Overview

• ASML posted second-quarter net sales of €7.7 billion and net profit of €2.29 billion, both exceeding analysts’ estimates.
• Net bookings climbed to €5.54 billion, driven by strong AI-related demand and sustained Chinese orders for lower-end tools.
• Extreme ultraviolet lithography machines accounted for 42 percent of Q2 bookings, representing about €2.3 billion and reflecting 12-month delivery cycles.
• Chief Financial Officer Roger Dassen warned that a possible 30 percent U.S. tariff could lift the cost of a high-end machine to €325 million, prompting customer hesitancy.
• Shares slid roughly 7 percent in premarket trading as investors reacted to ASML’s cautious guidance and broader geopolitical headwinds.