ASML's Q2 order amount of €5.54 billion exceeded expectations, a quarter-on-quarter increase of 41%, with a net profit of €2.29 billion | Financial Report Insights

Dutch chip equipment manufacturer ASML's order volume in the second quarter exceeded analysts' expectations, driven by a surge in artificial intelligence investments that boosted strong demand for its advanced chip manufacturing equipment.

On the 16th, ASML announced its second-quarter financial report:

• Second-quarter order amount of €5.54 billion, a quarter-on-quarter increase of 41%, with market expectations at €4.8 billion.
• Second-quarter net sales of €7.69 billion, with market expectations at €7.51 billion.
• Second-quarter net profit of €2.29 billion, with market expectations at €2.05 billion.

Despite the impressive order performance, ASML's management remains cautious about future growth prospects. CEO Christophe Fouquet stated that the fundamentals for AI customers will remain strong through 2026, but uncertainties arising from macroeconomic and geopolitical developments are increasing.

"We expect total net sales in the third quarter to be between €7.4 billion and €7.9 billion, with a gross margin between 50% and 52%. We anticipate R&D costs of about €1.2 billion and SG&A costs of about €310 million. For the full year of 2025, we expect total net sales to grow by 15%, with a gross margin increase of about 52%."

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