Earnings Alerts

ASML Holding NV (ASML) Earnings: Third-Quarter Bookings Surpass Estimates, Strong Growth Projected for 2025

By October 15, 2025 No Comments
  • ASML’s third-quarter bookings stood at €5.40 billion, surpassing market expectations, which were €4.89 billion.
  • Net sales for ASML in the third quarter were reported at €7.52 billion, slightly below the estimated €7.71 billion.
  • The company achieved a gross margin of 51.6%, exceeding the estimated margin of 51.4%.
  • Net income for the third quarter was €2.13 billion, beating expectations of €2.07 billion.
  • ASML had cash and other reserves totaling €5.13 billion, compared to the estimated €5.91 billion.
  • For the fourth quarter, ASML forecasts net sales ranging between €9.2 billion and €9.8 billion, while estimates were set at €9.23 billion.
  • The expected gross margin for the fourth quarter is between 51% and 53%.
  • ASML anticipates total net sales for 2025 to increase by about 15% compared to 2024, with a gross margin around 52%.
  • ASML does not anticipate 2026 net sales to fall below 2025 levels.
  • The statement from ASML President and CEO Christophe Fouquet highlights a very strong anticipated performance for the fourth quarter.
  • There are currently 29 buy ratings, 11 hold ratings, and 2 sell ratings for ASML.

ASML Holding NV on Smartkarma

On Smartkarma, independent analysts have been providing insightful coverage of ASML Holding NV. The IDEA! published a report titled “What’s News in Amsterdam – 9 October” highlighting the US House Committee’s recommendation to extend the export ban to older technologies, impacting ASML. The sentiment towards ASML in this report leans towards bullish. Another report by The IDEA! covers the unanimous support from EU member states for a Dutch-led proposal to invest in the European chip industry, stressing the strategic importance of the sector. This initiative is aimed at reducing dependence on the US and China, which could have implications for ASML as a key player in the semiconductor industry.

In a different report by The IDEA! titled “What’s New(s) in Amsterdam – 16 July,” ASML Holding is mentioned to expect a 15% net sales increase by FY25 with a 52% gross margin, indicating positive growth prospects. This report also showcases a bullish sentiment towards ASML. The analyst coverage on Smartkarma provides valuable insights for investors looking to understand the latest developments and trends affecting ASML Holding NV.


A look at ASML Holding NV Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth4
Resilience5
Momentum5
OVERALL SMART SCORE3.6

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

ASML Holding NV, a leading semiconductor manufacturing equipment company, shows a promising long-term outlook based on the Smartkarma Smart Scores analysis. With strong scores in Growth, Resilience, and Momentum, the company is positioned for future success. A high Growth score indicates potential for expansion and innovation, while a top Resilience score suggests stability and adaptability in the face of challenges. Furthermore, ASML Holding NV‘s Momentum score reflects positive market sentiment and performance, pointing towards continued success.

ASML Holding NV‘s overall outlook is bolstered by its solid scores across key factors. Although the Value and Dividend scores are more moderate, the company’s strength in Growth, Resilience, and Momentum bodes well for its future prospects. With a focus on semiconductor manufacturing equipment and a global client base, ASML Holding NV is poised to capitalize on opportunities in the evolving technology industry.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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