"ASML closed out 2025 with record net bookings of $15.28 billion, including $8.60 billion in EUV orders, while Q4 earnings missed estimates with an EPS of $8.5254."
"The announcement of a $7.9 billion multi-year EUV equipment purchase from SK Hynix briefly lifted shares, but gains were erased due to a restructuring plan that cut 1,700 roles."
"China represented $11.06 billion, or roughly 29% of FY 2025 revenue, and management indicated that this share will decline significantly in 2026 due to macro uncertainties."
ASML reported record net bookings of $15.28 billion in Q4 2025, including $8.60 billion in EUV orders. However, earnings missed estimates, and shares fell 13.55% recently. A major order from SK Hynix was overshadowed by a restructuring plan that led to employee unrest and analyst downgrades. For Q1 2026, ASML's revenue guidance suggests cautious optimism, with a focus on AI-driven demand and concerns over declining revenue from China, which accounted for 29% of FY 2025 revenue.
Read at 24/7 Wall St.
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