### Summary
– ASML reports robust fourth-quarter and full-year results for 2025, including net sales of €32.7 billion.
– The company anticipates continued growth in 2026, bolstered by rising demand for EUV systems.
– A new buyback plan of up to €12 billion aims to enhance shareholder value.
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ASML, the leading provider of advanced lithography machines, has unveiled its impressive financial results for the fourth quarter and the entire fiscal year of 2025. The company’s growth trajectory solidifies its position in the semiconductor industry.
In the fourth quarter, ASML achieved total net sales of €9.7 billion, roughly equivalent to 80.784 billion yuan. This remarkable revenue was accompanied by a gross profit margin of 52.2%, resulting in a net profit of €2.8 billion (approximately 23.319 billion yuan). The company reported net orders amounting to €13.2 billion for the fourth quarter, driven significantly by the demand for extreme ultraviolet (EUV) lithography systems, which made up €7.4 billion of the total orders.
For the year 2025, ASML reported total net sales of €32.7 billion, translating to an increase of 15.55% year-on-year. The company’s gross profit margin stood at 52.8%, with a net profit climbing to €9.6 billion, reflecting a substantial year-on-year increase of 26.32%. By year-end, ASML’s backlog of undelivered orders reached €38.8 billion, showcasing sustained strong demand for its cutting-edge technology.
Looking ahead, ASML has set optimistic sales projections for the first quarter of 2026, estimating revenues between €8.2 billion and €8.9 billion (approximately 68.291 billion to 74.121 billion yuan), alongside a gross profit margin anticipated between 51% and 53%. The company expects total sales for the entirety of 2026 to range between €34 billion to €39 billion (about 283.159 billion to 324.8 billion yuan), with gross margins expected to remain in the 51%-53% range.
In a bid to further enhance shareholder value, ASML has also announced a stock buyback program of up to €12 billion (around 99.938 billion yuan), which is slated for completion by December 31, 2028. This move signifies the company’s confidence in its future profitability and commitment to returning value to its shareholders.
ASML’s CEO, Christophe Fouquet, expressed enthusiasm about the company’s achievements, stating, “ASML sets records again in 2025 with total net sales reaching €32.7 billion and a gross profit margin of 52.8%. The fourth quarter was particularly strong, reporting record total net sales of €9.7 billion, bolstered by revenue from two high-NA systems.” He emphasized that gross margin results for the fourth quarter met expectations at 52.2%.
Looking toward 2026, Fouquet indicated that the company anticipates another year of growth, primarily attributed to the increased sales of EUV systems and corresponding growth in services related to the installed base of these technologies. This reflects ASML’s strategic focus on technological integration within its IT and engineering departments, aimed at enhancing innovation and reinforcing its leadership in essential market segments.
Overall, ASML’s strong financial performance in 2025 and optimistic outlook for the coming year underscore its vital role in the global semiconductor industry, amidst growing demands for advanced lithography solutions. As the sector continues to evolve, ASML is poised to capitalize on upcoming opportunities, ensuring sustained growth and profitability.
