Description
ASML: Is The Growth In EUV & High-NA Lithography Here To Stay Amidst The AI Revolution?
ASML Holding N.V.’s 2025 third-quarter financial results reveal both strengths and challenges, reflecting the company’s complex position within the semiconductor supply chain. For Q3 2025, ASML reported total net sales of EUR 7.5 billion, aligning with their guidance. Net system sales were EUR 5.6 billion, with EUV system sales, including High-NA systems, contributing EUR 2.1 billion and non-EUV system sales contributing EUR 3.4 billion. The gross margin stood at 51.6%, fitting within the guidance range. ASML’s research and development expenses were slightly below expectations, while selling, general, and administrative costs met projections. This financial performance resulted in a net income of EUR 2.1 billion, which equated to an earnings per share of EUR 5.49. A significant factor impacting ASML’s performance was the strength in logic sales, which constituted 65% of system sales, with memory sales making up the remaining 35%.
Our Report Structure:
⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures
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