ASML's Q2 Bookings Exceed Estimates, Boosting Growth Prospects

ASML, the world's largest supplier of computer chip-making equipment, reported a rise in Q2 bookings of 5.5 billion euros, beating analysts' expectations of 4.44 billion euros. The strong performance may indicate that ASML's growth targets for 2026 are on track.

Veldhoven, the Netherlands, July 2, 2025 – ASML Holding NV (ASML), the world's leading supplier of computer chip-making equipment, has reported robust financial results for the second quarter of 2025. The company's total net sales for Q2 2025 amounted to €7.7 billion, surpassing analysts' expectations of €4.44 billion. This performance was driven by strong quarterly net bookings of €5.5 billion, with €2.3 billion in EUV (Extreme Ultraviolet) sales.

ASML's gross margin for Q2 2025 was 53.7%, exceeding the company's guidance of 52%. The company expects third-quarter 2025 total net sales to be between €7.4 billion and €7.9 billion, with a gross margin ranging from 50% to 52%. For the full year 2025, ASML anticipates a 15% increase in total net sales compared to 2024, with a gross margin of around 52%.

ASML's CEO, Christophe Fouquet, commented on the strong performance, stating, "Our second-quarter total net sales came in at €7.7 billion, at the top end of our guidance. The gross margin was 53.7%, above guidance, primarily driven by higher upgrade business and one-offs resulting in lower costs. We see continued progress in litho intensity, particularly in DRAM, and the introduction of the TWINSCAN NXE:3800E reinforces that momentum. Meanwhile, EUV adoption is advancing as planned, including High NA. This quarter, we shipped the first TWINSCAN EXE:5200B system."

The company also announced an interim dividend of €1.60 per ordinary share, to be paid on August 6, 2025. In the second quarter, ASML purchased around €1.4 billion worth of shares under its share buyback program.

ASML's strong performance in Q2 2025 suggests that the company's growth targets for 2026 may be on track. The company's continued investment in advanced technologies and strong demand for its equipment indicate a promising outlook for the semiconductor industry.

References:
[1] https://finance.yahoo.com/news/asml-reports-7-7-billion-050000710.html