ASML Posts Higher H1 Net Income, Total Net Sales Reaches New High

ASML Holding N.V., a world leader in lithography equipment for the semiconductor industry, has posted higher H1 net income and total net sales. Net sales are primarily driven by the sale of lithography equipment (77%) and services (23%). Geographically, sales are distributed across the Netherlands, Europe/Middle East/Africa, China, South Korea, the United States, Taiwan, Japan, and Singapore.

ASML Holding N.V., a leading supplier of advanced semiconductor equipment systems, has released its first-half 2025 financial results, showcasing robust performance across key metrics. The company reported total net sales of €7.74 billion and a net profit of €2.36 billion for the period ending June 29, 2025, representing significant increases from the same period last year.

The primary drivers of ASML's strong performance were the sale of lithography equipment and services. Lithography equipment sales accounted for 77% of total net sales, while services contributed 23% [2]. Geographically, sales were distributed across various regions, including the Netherlands, Europe/Middle East/Africa, China, South Korea, the United States, Taiwan, Japan, and Singapore.

Analysts have provided mixed sentiments towards ASML's stock. Mizuho Securities analyst Kevin Wang recently assigned a Hold rating with a price target of €650.00 [1], citing concerns about the company's valuation and potential slower growth in the semiconductor market. However, Morgan Stanley analyst Lee Simpson maintains a Hold rating with a price target of €660.00 [2], and Deutsche Bank has a Buy rating on the stock [2]. The consensus among analysts is a Moderate Buy rating with a price target of €923.80 [1].

Investors are closely monitoring ASML's earnings report for the second quarter of 2025, scheduled for release on July 16th. Analysts expect earnings of $5.80 per share and revenue of $8.72 billion for the quarter [1]. The company's full-year 2025 guidance at EPS and Q2 2025 guidance at EPS are also eagerly anticipated.

ASML's President and Chief Executive Officer, Christophe Fouquet, stated that the company's second-quarter total net sales came in at €7.7 billion, at the top end of their guidance. The gross margin was 53.7%, above guidance, driven by higher upgrade business and one-offs resulting in lower costs. Fouquet also highlighted the continued progress in litho intensity, particularly in DRAM, and the introduction of the TWINSCAN NXE:3800E, which reinforces the momentum. The company expects a full-year 2025 total net sales increase of around 15% relative to 2024, with a gross margin of around 52% [2].

In addition to its financial performance, ASML has also announced an interim dividend of €1.60 per ordinary share to be made payable on August 6, 2025. The company purchased around €1.4 billion worth of shares under its current share buyback program in the second quarter [2].

ASML's performance highlights its position as a key player in the semiconductor industry, and investors should continue to monitor the company's earnings reports and analyst ratings for further insights.

References:
[1] https://www.ainvest.com/news/asml-holding-nv-receives-hold-rating-mizuho-securities-650-00-price-target-2507/
[2] https://www.globenewswire.com/news-release/2025/07/16/3116126/0/en/ASML-reports-7-7-billion-total-net-sales-and-2-3-billion-net-income-in-Q2-2025.html