Overview

• ASML reported €5.5 billion in second-quarter net bookings, exceeding the €4.19 billion consensus estimate.
• Net sales reached €7.7 billion and net profit climbed to €2.29 billion, both above analyst forecasts.
• Robust demand from TSMC for N2 process tools and resilient orders from Chinese chipmakers drove the order surge.
• After missing first-quarter targets at €3.9 billion, the Q2 performance is seen as a critical indicator for future revenue.
• Extended delivery lead times mean these bookings are essential to underpin ASML’s ambitious 2026 revenue projections.