ASML Q3 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025

Earnings

ASML delivered a standout third quarter, posting earnings per share of $6.37 against a consensus estimate of $5.37, an 18.42% beat, while revenue of $8.73 billion cleared Wall Street's $7.73 billion forecast by 12.95%, even as top-line growth remaine… Read more ASML delivered a standout third quarter, posting earnings per share of $6.37 against a consensus estimate of $5.37, an 18.42% beat, while revenue of $8.73 billion cleared Wall Street's $7.73 billion forecast by 12.95%, even as top-line growth remained modest at just 0.7% year over year. The stronger-than-expected result was driven largely by an accelerating shift in the sales mix toward higher-value EUV systems, which climbed to 48% of net system sales from 38% in the prior quarter, lifting gross margin to 51.6%. Net bookings of $6.27 billion, including $4.18 billion in EUV, reinforced that AI-driven chip equipment demand continues to underpin the order pipeline. Logic customers, fueled by artificial intelligence investment, accounted for 69% of net system sales and 84% of bookings. Looking ahead, ASML guided Q4 revenue between $10.69 billion and $11.38 billion, expects roughly 15% full-year sales growth for 2025, and signaled that 2026 total net sales will not fall below 2025 levels, though China revenue is expected to decline significantly next year.