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Jun 29
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ASML Q2 2025 Earnings Report
ASML reported strong revenue and earnings growth in Q2 2025, driven by higher system sales and service revenues.
Key Takeaways
ASML delivered solid Q2 2025 results with revenue reaching €7.69 billion and net income rising to €2.29 billion. Strong demand for lithography systems and service contracts contributed to robust gross margins and operating income.
Revenue rose to €7.69 billion driven by both system and service sales
Net income improved to €2.29 billion with ~30% net margin
Operating income reached €2.66 billion with gross margin at 53.7%
Net bookings remained strong at €5.54 billion
ASML
ASML
ASML Revenue by Segment
Revenue by Segment
Net system sales Revenue
CapyFin.comService & field options Revenue
CapyFin.com Forward Guidance
ASML expects continued demand driven by semiconductor and AI-related investments, but geopolitical and macroeconomic uncertainties remain risks.
Positive Outlook
- Strong AI demand expected to drive growth
- Lithography remains key to semiconductor innovation
- Full-year 2025 net sales expected to grow vs 2024
- High Installed Base Management sales expected
- Continued shareholder returns via dividends and buybacks
Challenges Ahead
- Geopolitical and trade tensions may impact shipments
- Export control regulations pose uncertainties
- Supply chain constraints could affect production
- Macroeconomic slowdown risks persist
- Interest rate and inflation pressures remain
Revenue & Expenses
Visualization of income flow from segment revenue to net income