ASML Beats Estimates, Positive Outlook with Strong Q2 Results

📌 Key Results (Q2 2025)

  • Revenue: €7.7 billion (vs. est. €7.56B)
  • EPS: €5.90 (vs. est. €5.24)
  • Net Income: €2.3 billion
  • Gross Margin: 53.7% (above guidance)
  • Net Bookings: €5.5 billion (including €2.3B from EUV)

📈 Stockholder Update

  • Dividend: €1.60 per share payable August 6
  • Buyback: €1.4 billion in shares repurchased during Q2

📊 Outlook

  • Q3 Revenue Guidance: €7.4B–€7.9B
  • Q3 Gross Margin: 50%–52%
  • Full-Year 2025 Sales Growth: ~15%
  • Full-Year Gross Margin Target: ~52%

🔍 Management Commentary
CEO Christophe Fouquet said sales landed at the high end of guidance and gross margin topped expectations thanks to higher upgrade activity and cost efficiencies. EUV momentum continues with the first TWINSCAN EXE:5200B system shipment.

🧠 AI-related demand remains strong, but macro/geopolitical uncertainty clouds visibility into 2026.