Summary by Futu AI
ASML delivered strong Q2 2025 performance with net sales of €7.7 billion and net income of €2.3 billion. The company achieved a gross margin of 53.7%, exceeding guidance due to higher upgrade business. Quarterly net bookings reached €5.5 billion, including €2.3 billion in EUV systems, while shipping its first TWINSCAN EXE:5200B system.For Q3 2025, ASML forecasts net sales between €7.4-7.9 billion with a gross margin of 50-52%. The company maintains its full-year 2025 outlook of 15% sales growth and approximately 52% gross margin. An interim dividend of €1.60 per share will be paid on August 6, 2025, and the company purchased €1.4 billion worth of shares under its buyback program.While AI customer fundamentals remain strong, ASML notes increasing uncertainty due to macroeconomic and geopolitical developments, affecting visibility into 2026 growth prospects. The company continues to prepare for growth in 2026 but cannot confirm it at this stage.