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12h ago

ASML Delivers Strong Q3 on Robust EUV Orders, Sets Q4 Outlook, Flags 2026 China Slide

The company anticipates a sharp drop in China sales in 2026 despite AI-driven demand broadening to more logic and DRAM customers.

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Overview

  • ASML reported Q3 2025 net sales of €7.5 billion, a 51.6% gross margin, and €2.1 billion in net profit.
  • Net orders reached €5.4 billion in the quarter, including €3.6 billion for EUV lithography systems.
  • The company guided Q4 2025 net sales to €9.2–€9.8 billion with a gross margin of 51%–53%.
  • Full-year 2025 guidance calls for about 15% year-over-year sales growth and an annual gross margin around 52%.
  • ASML expects 2026 total net sales to be at least in line with 2025 but projects a sharp decline in demand and revenue from China, as AI-related spending spreads to more leading logic and advanced DRAM customers.