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ASM International NV (ASMIY)
OTHER OTC:ASMIY
Earnings Data
Report Date
Apr 21, 2026During Market Hours (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
4.58Last Year’s EPS
4.59Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a largely positive picture: ASM delivered record annual revenue, strong operating profit growth, record operating margin and robust free cash flow while demonstrating clear momentum in advanced logic/foundry, recurring spares & services, and targeted strategic investments. Near-term headwinds include a Q4 revenue decline, quarterly margin compression, a reduced memory mix and weakness in power/analog/SiC, plus higher near-term R&D and CapEx. Management's guidance and commentary point to accelerating demand in 2026 (especially 2nm/1.4nm and China recovery), and on balance the operational achievements and forward-looking market opportunities outweigh the temporary challenges described.Company Guidance
Record Annual Revenue and Double-Digit Growth
Full-year 2025 sales reached EUR 3.2 billion, up 12% at constant currency (record high) and marking the company's ninth consecutive year of double-digit growth.
Strong Profitability and Cash Generation
Operating profit increased 17% in 2025, with a record operating margin of 30.2% (up from 28% in 2024). Free cash flow (excluding M&A cash payments) rose to EUR 615 million, up 12%.
Reacceleration in Demand and Order Intake
Q4 new orders totaled EUR 803 million, up 19% year-on-year and above prior quarter indicators; management noted a reacceleration in demand heading into 2026.
Leadership and Momentum in Advanced Logic/Foundry
Significant traction in gate-all-around and 2-nanometer high-volume manufacturing, expanded served available market (~USD 400M for first-generation GAA) and continued R&D/customer engagement toward 1.4nm (additional USD 450–500M TAM expansion expected).
Spares & Services Growth and Recurring Revenue
Spares and service sales grew 18% for the year at constant currency and were up 22% in Q4 YoY, driven by outcome-based services and strong aftermarket demand.
Solid Balance Sheet and Shareholder Returns
Cash balance slightly north of EUR 1 billion, no debt, completed ~EUR 300 million of dividends and buybacks in 2025, proposed dividend increased to EUR 3.25 per share (from EUR 3) and new EUR 150 million buyback announced.
Strategic Investments and Targeted M&A
CapEx elevated to EUR 280 million (from EUR 168 million) for facility expansion (Korea completed; Scottsdale progressing), and acquisition of Axus Technology (EUR 81 million plus earnout) to broaden advanced packaging/CMP capabilities.
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 |
|---|---|---|---|
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% |
Apr 29, 2025 | $484.37 | $486.71 | +0.48% |
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 Apr 21, 2026, During Market Hours (Confirmed).
What is ASM International NV (ASMIY) earnings time?
ASM International NV (ASMIY) earnings time is at Apr 21, 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 (Q1) is 4.58.