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Mar 30, 2025
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ASML Q1 2025 Earnings Report
ASML reported strong Q1 2025 results, with solid revenue and profitability driven by favorable product mix.
Key Takeaways
ASML delivered €7.7 billion in revenue and €2.4 billion in net income for Q1 2025. Gross margin exceeded expectations due to favorable EUV product mix and milestone achievements. EPS was €6.00. The company continues to expect full-year revenue between €30B and €35B.
Revenue for Q1 2025 was €7.7B, in line with guidance.
Gross margin reached 54%, surpassing expectations.
Net income came in at €2.4B with EPS of €6.00.
Customer demand remains strong with AI as a key growth driver, despite tariff-related uncertainty.
Forward Guidance
ASML expects Q2 2025 revenue between €7.2B and €7.7B and gross margin between 50% and 53%. Full-year guidance remains at €30B–€35B revenue with a gross margin of 51%–53%.
Positive Outlook
- Q2 revenue guidance up to €7.7B.
- Gross margin potentially reaching 53%.
- Strong customer interest in High NA systems.
- AI continues to be a primary growth driver.
- 2025 and 2026 expected to be growth years.
Challenges Ahead
- Tariff announcements introduce macro uncertainty.
- Gross margin bandwidth widened due to uncertainty.
- Geopolitical risks may impact operations.
- Some variability expected in customer performance.
- Dynamic market conditions could affect demand timing.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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