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ASML announces strong Q2 earnings amid cautious future outlook

ASML beat earnings estimates but warns of uncertain growth for 2026.

July 16, 2025 at 05:11 AM

ASML reported second-quarter earnings that beat estimates with the key net bookings figure ahead of consensus.

ASML reports strong Q2 earnings but warns of future uncertainty

ASML reported its second-quarter earnings on Wednesday, exceeding both revenue and profit expectations. The company posted forecasts that raised concerns, warning of possible stagnation in growth for 2026. Third-quarter revenue expectations fell short of market predictions, prompting ASML to narrow its full-year sales forecast to a 15% growth, down from an earlier estimate of 30 billion to 35 billion euros. CEO Christophe Fouquet acknowledged a solid performance from AI customers but highlighted uncertainties in the macroeconomic landscape and U.S. tariff policies as major factors affecting future growth.

Key Takeaways

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ASML beat earnings expectations for Q2 and net bookings figures.

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Third-quarter guidance disappointed, missing market forecasts.

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Company narrows full-year revenue growth projections to 15%.

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Geopolitical and economic uncertainties cloud the outlook for 2026.

"Looking at 2026, we see that our AI customers' fundamentals remain strong."

CEO Christophe Fouquet emphasized the strength of AI customer fundamentals while discussing future uncertainties.

"We continue to see increasing uncertainty driven by macro-economic and geopolitical developments."

Fouquet pointed out that these factors are affecting ASML's growth outlook.

ASML's recent earnings report illustrates the complexities faced by major players in the semiconductor industry. While the company has shown strong performance, the ambiguity surrounding future growth marks a significant departure from past optimism. This situation reflects broader tensions in the market, particularly with ongoing geopolitical issues and economic policies, making it crucial for investors and industry watchers to closely monitor these developments.