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![wallstengine Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1508426880860704771.png) Wall St Engine [@wallstengine](/creator/twitter/wallstengine) on x 71.9K followers
Created: 2025-07-16 05:30:00 UTC

$ASML Q2’25 Earnings Highlights

🔹 Revenue: €7.69B (Est. €7.51B) 🟢; +23% YoY
🔹 EPS: €5.90 (Est. €5.22) 🟢;+47% YoY
🔹 Gross Margin: XXXX% (Est. 51.9%) 🟢; +220bps YoY
🔹 Net Bookings: €5.54B (Est. €4.80B) 🟢; -XXX% YoY

Guidance
🔹 FY25 Revenue Growth: ~15% YoY (Prior: €30–35B)
🔹 FY25 Gross Margin: ~52% (Prior: 51%–53%)
🔹 Q3 Revenue: €7.4B–€7.9B (Est. €8.21B)  🟡
🔹 Q3 Gross Margin: 50%–52% (Est. 51.4%) 🟡

Other Key Q2 Metrics:
🔹 Net Income: €2.29B; UP +45% YoY
🔹 New Lithography Systems Sold: XX units; -XX% YoY

Business Commentary
🔸 Memory demand remains strong, driven by HBM & DDR5 investments
🔸 China revenue expected to be >25%, aligned with backlog
🔸 Fundamentals in AI remain strong; uncertainty lingers for 2026 due to macro/geopolitics
🔸 Second-half revenue expected to be stronger, skewed to Q4

Capital Return
🔹 Share Buyback: €1.4B in Q2
🔹 Interim Dividend: €1.60 per share, payable August 6, 2025

CEO Commentary
🔸 "Tariffs panned out to be a bit less negative than we anticipated." 
🔸 “We’re preparing for growth in 2026, but cannot confirm it due to rising uncertainty.”
🔸 “Gross margin was above guidance, driven by higher upgrade business and one-offs.”
🔸 “EUV and High NA adoption progressing as planned; first EXE:5200B system shipped.”


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945355213877207224/c:line.svg)

**Related Topics**
[asml](/topic/asml)
[quarterly earnings](/topic/quarterly-earnings)
[$asml](/topic/$asml)

[Post Link](https://x.com/wallstengine/status/1945355213877207224)