ASML reported strong second-quarter 2025 financial results, with total net sales reaching 7.7 billion euros, hitting the upper end of its guidance. The company's gross margin for the quarter was 53.7%, exceeding expectations due to increased upgrade business and one-off cost efficiencies.
Net system bookings for the quarter were 5.5 billion euros, surpassing market expectations. Installed Base Management sales also exceeded guidance at 2.1 billion euros, contributing to a net income of 2.3 billion euros and earnings per share of 5.90 euros.
Despite the strong quarterly performance, ASML narrowed its full-year 2025 net sales growth guidance to approximately 15%, implying 32.5 billion euros in revenue. Crucially, CEO Christophe Fouquet stated that while the company prepares for growth in 2026, it 'cannot confirm it at this stage' due to increasing macroeconomic and geopolitical uncertainties, particularly regarding tariffs and customer capital expenditure timing.
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