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ASML Holding (GB:0M42)
LSE:0M42
Earnings Data
Report Date
Apr 15, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
7.72Last Year’s EPS
6.83Same Quarter Last Year
Strong Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted strong operational and financial momentum: record quarter/year results, robust EUV growth (39%), double-digit guidance for 2026 midpoint, sizable installed-base and metrology/inspection expansions, and clear demand drivers from AI. The primary negatives are a targeted but sizable reorganization (approx. 1,700 roles), normalization-related China revenue declines, and some weakness in Deep UV. Management framed the workforce action as strategic to improve engineering agility and long-term innovation. Overall the positive financial performance, constructive outlook and technology milestones substantially outweigh the operational and regional headwinds.Company Guidance
Record Quarter and Year
Q4 2025 was a record quarter for ASML in sales, order intake and cash flow; FY2025 net revenue EUR 32.7 billion, net income EUR 9.6 billion, and EPS approximately EUR 25 per ordinary share.
Strong Gross Margin
FY2025 gross margin was 52.8%. Management guided FY2026 gross margin between 51% and 53%.
EUV Outperformance
EUV system revenue grew 39% year-on-year in 2025; EUV cited as the main growth engine and expected to drive significant shipments in 2026 (lion's share of near-term growth in low-NA EUV).
Installed Base and Service Growth
Installed base business grew 26% in 2025 and reached EUR 8.2 billion, providing recurring revenue and resilience for the company.
Metrology & Inspection Momentum
Metrology and inspection revenue grew almost 30% in 2025 driven by demand for yield improvement, overlay metrology and multi-beam e-beam progress.
Productivity Improvements and New Tools
Major productivity gains reported: EUV tool productivity up >40%, 3,800-series throughput increased from 160 wph to 220 wph; immersion NXT:2150 achieves >300 wph; NXT:870B achieved >400 wph. First TWINSCAN XT:260 for 3D integration shipped last quarter.
High-NA Milestone
Revenue recognition and customer acceptance of the first 5200B High-NA tool (High-NA HVM-capable) was reported as a significant technology and commercialization milestone.
Financial Returns to Shareholders and Buyback
Proposed total dividend for the year (company-stated) EUR 7.50; interim dividend EUR 1.60 and proposed final dividend EUR 2.70 (subject to AGM). Share buyback: EUR 7.6 billion executed of a EUR 12 billion program (~63% executed) and a new EUR 12 billion buyback program announced over 3 years.
Positive Outlook for 2026
FY2026 revenue guidance EUR 34 billion to EUR 39 billion (midpoint implies ~12% growth after ~16% growth in 2025); Q1 2026 revenue guidance EUR 8.2 billion to EUR 8.9 billion. Management expects continued EUV and installed-base strength.
R&D Investment and Long-Term Targets
R&D increased from EUR 2.5 billion to EUR 4.7 billion (company-stated increase), supporting roadmaps for EUV (including High-NA and a high-productivity platform) and other technologies. Long-term revenue target reiterated of EUR 44–60 billion by 2030 with gross margins 56%–60%.
Market Drivers — AI and Capacity Expansion
Management described accelerating AI-driven demand across logic and memory, increasing lithography intensity and wafer volumes (example: NVIDIA product wafer requirement rising from ~2.5 wafers to ~10 wafers by 2027), supporting multi-segment demand across EUV, DUV, metrology and inspection.
GB:0M42 Earnings History
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
GB:0M42 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 28, 2026 | $1455.28 | $1426.59 | -1.97% |
Oct 15, 2025 | $980.12 | $1013.25 | +3.38% |
Jul 16, 2025 | $817.36 | $723.06 | -11.54% |
Apr 16, 2025 | $681.48 | $649.25 | -4.73% |
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 (GB:0M42) report earnings?
ASML Holding (GB:0M42) is schdueled to report earning on Apr 15, 2026, Before Open (Confirmed).
What is ASML Holding (GB:0M42) earnings time?
ASML Holding (GB:0M42) earnings time is at Apr 15, 2026, 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 GB:0M42 EPS forecast?
GB:0M42 EPS forecast for the fiscal quarter 2026 (Q1) is 7.72.
