end of 2025.

Oct 15, 2025, 1:00 PM

Transcript

ASML Reports Q3 2025 Results and Provides Q4 and Full-Year Guidance

ASML

Earnings

Guidance Update

Share Buyback

ASML reported Q3 2025 total net sales of €7.5 billion and net income of €2.1 billion, resulting in an EPS of €5.49, with a gross margin of 51.6%. Net system bookings for the quarter were €5.4 billion, including €3.6 billion from EUV systems.
For Q4 2025, the company expects total net sales between €9.2 billion and €9.8 billion and a gross margin between 51% and 53%. Full-year 2025 total net sales are anticipated to be around €32.5 billion with a gross margin of around 52%.
The company paid a €1.6 per ordinary share first interim dividend in Q3 2025 and will pay a second quarterly interim dividend of €1.6 per ordinary share on November 6, 2025. ASML purchased approximately €148 million in shares during Q3 2025 and expects to announce a new share buyback program in January 2026.
ASML anticipates China total net sales in 2026 to decline significantly compared to 2024 and 2025, but overall 2026 total net sales are not expected to be below 2025. The 2026 EUV business is projected to be up, driven by advanced DRAM and leading-edge logic demand.
Marco Peters was appointed Chief Technology Officer and is intended for Board of Management appointment in April 2026. The company also shipped its first 3D integration product, the XT260, and noted SK Hynix began taking delivery of its first High NA (EXE5200) system.

Oct 15, 2025, 1:00 PM

Transcript

ASML reports Q3 2025 results and provides full-year and Q4 2025 outlook

ASML

Earnings

Guidance Update

Share Buyback

ASML reported total net sales of €7.5 billion, net income of €2.1 billion, and a gross margin of 51.6% for Q3 2025.
The company expects full-year 2025 total net sales growth of around 15% relative to 2024, with a gross margin of around 52%.
For Q4 2025, ASML anticipates total net sales between €9.2 billion and €9.8 billion and a gross margin between 51% and 53%.
An interim dividend of €1.60 per ordinary share will be made payable on November 6, 2025, and the company purchased €148 million worth of shares in Q3 2025 under its current buyback program.

Oct 15, 2025, 10:01 AM

6-K

ASML Reports Q3 2025 Results and Provides Q4 and Full-Year Guidance

ASML

Earnings

Guidance Update

New Projects/Investments

ASML reported Q3 2025 net sales of €7.5 billion, a gross margin of 51.6%, and net income of €2.1 billion, with net bookings of CHF 5.4 billion.
The company provided Q4 2025 revenue guidance of €9.2 billion to €9.8 billion and full-year 2025 net sales guidance of approximately €32.5 billion, with a full-year gross margin around 52%.
ASML expects 2026 net sales to not be below 2025, despite a projected significant decrease in demand from Chinese customers compared to 2024 and 2025.
Strategically, ASML partnered with Mistral AI, taking an 11% share as the lead investor , and shipped its first advanced packaging product, the XT260, offering up to 4x productivity. The company also reaffirmed its 2030 revenue opportunity of €44 billion to €60 billion.

Oct 15, 2025, 5:00 AM

Transcript

ASM International Reports Mixed Q2 Results with Order Decline

ASML

Earnings

Guidance Update

Demand Weakening

ASM International reported second-quarter orders of €702 million (down 4% year-over-year), missing analyst expectations due to lower bookings from its advanced logic and foundry segments.
Despite the decline in orders, the company's revenue grew 23% to €835.6 million, and net profit increased to €202.4 million, both surpassing forecasts. Adjusted operating earnings were €263 million with a 31.5% margin, also exceeding market expectations.
ASM International's American Depositary Receipts (ADRs) fell 7.8% on the day of the report and are down 23% over the last year, reflecting investor concerns.
For the third quarter, the company anticipates orders to be below sales, with revenue expected to be flat or up to 5% lower than the second quarter's €835.6 million.

Jul 22, 2025, 4:48 PM

Bloomberg

ASML Reviews 2024 Performance and Strategic Outlook at AGM 2025

ASML

Dividends

Corporate Governance

Tariff Impact

ASML provided an overview of its 2024 performance, reporting modest revenue growth (around 3%) with stable gross margins (approximately 51.3%), a strong bookings backlog, and continued investments in advanced lithography technologies (EUV, DUV, and INA) driven by AI demand.
Executives addressed macro challenges, discussing the potential impact of U.S. tariffs, supply chain adjustments, and competitive pressures—including risks of emerging domestic alternatives for EUV—with strategies such as establishing free trade zones to mitigate tariff stacking.
Corporate governance and capital allocation were highlighted, with updates on board nominations and reappointments, revisions to executive compensation policies, and a proposed dividend increase to EUR 6.40 per share (up 4.9%), underscoring the company’s stable outlook amid market complexities.

Apr 23, 2025, 12:01 AM

Transcript

ASML Reports Q1 2025 Results

ASML

Earnings

Revenue Acceleration/Inflection

ASML reported total net sales of €7.7 billion in Q1 2025 with a gross margin of 54.0%, reflecting steady performance ( , ).
The company achieved a net income of €2.4 billion and recorded net bookings of €3.9 billion, including €1.2 billion in EUV bookings ( , ).
Guidance for Q2 2025 indicates projected net sales between €7.2 billion and €7.7 billion, with FY 2025 total net sales expected to range between €30 billion and €35 billion ( , ).

Apr 16, 2025, 12:00 AM

6-K

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