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ASML (ASML) investor relations material
ASML Q3 2025 Pre Recorded earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 Pre Recorded earnings summary15 Oct, 2025
Executive summary
Q3 2025 net sales reached €7.5 billion, with a gross margin of 51.6% and net income of €2.1 billion, reflecting strong demand from AI-driven semiconductor growth and advanced logic and memory processes.
Net bookings for Q3 2025 totaled €5.4 billion, with €3.6 billion from EUV systems.
The company maintains a leadership position in lithography, supporting 3D integration and scaling EUV technology.
Shipped the first TWINSCAN XT:260 for Advanced Packaging, enhancing productivity in 3D integration.
Embedded AI across the product portfolio through a strategic partnership and 11% investment in Mistral AI.
Financial highlights
Q3 2025 net system sales: €5.6 billion; Installed Base Management sales: €2.0 billion.
Net income for Q3 2025: €2.1 billion; basic EPS: €5.49.
Free cash flow for Q3 2025 was €244 million.
Cash and cash equivalents at end of Q3 2025: €5.1 billion.
Shareholders' equity at end of Q3 2025: €19.0 billion.
Outlook and guidance
Q4 2025 net sales expected between €9.2 billion and €9.8 billion, with installed base revenue of approximately €2.1 billion.
Q4 2025 gross margin projected between 51% and 53%.
Full-year 2025 net sales expected to grow around 15% to €32.5 billion, with gross margin around 52%.
2026 net sales expected to be at least equal to 2025, but China sales anticipated to decline significantly.
2030 revenue opportunity projected between €44 billion and €60 billion, with gross margin between 56% and 60%.
What offsets 2026 China sales decline?
Status of €12B share buyback program?
Describe the new Advanced Packaging product.
Impact of China demand on 2026 DUV sales?
Strategic value of Mistral AI collaboration?
What is the XT260's role in 3D integration?
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Q3 2025 Investor Call15 Oct, 2025
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Frequently asked questions
Supplying the Semiconductor Industry
ASML Holding N.V. is a provider of advanced semiconductor manufacturing equipment, specializing in photolithography systems. These systems are essential for producing integrated circuits, which are foundational components in various electronic devices.
ASML's key products include extreme ultraviolet (EUV) and deep ultraviolet (DUV) lithography machines, which enable the miniaturization of semiconductor devices. The company serves major semiconductor manufacturers globally, playing a critical role in the production of chips used in smartphones, data centers, automotive applications, and consumer electronics. The company is headquartered in Veldhoven, Netherlands, and its shares are listed on the NASDAQ.
Specialized in Lithography Systems
ASML specializes in semiconductor lithography systems, used in the manufacturing of integrated circuits (ICs) or microchips. Their products, including state-of-the-art lithography machines, enable chip manufacturers to create smaller and more powerful microchips all while keeping the end product highly energy-efficient. These machines use advanced technologies like extreme ultraviolet (EUV) light to precisely print intricate patterns on silicon wafers, which is a crucial step in semiconductor fabrication.
ASML's machines are unique, as they are the only systems in the world capable of extreme ultraviolet (EUV) lithography, a critical technology for producing advanced semiconductors. These machines enable chipmakers to create smaller, faster, and more energy-efficient chips by etching incredibly fine patterns onto silicon wafers. The complexity and precision required for EUV lithography make ASML's machines unparalleled in the industry, with each system containing thousands of components and taking years to develop.
This exclusivity positions ASML as a key supplier to leading semiconductor companies like Intel, TSMC, and Samsung.
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