阿斯麦（ASML）2025年第二季度业绩报告「NASDAQ」（英文版）（3页）.pdf

1、 1 Public ASML reports 7.7 billion total net sales and 2.3 billion net income in Q2 2025 Full-year 2025 expected total net sales growth of around 15%with gross margin around 52%VELDHOVEN,the Netherlands,July 16,2025 Today,ASML Holding NV(ASML)has published its 2025 second-quarter results.Q2 total ne

2、t sales of 7.7 billion,gross margin of 53.7%,net income of 2.3 billion Quarterly net bookings in Q2 of 5.5 billion2 of which 2.3 billion is EUV ASML expects Q3 2025 total net sales between 7.4 billion and 7.9 billion,and a gross margin between 50%and 52%ASML expects a full-year 2025 total net sales

3、increase of around 15%relative to 2024,with a gross margin of around 52%(Figures in millions of euros unless otherwise indicated)Q1 2025 Q2 2025 Total net sales 7,742 7,692.of which Installed Base Management sales1 2,001 2,096 New lithography systems sold(units)73 67 Used lithography systems sold(un

4、its)4 9 Net bookings2 3,936 5,541 Gross profit 4,180 4,130 Gross margin(%)54.0 53.7 Net income 2,355 2,290 EPS(basic;in euros)6.00 5.90 End-quarter cash and cash equivalents and short-term investments 9,104 7,248(1)Installed Base Management sales equals our net service and field option sales.(2)Net

5、bookings include all system sales orders and inflation-related adjustments,for which written authorizations have been accepted.Numbers have been rounded for readers convenience.A complete summary of US GAAP Consolidated Statements of Operations is published on .CEO statement and outlook Our second-q

6、uarter total net sales came in at 7.7 billion,at the top end of our guidance.The gross margin was 53.7%,above guidance,primarily driven by higher upgrade business and one-offs resulting in lower costs.We see continued progress in litho intensity,particularly in DRAM,and the introduction of the TWINS