ASML Reports Strong Q4 2025 Orders, Exceeds 2026 Sales Guidance
ASML reported robust orders in the fourth quarter of 2025 and provided sales guidance for 2026 that surpassed analyst expectations.
Fourth Quarter 2025 Performance
Bookings reached 13.2 billion euros ($15.8 billion) in the fourth quarter, significantly exceeding analyst expectations of 6.32 billion euros.
This marked a record quarter for orders for the semiconductor equipment manufacturer.
Net sales for the quarter were 9.7 billion euros ($11.6 billion), slightly above the 9.6 billion euros that had been expected. However, net profit was 2.84 billion euros, falling short of the anticipated 3.01 billion euros.
Future Outlook and Corporate Actions
For the current quarter, ASML anticipates net sales to be between 8.2 billion and 8.9 billion euros. Looking ahead, total sales for 2026 are projected to be between 34 billion euros and 39 billion euros.
The midpoint of ASML's 2026 sales projection, at 36.5 billion euros, surpasses analyst expectations of 35.1 billion euros.
In additional corporate actions, the company announced a 12-billion-euro share buyback program, scheduled for completion by December 31, 2028. ASML also stated plans for layoffs, resulting in a net reduction of approximately 1,700 positions. These reductions will primarily affect operations in the Netherlands and some in the United States, and are intended to address issues related to the company's operational agility.