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Technology Stocks : Semi Equipment Analysis
SOXX 306.55+0.4%Oct 31 5:00 PM EST
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To: Julius Wong who wrote (94698)7/16/2025 9:30:40 AM
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ASML beats by 0.66, beats on revs; guides Q3 revs below consensus; guides FY25 revs below consensus

6:01 AM ET 7/16/25 | Briefing.com

Reports Q2 (Jun) earnings of 5.90 per share, 0.66 better than the FactSet Consensus of 5.24; revenues rose 23.2% year/year to 7.69 bln vs the 7.55 bln FactSet Consensus. Co issues downside guidance for Q3, sees Q3 revs of 7.4-7.9 bln vs. 8.26 bln FactSet Consensus. Co issues downside guidance for FY25, sees FY25 revs of +15% yr/yr to ~32.5 bln vs. 37.39 bln FactSet Consensus.Co's commentary on outlook:"Looking at 2026, we see that our AI customers' fundamentals remain strong. At the same time, we continue to see increasing uncertainty driven by macro-economic and geopolitical developments. Therefore, while we still prepare for growth in 2026, we cannot confirm it at this stage. We expect third-quarter total net sales between 7.4 billion and 7.9 billion, with a gross margin between 50% and 52%. We expect R&D costs of around 1.2 billion and SG&A costs of around 310 million. For the full year 2025, we expect a 15% increase in total net sales and a gross margin of around 52%."
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