ASM International NV (ASMIY)
OTHER OTC:ASMIY
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Earnings Data
Report Date
Jul 28, 2026During Market Hours (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
5.72Last Year’s EPS
4.11Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum: revenue beat guidance, robust YoY and sequential growth, record operating margin, healthy customer demand across advanced logic/foundry and memory, and strategic progress on 1.4nm and advanced packaging. Offsetting risks include a negative free cash flow driven by a working capital build, supply‑chain and lead‑time pressures, China visibility and policy uncertainty, and elevated near‑term capital and operating spend. On balance the positives (demand, margin strength, tech positioning and guidance) materially outweigh the near‑term cash and delivery risks.Company Guidance
Revenue Beat and Strong Growth
Q1 revenue of EUR 863 million, at the high end of guidance (EUR 830M ±4%); revenue +16% year‑on‑year (constant currency) and +26% sequential vs Q4 2025.
Equipment, Spares & Services Momentum
Equipment sales +14% YoY (constant currency) led by ALD; Spares & services +23% YoY (constant currency) driven by outcome‑based services and elevated tool utilization.
Outstanding Profitability
Gross margin of 53.3% (Q1'25: 53.4%, Q4'25: 49.8%); operating profit up 21% YoY (constant currency) and record operating margin of 33.1%.
Confident Near‑term Outlook
Q2 revenue guidance of EUR 980 million ±5%; management expects second half 2026 to be higher than first half and describes 2026 as a strong year.
Technology & Market Positioning — 2nm/1.4nm and Memory
Leadership in ALD and Epi with secured product penetration at 1.4nm (pilot investment expected later in 2026 and first meaningful sales contribution in H2'26); advanced logic/foundry to be a strong multi‑year driver; memory (DRAM/HBM) showing sequential growth and expected meaningful growth for full year.
Strategic Moves and TAM Expansion
Progress on advanced packaging engagement and acquisition of Axus (CMP) to expand served available market (SAM) for packaging and interface engineering; management reports multiple customer engagements and wins.
Balance Sheet Strength
Cash position close to EUR 1 billion at quarter end; share of income from investments (ASMPT) EUR 7 million (up EUR 2 million YoY); CapEx in Q1 EUR 38 million as part of site buildout program.
ASMIY 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
ASMIY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 21, 2026 | $921.71 | $919.00 | -0.29% |
Mar 03, 2026 | $822.98 | $790.01 | -4.01% |
Oct 28, 2025 | $655.54 | $650.31 | -0.80% |
Jul 22, 2025 | $610.85 | $590.16 | -3.39% |
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 Jul 28, 2026, During Market Hours (Confirmed).
What is ASM International NV (ASMIY) earnings time?
ASM International NV (ASMIY) earnings time is at Jul 28, 2026, 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 2026 (Q2) is 5.72.