ASML Holding N.V. Earnings Recaps
Q3 2025
Oct 16, 2025
ASML Holding N.V. reported strong Q3 2025 results, with net sales of €7.5 billion and net income of €2.1 billion, bolstered by ongoing demand for advanced semiconductor technologies.
Key takeaways
- Q3 net sales included €2 billion in installed base revenue and one High NA system recognition.
- Gross margin for the quarter was 51.6%, in line with company guidance.
- Net bookings for the quarter were €5.4 billion, with €3.6 billion attributed to extreme ultraviolet (EUV) systems.
- Q4 revenue guidance is projected between €9.2 billion and €9.8 billion, anticipating strong seasonal demand.
- ASML's partnership with Mistral AI, including an 11% equity stake, aims to enhance software capabilities and accelerate product development.