ASML reports Q4 EPS EUR 7.34 vs. EUR 6.84 last year

Reports Q4 revenue EUR 9.72B vs. EUR 9.26B last year. Reports Q4 net bookings EUR 13.2B. “ASML (ASML) reported another record year in 2025, with total net sales of EUR 32.7 billion and a gross margin of 52.8%. The fourth quarter was particularly strong: we reported record total net sales of EUR 9.7 billion, including the revenue recognized for two High NA systems. Our gross margin for Q4 was in line with our guidance at 52.2%. In the last months, many of our customers have shared a notably more positive assessment of the medium-term market situation, primarily based on more robust expectations of the sustainability of AI-related demand. This is reflected in a marked step-up in their medium-term capacity plans and in our record order intake. Therefore, we expect 2026 to be another growth year for ASML’s business, largely driven by a significant increase in EUV sales and growth in our installed base business sales1. We continue to invest in people and footprint to support that growth in 2026 and beyond. We expect first-quarter 2026 total net sales between EUR 8.2 billion and EUR 8.9 billion, with a gross margin between 51% and 53%. We expect R&D costs of around EUR 1.2 billion and SG&A costs of around EUR 0.3 billion. For the full year 2026, we expect total net sales to be between EUR 34 billion and EUR 39 billion, with a gross margin between 51% and 53%,” said ASML president and CEO Christophe Fouquet.”