The earnings call highlights strong revenue growth, increased equipment sales, and a robust gross margin. However, these positives are tempered by a decline in order intake, challenges in the memory segment, and uncertain conditions in China. The overall sentiment is balanced, with significant achievements offset by notable challenges.

Company Guidance -

Q3 2025

In the ASM Second Quarter 2025 Earnings Call, the company reported a revenue of EUR 836 million, which marked a 23% year-on-year increase at constant currency, outperforming their guidance of a 1% to 6% increase. Equipment sales rose by 25% year-on-year, driven primarily by ALD and epi, while spares and services sales increased by 17% at constant currency. The gross margin for the quarter stood at 51.8%, down from 53.4% in the previous quarter but up from 49.8% in the same quarter last year. Despite this, the full-year 2025 gross margin is expected to remain in the upper range of 46% to 50%. Operating profit rose by approximately 40% year-on-year, and net R&D expenses increased by 18% year-on-year. ASM's order intake was EUR 702 million, representing a 10% decrease compared to Q1 2025. The company anticipates a flat to slightly lower revenue in Q3 2025 and projects full-year revenue growth at constant currencies to be around the midpoint of their 10% to 20% guidance range.

Strong Revenue Growth

Revenue in the second quarter of 2025 amounted to EUR 836 million, up 23% year-on-year at constant currency, and 7% compared to the first quarter, surpassing the guidance range.

Increase in Equipment Sales

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

Gross Margin Performance

Gross margin in the second quarter came in at a strong level of 51.8%, up from 49.8% in the second quarter of last year.

Operating Profit Growth

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

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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