ASML reports Q2 EPS EUR 6.00 vs. EUR 5.90 last year

Reports Q2 revenue EUR 7.74B vs. EUR 7.69B last year. Reports Q2 net bookings EUR 5.5B. “Our second-quarter total net sales came in at EUR 7.7 billion, at the top end of our guidance. The gross margin was 53.7%, above guidance, primarily driven by higher upgrade business and one-offs resulting in lower costs. We see continued progress in litho intensity, particularly in DRAM, and the introduction of the TWINSCAN NXE:3800E reinforces that momentum. Meanwhile, EUV adoption is advancing as planned, including High NA. This quarter, we shipped the first TWINSCAN EXE:5200B system. Looking at 2026, we see that our AI customers’ fundamentals remain strong. At the same time, we continue to see increasing uncertainty driven by macro-economic and geopolitical developments. Therefore, while we still prepare for growth in 2026, we cannot confirm it at this stage. We expect third-quarter total net sales between EUR 7.4 billion and EUR 7.9 billion, with a gross margin between 50% and 52%. We expect R&D costs of around EUR 1.2 billion and SG&A costs of around EUR 310 million. For the full year 2025, we expect a 15% increase in total net sales and a gross margin of around 52%,” said ASML (ASML) president and CEO Christophe Fouquet.