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Dec 31, 2025
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ASML Q4 2025 Earnings Report
ASML reported strong Q4 results with increased revenue and profit margins compared to the same period last year.
Key Takeaways
ASML delivered a solid Q4 performance, posting higher net income and revenue compared to Q4 2024. The company saw strong demand leading to a surge in net bookings, positioning it for growth in 2026.
Revenue by Segment
Forward Guidance
ASML anticipates continued growth in demand driven by AI and semiconductor industry expansion, but faces geopolitical and supply chain uncertainties.
Positive Outlook
- Strong increase in net bookings points to solid future demand
- Growth driven by lithography system demand
- AI-related demand expected to remain strong
- Solid cash position to support R&D and shareholder returns
- Positive long-term outlook for semiconductor industry
Challenges Ahead
- Geopolitical risks could impact global operations
- Supply chain constraints may persist
- Export regulations and licensing uncertainties
- Inventory fluctuations affecting tool utilization
- Macroeconomic volatility impacting capital spending
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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