Strong First Quarter Financial Performance
ASML reported total net sales of EUR7.7 billion in Q1 2025, in line with guidance. Net system sales were EUR5.7 billion, driven by EUR3.2 billion from EUV sales and EUR2.5 billion from non-EUV sales. Gross margin was above guidance at 54%.
EUV Technology Milestones
ASML achieved significant milestones in EUV technology, including the rollout of the NXE:3800E system at full specification and advancements in High NA EUV systems, with promising reports from customers such as Intel and Samsung.
Dividend and Share Buyback
ASML paid a third quarterly interim dividend of EUR1.52 per ordinary share and completed share buybacks totaling around EUR2.7 billion in Q1 2025.
Positive Outlook for AI-Driven Growth
ASML's management indicated that the growth in Artificial Intelligence remains a key driver for the industry, with expectations for both 2025 and 2026 to be growth years.