ASML reports €32.7bn sales, €9.6bn net income for 2025
ASML Holding NV has closed 2025 with record financial results, underlining the continued strength of advanced lithography demand and growing confidence in AI-driven semiconductor investment. The Dutch equipment giant reported €32.7 billion in total net sales and €9.6 billion in net income for the full year.
For eeNews Europe readers, the numbers matter not just because ASML sits at the center of the global chipmaking ecosystem, but because its outlook is often a leading indicator for capital spending, EUV adoption, and technology roadmaps across Europe and beyond.
Record year driven by EUV momentum
ASML’s fourth quarter capped the year on a high note, with total net sales of €9.7 billion, a gross margin of 52.2%, and net income of €2.8 billion. Quarterly net bookings reached €13.2 billion, more than half of which (€7.4 billion) came from EUV systems, highlighting renewed customer appetite for leading-edge capacity.
For the full year, the company posted a gross margin of 52.8% and ended 2025 with a backlog of €38.8 billion. Notably, Q4 revenue included sales recognized for two High NA EUV systems, marking another milestone in ASML’s next-generation lithography rollout.
ASML expects first-quarter 2026 net sales between €8.2 billion and €8.9 billion, with a gross margin range of 51% to 53%, suggesting a solid start to the new year.
AI optimism lifts 2026 expectations
Chief executive Christophe Fouquet pointed to a clear shift in customer sentiment as AI demand reshapes medium-term plans. “ASML reported another record year in 2025, with total net sales of €32.7 billion and a gross margin of 52.8%. The fourth quarter was particularly strong: we reported record total net sales of €9.7 billion, including the revenue recognized for two High NA systems.”
He added that customers are now more confident about sustained AI-driven growth, translating into higher capacity plans and record order intake. As a result, ASML expects 2026 to be another growth year, driven by a significant increase in EUV sales and continued expansion of its installed base business.
For the full year 2026, ASML forecasts total net sales between €34 billion and €39 billion, with gross margins holding at 51% to 53%. Planned investments include around €1.2 billion in R&D and €0.3 billion in SG&A.
Share buyback and organizational changes
Alongside its results, ASML announced a new share buyback program of up to €12 billion, running through December 31, 2028, following the completion of its previous program in late 2025. The company also plans to increase its total 2025 dividend to €7.50 per share, up 17% year-on-year.
Operationally, ASML will streamline its Technology and IT organizations to sharpen its focus on engineering and innovation, preparing the company for what it sees as sustained growth across the semiconductor ecosystem.
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