ASML Q2 Sales €7.7B, Ships First EXE:5200B High NA System

On July 16, 2025, ASML released its financial results for the second quarter of 2025, demonstrating continued growth in revenue and profitability amid strong market demand.

In Q2 2025, ASML achieved net sales of €7.7 billion, with a gross margin of 53.7% and net profit reaching €2.3 billion. The company secured new orders totaling €5.5 billion during the quarter, including €2.3 billion specifically for EUV (Extreme Ultraviolet) lithography systems.

Christophe Fouquet, President and CEO of ASML, commented, "Our Q2 net sales of €7.7 billion landed at the higher end of our previous revenue guidance, while our gross margin of 53.7% exceeded expectations. This strong performance was driven by growth in upgrade services within our installed base and a reduction in costs due to one-time non-recurring items."

Fouquet further highlighted the sustained investment in lithography equipment within overall semiconductor fab spending, particularly in the DRAM sector. "The launch of the TWINSCAN NXE:3800E has reinforced this trend. Meanwhile, adoption of our EUV systems continues to progress as planned, including developments in the High Numerical Aperture (High NA) platform. Notably, this quarter we shipped the first TWINSCAN EXE:5200B system."

Regarding the China market, Fouquet noted that revenue from the region is expected to represent over 25% of total sales, aligning closely with ASML's current outstanding order book.

Looking ahead, ASML forecasts Q3 2025 net sales between €7.4 billion and €7.9 billion, with gross margins anticipated between 50% and 52%. Net sales from installed base upgrade services are projected to reach approximately €2 billion. For the full year 2025, ASML anticipates around 15% growth in net sales and an overall gross margin near 52%.