ASML Holding Q2 Earnings and Revenues Surpass Expectations

ASML Holding ASML reported second-quarter 2025 earnings of €5.90 per share, which increased 47.1% year over year. Converted to USD, ASML’s second-quarter 2025 earnings came at $6.7 per share, which surpassed the Zacks Consensus Estimates by 12.8%.ASML reported total net sales of €7.69 billion for the second quarter of 2025, up 23.2% year over year. Converted to USD, ASML’s second-quarter 2025 revenues were $8.7 billion, which surpassed the Zacks Consensus Estimate by 1.8%.ASML’s Financials in DetailSegment-wise, ASML’s Systems net sales were €5.596 billion, which contributed 72.8% to its top line, reflecting growth of 17.5% from the year-ago quarter. The Systems’ sales were mainly driven by traction in logic, followed by memory.ASML Holding’s Services and Field segment’s net sales were pegged at €2.095 billion (27.2% of topline), up 41.4% from the prior-year quarter.ASML Holding N.V. Price, Consensus and EPS Surprise ASML Holding N.V. price-consensus-eps-surprise-chart | ASML Holding N.V. QuoteASML’s gross margin was 53.68%, which expanded 223 basis points (bps) from the year-ago quarter.Operating expenses were €1.47 billion, up 6.4% from the year-ago quarter. As a percentage of sales, the figure contracted 302 bps from the year-earlier quarter to 19.05%.The non-GAAP operating margin of 34.64% expanded 525 bps year over year.Balance Sheet & Cash Flow of ASMLAs of June 29, 2025, cash, cash equivalent balances and short-term investments were €7.25 billion, down from €9.1 billion as of March 30, 2025.Inventories were €11.58 billion in the second quarter compared with €11.02 billion in first-quarter 2025. Accounts receivables increased to €4.996 billion from €4.59 billion in the previous quarter.The long-term debt was €3.698 billion at the end of the quarter, which changed marginally from the previous quarter’s €3.68 billion. ASML posted a net negative cash flow of €1.854 billion.GuidanceFor the third quarter of 2025, ASML expects total net sales between €7.4 billion and €7.9 billion. In terms of USD, the projection stands between $8.6 billion and $9.2 billion. The Zacks Consensus Estimate is pegged at $9.81 billion.The company anticipates a gross margin between 50% and 52%. Research and development costs are projected to be around €1.2 billion, while selling, general and administrative expenses are expected to be approximately €310 million.For full-year 2025, ASML expects total net sales to grow by approximately 15% year over year, with a gross margin of around 52%.Zacks Rank and Stocks to ConsiderCurrently, ASML carries a Zacks Rank #3 (Hold).ACI Worldwide ACIW, Adobe ADBE and Advanced Energy Industries AEIS are some better-ranked stocks that investors can consider in the broader Zacks Computer & Technology sector. ACIW, ADBE and AEIS carry a Zacks Rank #2 (Buy) each at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.ACIW shares have lost 14.8% year to date. The Zacks Consensus Estimate for ACIW’s full-year 2025 earnings is pegged at $2.84 per share, up by a penny over the past seven days, suggesting a growth of 7.58% from the year-ago quarter’s reported figure.ADBE shares have lost 18.7% year to date. The Zacks Consensus Estimate for ADBE’s full-year fiscal 2025 earnings has been revised upward to $20.63 in the past 30 days, suggesting year-over-year growth of 12%.AEIS shares have gained 20.5% year to date. The Zacks Consensus Estimate for AEIS’ full-year 2025 earnings is pegged at $5.16 per share, implying a rise of 39% from the year-ago quarter’s levels.Zacks' Research Chief Picks Stock Most Likely to "At Least Double"Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren’t winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%.See Our Top Stock to Double (Plus 4 Runners Up) >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report ASML Holding N.V. (ASML): Free Stock Analysis Report Adobe Inc. (ADBE): Free Stock Analysis Report Advanced Energy Industries, Inc. (AEIS): Free Stock Analysis Report ACI Worldwide, Inc. (ACIW): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks