ASML Q3 Results: Revenue Up 0.1% Sequentially, Net Profit Down Slightly

ASML reported Q2 revenue of €7.69bn, stable sequentially, and a net profit of €2.29bn. The company's strong order book, with net orders of €5.54bn, up 41% compared to Q1, reflects robust demand, particularly in AI-related segments. However, ASML surprised the market with cautious comments on 2026, citing increasing uncertainty due to macroeconomic and geopolitical factors. Despite this, the company confirms its 2025 outlook of 15% revenue growth and a gross margin of around 52%.

VELDHOVEN, the Netherlands, July 2, 2025 - ASML Holding NV (ASML) has released its Q2 2025 financial results, showing robust performance and a strong order book. The company reported total net sales of €7.7 billion, up 1% sequentially from Q1 2025, with a gross margin of 53.7%. Net income for the quarter was €2.3 billion, a 3% increase year-over-year. The company's strong order book, with net bookings of €5.5 billion, up 41% compared to Q1, reflects robust demand, particularly in AI-related segments [1].

ASML's CEO, Christophe Fouquet, noted that the company's second-quarter total net sales came in at the top end of their guidance, driven by higher upgrade business and one-offs resulting in lower costs. The company also shipped the first TWINSCAN EXE:5200B system, further reinforcing its momentum in EUV adoption [1].

However, ASML surprised the market with cautious comments on 2026, citing increasing uncertainty driven by macroeconomic and geopolitical developments. Despite this, the company confirmed its 2025 outlook of 15% revenue growth and a gross margin of around 52%. For Q3 2025, ASML expects total net sales between €7.4 billion and €7.9 billion, with a gross margin between 50% and 52% [1].

The company also announced an interim dividend of €1.60 per ordinary share, payable on August 6, 2025. In the second quarter, ASML purchased around €1.4 billion worth of shares under its current share buyback program [1].

References:
[1] https://www.asml.com/en/news/press-releases/2025/q2-2025-financial-results
[2] https://finance.yahoo.com/news/asml-reports-7-7-billion-050000710.html