ASML Q2 2025 yield report

ASML reported the win in the second quarter, which defeated estimates with the most important net bookings before consensus.

However, the Chip Equipment Giant missed the analyst expectations of sales advice in the current quarter and warned of the possibility that there was no growth.

ASML has compared to LSEG consensus estimates for the second quarter:

• Net sales: 7.7 billion euros (8.95 billion US dollars) expected compared to 7.52 billion euros
• Net profit: 2.29 billion euros expected compared to 2.04 billion euros

In his own earlier forecast in April, ASML announced that the net turnover was expected in the second quarter between EUR 7.2 billion and 7.7 billion euros. In a pre -drawn interview, which was published on the ASML website, the company's CFO, Roger Dasen said that the bar was due to the improvement of the currently used machines and tariffs with a “less negative” impact than expected.

Analysts expected net bookings-an important indicator of the order demand-at 4.19 billion euros over the route from April to June. ASML reported net bookings of 5.5 billion euros.

ASML is one of the most important semiconductor supply chain companies in the world. It makes extreme ultraviolet lithography machines (EUV) that are required to produce the most advanced chips in the world Apple And Nvidia.

Like companies Intel And Taiwan Semiconductor Manufacturing Co. Are customers of ASML.

Like many companies in the semiconductor industry, ASML has dealt with the uncertainty of the US tariff policy.

The company predicted sales with the third quarter of 7.4 billion euros and 7.9 billion euros, which shy away from market expectations of 8.3 billion euros.

According to ASML, sales expect the year as a whole of 2025 by 15%, which means that the guidance of previously announced forecasts from 30 billion euros will be restricted to 35 billion euros.

However, the Dutch tech giant was less sure about the prospects for 2026.

“We see from 2026 that the basics of our AI customers are still strong,” said the CEO of ASML, Christophe Fouquet.

“At the same time, we continue to see an increasing uncertainty that is due to macroeconomic and geopolitical developments. Therefore we cannot confirm it at this stage, while we are still preparing for growth in 2026.”

The company based in Veldhoven, the Netherlands based in Veldhoven, has published its next generation EC tools as High Na, which stands for a high numerical aperture. These machines, which are larger than a double-decker bus and each cost more than $ 400 million, are the key to the future growth plans from ASML.

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