5D·

ASML Q2'25 Earnings Highlights

BamBamInvest · 2025-07-16T07:07:08.413283Z

$ASML $ASML $ASMLF Revenue: €7.69B (Est. €7.51B) ✅; +23% YoY EPS: €5.90 (Est. €5.22) ✅;+47% YoY Gross Margin: 53.7% (Est. 51.9%) ✅; +220bps YoY Net Bookings: €5.54B (Est. €4.80B) ✅; -0.5% YoY Guidance FY25 Revenue Growth: ~15% YoY (Prior: €30-35B) FY25 Gross Margin: ~52% (Prior: 51%-53%) Q3 Revenue: €7.4B-€7.9B (Est. €8.21B) Q3 Gross Margin: 50%-52% (Est. 51.4%) Comment from the CEO: "Tariffs were slightly less negative than we expected." "We are preparing for growth in 2026, but cannot confirm this due to the increasing uncertainty." "Gross margin was above forecast due to higher upgrade business and one-off promotions." "The introduction of EUV and High NA is progressing as planned; the first EXE:5200B system has been delivered." ✌️ $NVDA $AMD $TSM

$ASML (-2,37%)
$ASML (-2,84%)
$ASMLF

Revenue: €7.69B (Est. €7.51B) ✅; +23% YoY
EPS: €5.90 (Est. €5.22) ✅;+47% YoY
Gross Margin: 53.7% (Est. 51.9%) ✅; +220bps YoY
Net Bookings: €5.54B (Est. €4.80B) ✅; -0.5% YoY

Guidance

FY25 Revenue Growth: ~15% YoY (Prior: €30-35B)
FY25 Gross Margin: ~52% (Prior: 51%-53%)
Q3 Revenue: €7.4B-€7.9B (Est. €8.21B)
Q3 Gross Margin: 50%-52% (Est. 51.4%)

Comment from the CEO:

"Tariffs were slightly less negative than we expected."
"We are preparing for growth in 2026, but cannot confirm this due to the increasing uncertainty."
"Gross margin was above forecast due to higher upgrade business and one-off promotions."

"The introduction of EUV and High NA is progressing as planned; the first EXE:5200B system has been delivered."

✌️

$NVDA (-1,21%)
$AMD (-0,61%)
$TSM (-1,21%)

27 Comentários

Mau@ProMau

Nice that ASML did well yesterday, so we are only back to where we were the day before yesterday 😂 always look on the bright side

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jkbsmn92@jkbsmn92

@ProMau take another close look haha

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Mau@ProMau

@jkbsmn92 yes ok 06.07., also not long ago

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Fetzen@Fetzen

@ProMau are we all looking at the same chart?

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~ S.@Semos25

Like you, I should have sold ASML and shifted into AMD - at least I would have been better off. 🤣🤣 Joking aside: at least he's realistic. I'm really curious to see how the negotiations on the tariffs will go.

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BamBamInvest@BamBamInvest

You're always smarter with hindsight, but at $AMD the story is far from over.

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Tenbagger2024@Tenbagger2024

@Semos25
Just stick with ASML in the long term.
But hopefully it won't be a second LVMH 🙈🙈

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~ S.@Semos25

@Tenbagger2024 This is exactly my fear, but the figures for $ASML are top, unlike $MC. Let's see if the support zone holds. 🤔

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Tenbagger2024@Tenbagger2024

@Semos25
A lot depends on 🍊 again. Customs duties, delivery freeze and what will happen in August and how many deals will be concluded before then.

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~ S.@Semos25

@Tenbagger2024 The only thing that surprises me is that the market is not slipping into negative territory despite Trump's new tariffs - or are appearances deceptive? A lot is already priced in but hmmmm 🤔

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Tenbagger2024@Tenbagger2024

@Semos25
That's true, which is why I'm a little cautious at first

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~ S.@Semos25

@Tenbagger2024 well there you see how he's influencing the markets again. 🍊

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Tenbagger2024@Tenbagger2024

@Semos25
We have to put up with it for another three and a half years

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Tenbagger2024@Tenbagger2024

Somehow I knew that the forecasts would be lowered in the current tariff war. That's why I fortunately avoided buying more.
I'm really curious to see how the further earnings will go and who will adjust the outlook.

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BamBamInvest@BamBamInvest

@Tenbagger2024 could fit well into the 2nd half of July, take some overbought, take profit taking and euphoria out of the market, remains exciting as always 👍

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Tenbagger2024@Tenbagger2024

@BamBamInvest
Think it's good to have some cash on the sidelines at the moment

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BamBamInvest@BamBamInvest

@Tenbagger2024 yes, I agree

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Apo$tolo$@Greekinvestor

@BamBamInvest do you consider opening a position?

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BamBamInvest@BamBamInvest

@Greekinvestor I don't think $ASML will be spared if we enter a correction due to the uncertainty. In this sector, $AMD would be the better choice for me with more growth opportunities in the data center/interference area. $ASML would have to give way a little more.

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