EarningsBased on the company's guide update, the implied 2025 EPS is estimated to be in the approximately €25/share range, below the recently lowered estimate of €29.94.
Financial PerformanceASML expects 2025 revenue of €30B-€35B, which is below the recently lowered estimate of €36.1B and the Street at €36.0B.
Market DynamicsASML notes a semiconductor recovery is progressing slower than previously expected, impacting new node ramp-up and EUV shipments.