The earnings call reflects a strong performance in revenue growth and operating profit, driven by advancements in gate-all-around technology and equipment sales. However, challenges such as declining order intake, memory sales, and uncertainties in the China market and currency impacts present significant concerns.

Company Guidance

During the ASM Second Quarter 2025 Earnings Call, the company provided guidance indicating that its revenue for the second half of 2025 is expected to be approximately similar to the first half, with Q3 revenue projected to be flat to slightly lower, ranging from 0% to minus 5% at constant currency. The guidance for full-year 2025 revenue growth at constant currencies is anticipated to be around the midpoint of the 10% to 20% range. The gross margin for the full year is projected to remain in the upper half of the 46% to 50% target range, implying a lower gross margin in the second half compared to the first half. SG&A expenses are expected to be somewhat below the prior year, while net R&D is forecasted to be at the upper end of the high-single to low-double-digit percentage of sales. The company expects China equipment sales as a percentage of total revenue to be around the top end of the low to high 20s range, though still below 2024 levels. The book-to-bill ratio in Q3 is projected to be below 1, with higher advanced logic/foundry bookings and lower China bookings.

Strong Revenue Growth

Revenue in Q2 2025 amounted to EUR 836 million, up 23% year-on-year at constant currency and increased by 7% from Q1 2025.

Equipment Sales Boost

Equipment sales increased 25% year-on-year at constant currency, led by ALD and followed by epi.

Gross Margin Achievement

Gross margin in Q2 2025 came in at 51.8%, up from 49.8% in the second quarter of the previous year.

Operating Profit Surge

Operating profit increased by roughly 40% year-on-year, adjusted for one-off SG&A expenses.

Positive Cash Flow

Healthy free cash flow of EUR 125 million was generated in Q2 2025, up from EUR 103 million in Q2 of the previous year.

Advanced Logic/Foundry Market Position

Continued strong performance in gate-all-around technology, with significant investments in 2-nanometer capacity by leading customers.

ASM International (ASMIY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ASMIY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2025 (Q3)	4.24 / -	2.943	―	―	―
Jul 22, 2025	2025 (Q2)	4.56 / 4.11	3.611	13.85% (+0.50)
Apr 29, 2025	2025 (Q1)	4.23 / 4.59	3.922	16.93% (+0.66)
Feb 25, 2025	2024 (Q4)	3.76 / 4.93	2.197	124.31% (+2.73)
Oct 29, 2024	2024 (Q3)	3.72 / 2.94	3.038	-3.13% (-0.09)
Jul 23, 2024	2024 (Q2)	3.64 / 3.61	3.58	0.87% (+0.03)
Apr 23, 2024	2024 (Q1)	3.07 / 3.92	4.074	-3.73% (-0.15)
Feb 27, 2024	2023 (Q4)	2.53 / 2.20	3.064	-28.30% (-0.87)
Oct 24, 2023	2023 (Q3)	2.75 / 3.04	3.713	-18.18% (-0.68)
Jul 25, 2023	2023 (Q2)	3.50 / 3.58	3.278	9.21% (+0.30)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ASMIY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 22, 2025	$610.85	$590.16	-3.39%
Apr 29, 2025	$484.37	$486.71	+0.48%
Feb 25, 2025	$590.56	$575.06	-2.62%
Oct 29, 2024	$555.36	$555.20	-0.03%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does ASM International NV (ASMIY) report earnings?

ASM International NV (ASMIY) is schdueled to report earning on Oct 28, 2025, During Market Hours (Confirmed).

What is ASM International NV (ASMIY) earnings time?

ASM International NV (ASMIY) earnings time is at Oct 28, 2025, During Market Hours (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ASMIY EPS forecast?

ASMIY EPS forecast for the fiscal quarter 2025 (Q3) is 4.24.

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