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ASML Holding (DE:ASMF)
FRANKFURT:ASMF
Germany Market
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ASML Holding (ASMF) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Oct 15, 2025
Before Open (Confirmed)
Period Ending
2025 (Q3)
Consensus EPS Forecast
5.5
Last Year’s EPS
4.95
Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Jul 16, 2025|
% Change Since: 1.27%|
Earnings Call Sentiment|Neutral
The earnings call reflected a strong performance in Q2 2025 with significant growth in sales, EUV revenue, and gross margin, driven by AI demand. However, uncertainties regarding tariffs, challenges in the China market, and potential slowdown in 2026 growth are concerns.
Company Guidance -
Q3 2025
During ASML's 2025 second quarter financial results call, the company reported net sales of EUR 7.7 billion, surpassing guidance, with net system sales at EUR 5.6 billion, including EUR 2.7 billion from EUV sales and EUR 2.9 billion from non-EUV sales. The gross margin exceeded expectations at 53.7%, driven by increased upgrade business and lower costs, despite the dilutive impact from High NA system revenue recognition. Operating expenses were as planned, with R&D expenses at EUR 1.2 billion and SG&A expenses at EUR 299 million. The effective tax rate for Q2 was 18.1%, with an annualized rate of around 17% expected for 2025. ASML ended the quarter with EUR 7.2 billion in cash and investments and an order backlog of around EUR 33 billion. For 2025, ASML anticipates a 15% revenue increase, with a gross margin of 52%, driven by strong demand for EUV and AI-related growth in both Logic and Memory. However, macroeconomic and geopolitical uncertainties, including tariffs, pose risks to future growth projections, particularly for 2026.
Strong Financial Performance
Total net sales reached EUR 7.7 billion, at the upper end of ASML's guidance, with net income of EUR 2.3 billion, representing 29.8% of total net sales.
EUV Revenue Growth
EUV revenue is expected to grow around 30% in 2025 compared to 2024, driven by increased EUV capacity and higher ASP.
Record Gross Margin
Gross margin for Q2 was above guidance at 53.7%, driven by an increase in upgrade business and lower-than-expected impact from tariffs.
Strong Installed Base Management
Installed Base Management sales came in above guidance at EUR 2.1 billion, with expected revenue growth of more than 20% over last year.
Positive Outlook for AI-driven Demand
AI is a key driver of growth in Memory and Logic, with expectations for continued strong demand in both areas.

ASML Holding (DE:ASMF) 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

DE:ASMF Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Oct 15, 2025
2025 (Q3)
5.50 / -
4.953
Jul 16, 2025
2025 (Q2)
5.25 / 5.89
3.77256.07% (+2.11)
Apr 16, 2025
2025 (Q1)
5.30 / 5.88
2.846106.47% (+3.03)
Jan 29, 2025
2024 (Q4)
6.06 / 6.14
4.88725.67% (+1.25)
Oct 15, 2024
2024 (Q3)
4.60 / 4.95
4.36113.57% (+0.59)
Jul 17, 2024
2024 (Q2)
3.47 / 3.77
4.747-20.54% (-0.97)
Apr 17, 2024
2024 (Q1)
2.71 / 2.85
4.676-39.14% (-1.83)
Jan 24, 2024
2023 (Q4)
4.45 / 4.89
4.31513.26% (+0.57)
Oct 18, 2023
2023 (Q3)
4.24 / 4.36
3.61420.69% (+0.75)
Jul 19, 2023
2023 (Q2)
4.40 / 4.75
3.1152.61% (+1.64)
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

DE:ASMF Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 16, 2025
€712.00€628.00-11.80%
Apr 16, 2025
€600.39€558.50-6.98%
Jan 29, 2025
€647.10€676.97+4.62%
Oct 15, 2024
€796.85€665.70-16.46%
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 ASML Holding (DE:ASMF) report earnings?
ASML Holding (DE:ASMF) is schdueled to report earning on Oct 15, 2025, Before Open (Confirmed).
    What is ASML Holding (DE:ASMF) earnings time?
    ASML Holding (DE:ASMF) earnings time is at Oct 15, 2025, Before Open (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 the P/E ratio of ASML Holding stock?
          The P/E ratio of ASML Holding is N/A.
            What is DE:ASMF EPS forecast?
            DE:ASMF EPS forecast for the fiscal quarter 2025 (Q3) is 5.5.

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