4月16日周三，荷兰光刻机巨头阿斯麦公布2025财年一季度财报，财报显示：Source: Wall Street Journal.
In the first quarter, ASML Holding's net sales amounted to 7.74 billion euros, with new Orders decreasing sharply by 45% to 3.94 billion euros compared to the previous quarter. Following the Earnings Reports, U.S. stocks fell by 5% in after-hours trading. The company maintains its expectation that total net sales in 2025 will be between 30 billion and 35 billion euros, with second-quarter sales projected to be between 7.2 billion and 7.7 billion euros.
Affected by tariff policies, $ASML Holding (ASML.US)$ In the first quarter, new Orders saw a significant decline, reflecting the cautious sentiment in the Semiconductors Industry.
On April 16, Wednesday, Dutch Lithography Equipment giant ASML Holding announced its Earnings Reports for the first quarter of the 2025 fiscal year, reporting that:
Net sales for the first quarter were 7.74 billion euros, expected to be 7.75 billion euros; net revenue for the first quarter was 2.4 billion euros, with a gross margin of 54.0%.
The new Order amount for the first quarter was 3.94 billion euros, below the expected 4.82 billion euros, a significant decline of 44.5% from the previous quarter's 7.088 billion euros, of which EUV equipment Orders accounted for 1.2 billion euros.
After the Earnings Reports were released, $ASML Holding (ASML.US)$ U.S. stocks fell over 5% in after-hours trading, pushing the NASDAQ 100 Index futures decline to more than 2%.
The tariff policy and worsening macroeconomic conditions have increased uncertainty in demand, and growth is expected to resume in the next two years.
ASML Holding's new order amount decreased by nearly half compared to the previous quarter, indicating that Semiconductors manufacturers are becoming cautious in the current economic and geopolitical environment, especially more conservative regarding expensive EUV equipment investments.
ASML Holding CEO Christophe Fouquet specifically mentioned in a statement that "recent tariff policies have increased uncertainty in the macro environment."
Fouquet also added that AI continues to be the main driver of growth in the industry, but emphasized that AI has led to shifts in market dynamics:
"Some customers benefit more, while others are relatively underserved. This imbalance poses both upside potential and downside risk."
Despite the challenges, ASML Holding maintains a cautiously optimistic attitude towards the company's mid-term outlook.
Earnings Reports show that the company maintains its expectation that total net sales in 2025 will be between 30 billion and 35 billion euros, with a full-year gross margin expected to be between 51% and 53%, and sales in the second quarter are expected to be between 7.2 billion and 7.7 billion euros.
Fouquet stated:
"Communication with customers supports our expectation that 2025 and 2026 will be years of growth."
Editor/jayden
