ASML Q2 2025 earnings report
The ASML icon is displayed on a smartphone, the ASML chip appears in the background.
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Asml On Wednesday, he warned the possibility of no growth in 2026, even if he defeated the upper and profitability expectations for the second quarter.
ASML’s guidance for the current quarter missed expectations while narrowing its own forecast for the rest of the year.
Like many companies in the semiconductor industry, ASML is struggling with the uncertainty created by the US tariff policy.
The company is afraid of the third quarter income between 7.4 billion euros and 7.9 billion euros, 8.3 billion euros market expectations.
ASML said that it expects 15%of the full year 2025 net sales and narrowed its guidance from an estimation of 30 billion euros to 35 billion euros. This growth number 2025 income will mean 32.5 billion income.
However, the Dutch technology giant was less confident than the 2026 view.
“When we look at 2026, we see that the foundations of our customers are strong,” ASML CEO Christophe Fouquet said. He said.
“At the same time, we continue to see the increasing uncertainty directed by macro-economic and geopolitical developments. Therefore, we cannot verify at this stage as we are still preparing to grow in 2026.”
AI driving growth
For the current quarter, ASML estimates analyst forecasts on the upper and bottom line and in the key net booking figure.
How was it against ASML’s LSEG consensus forecasts for the second quarter:
- Net Sales: 7.7 billion euros (8.95 billion dollars) and 7.52 billion euros are expected
- Net profit: 2.29 billion euros vs 2.04 billion euros are expected
In April, ASML said that he expects the second quarter net sales between 7.2 billion euros and 7.7 billion euros. In a pre -recorded interview published on ASML’s website, Roger Dassen, the chief finance manager of the company, said that the rhythm is from the revenue of the currently deployed machines and the “less negative” effect than expected.
Analysts predicted that net bookings, a basic indicator of order request, would come to 4.19 billion euros in April-June. ASML reported 5.5 billion euros.
ASML is one of the most important semiconductor supply chain companies in the world. Makes excessive ultraviolet lithography (EUV) machines that are required to produce the world’s most advanced chips, for example Apple And Nvidia.
Companies like Intel And Taiwan SemiLetken Production Inc. ASML customers.
ASML has benefited from the demand for the chips for artificial intelligence. Dassen said this AI demand was “a great driving force for EUV”.
Veldhoven released a new generation EUV vehicles known as High Na Na, which means high -numerical diaphragm. These machines, which are larger than a double -storey bus and cost more than $ 400 million, are the key to ASML’s future growth plans.
ASML said he sent a high Na vehicle in the second quarter.
