🚨 BREAKING: We just reported our Q2 2025 financial results! 👇 📈 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. 📊 Looking at 2026, we see that our AI customers' fundamentals remain strong. At the same time, we continue to see increasing uncertainty driven by macro-economic and geopolitical developments. Therefore, while we still prepare for growth in 2026, we cannot confirm it at this stage. ➡️ We expect third-quarter total net sales between €7.4 billion and €7.9 billion, with a gross margin between 50% and 52%. We expect R&D costs of around €1.2 billion and SG&A costs of around €310 million. For the full year 2025, we expect a 15% increase in total net sales and a gross margin of around 52%," said ASML President and Chief Executive Officer Christophe Fouquet.
ASML’s €1.2B R&D investment this quarter is more than a number , it’s a signal of strategic leadership. While net income dipped slightly, the increased R&D spending reflects long-term vision over short-term gain, a bold move in a capital-intensive industry. This kind of transparency, commitment, and innovation-first mindset reinforces ASML’s trusted brand position in the global semiconductor ecosystem. Q1 and Q2 point to consistent demand, but the real story lies in how ASML is shaping the future by investing in it. Geopolitical uncertainty what you mentioned is notable one. Waiting for the Q3 outcome. Great way ahead.
Congratulations ASML!
Press highlighted Fouquet's comment about the 2026 outlook as VERY negative. Personally, I see a bit of a contradiction between what was reported to Globenewswire early this morning and the press release video; maybe better wording is needed. It's sad to see such stock bleeding when it's beating every metric on short/long future.
Impressive results and continued innovation from ASML! At 14644 Cleanroom, we recognize the precision and cleanliness requirements critical to enabling advanced lithography. Congratulations on the Q2 performance and the successful deployment of the TWINSCAN EXE:5200B — a major step forward for EUV and High NA technology. 👏
Excelentes resultados hasta el momento! En buenahora !
Learn more about our Q2 2025 financial results: https://www.asml.com/en/investors/financial-results/q2-2025
Good shines ...
EUV SQ Engineer | Digital Ambassador @ASML
3wCongrats team ASML! Applauding all the brilliant teams and stakeholders behind the numbers! 🥂 #lifeAtASML