šš šššš ššØš„šš¢š§š ššš«š§š¢š§š š¬ šš25
ASML ąøąøąøąøµąøąø§ą¹ąø²ąøąø²ąø ą¹ąøą¹ą¹ąøąø·ąøąøąøąøµąø«ąøą¹ąø²ąø£ąø²ąø¢ą¹ąøą¹ąøąø²ąøąøąøµąøąøąø°ąø„ąøąø„ąøąø”ąø²ąø
ąø£ąø²ąøąø²ąø«ąøøą¹ąøąøąø£ąø±ąøąøąø±ąø§ąøąø¶ą¹ąøąø£ąø²ąø§ 4% (13.30 ąø.) pre market ąøąøµą¹ąøąø„ąø²ąø Nasdaq
ā¢ ASML ąø£ąø²ąø¢ąøąø²ąøąøąø„ąøąø£ąø°ąøąøąøąøąø²ąø£ 3Q25 ąøą¹ąø§ąø¢ąø£ąø²ąø¢ą¹ąøą¹ ā¬7.52 bn (ąøąø²ąø ā¬7.71 bn) ą¹ąøąø¢ąø”ąøµ Gross margin 51.6% (ąøąø²ąø 51.38%) ą¹ąø„ąø° EPS ąøąøµą¹ 5.40 (ąøąø²ąø 5.36) ą¹ąøąø¢ąøŖąø±ąøąøŖą¹ąø§ąøąø¢ąøąøąøąø²ąø¢ąø«ąø„ąø±ąøąø”ąø²ąøąø²ąøąøąøµąøąøąøµą¹ 42% ą¹ąøą¹ąøąø£ąø“ąø©ąø±ąøąøąø²ąøąø§ą¹ąø²ąø¢ąøąøąøąø²ąø¢ąøąø²ąøąøąøµąøąøąø°ąø„ąøąø„ąøąøąø¢ą¹ąø²ąøąø”ąøµąøąø±ąø¢ąøŖąø³ąøąø±ąøą¹ąøąøąøµ 2026 ąøą¹ąø²ąøąø¢ąøąøąøąøąøą¹ąø«ąø”ą¹ (Bookings) ā¬5.4 bn (ąøąø²ąø ā¬5.36 bn) ą¹ąøąø¢ą¹ąøąøąø²ąø°ąø£ąø°ąøąø EUV ąøąøµą¹ąøąøµą¹ąø”ąø¢ąøąøąøąøąø ā¬3.6 bn ąø«ąø£ąø·ąø 67% ąøąøąøąø¢ąøąøąøąøąø
ā¢ ąøąøøąøą¹ąøą¹ąøą¹ąøą¹ąøąø£ąø”ąø²ąøŖąøąøµą¹ąøąø·ąøąøąø²ąø£ą¹ąø£ą¹ąøąøąø„ąø±ąøąøąø±ąøą¹ąøąøą¹ąøą¹ąø„ąø¢ąøµą¹ąø«ąø”ą¹ąøąø±ą¹ąø EUV ą¹ąø„ąø° High NA EUV ąøąø¶ą¹ąøąø„ąø¹ąøąøą¹ąø²ą¹ąø„ąøą¹ advanced DRAM ą¹ąø„ąø° Logic ą¹ąø£ąø“ą¹ąø”ąøąø¢ąøąø¢ą¹ąøą¹ąøąø²ąøąøąø£ąø“ąøą¹ąø„ą¹ąø§ ASML ąø¢ąø±ąøąøŖą¹ąøąø”ąøąøąø£ąø°ąøąø XT:260 ąø£ąøøą¹ąøą¹ąø£ąøąøąøµą¹ą¹ąøą¹ą¹ąøąøąø²ąø Advanced Packaging ąøąøµą¹ą¹ąøąø“ą¹ąø”ąøąø£ąø°ąøŖąø“ąøąøąø“ąø ąø²ąøą¹ąø«ą¹ąøąø±ąøąøąø£ąø°ąøąø§ąøąøąø²ąø£ąøąø„ąø“ąøą¹ąøą¹ąøąø¶ąø 4 ą¹ąøą¹ąø² ąøąøąø°ą¹ąøąøµąø¢ąø§ąøąø±ąø ąøąø£ąø“ąø©ąø±ąøąø¢ąø±ąøą¹ąøąø“ąøąø«ąøą¹ąø²ąøąø±ąø AI ą¹ąøą¹ąø²ą¹ąøą¹ąøąøąøąøąøą¹ą¹ąø§ąø£ą¹ą¹ąø„ąø°ą¹ąøąø£ąø·ą¹ąøąøąøąø±ąøąø£ąø£ą¹ąø§ąø”ąøąø±ąøąøąø±ąøąøąø”ąø“ąøąø£ąøąø¢ą¹ąø²ąø Mistral AI ą¹ąøąø·ą¹ąøą¹ąøŖąø£ąø“ąø”ąøąø£ąø°ąøŖąø“ąøąøąø“ąø ąø²ąøą¹ąø„ąø°ąø„ąøąøą¹ąøąøąøøąøąøąøąøąø„ąø¹ąøąøą¹ąø²ą¹ąøąø£ąø°ąøąø±ąø ecosystem
ā¢ ą¹ąøąøąøąø¹ą¹ąøąø£ąø“ąø«ąø²ąø£ąø”ąøµąøąø§ąø²ąø”ąø”ąø±ą¹ąøą¹ąøąø”ąø²ąøąøąø¶ą¹ąø ąøąø²ąøą¹ąø 2Q25 ąøąøµą¹ą¹ąø”ą¹ąøąø„ą¹ąø²ąø¢ąø·ąøąø¢ąø±ąøąøąø²ąø£ą¹ąøąø“ąøą¹ąøą¹ąøąøąøµ 2026 ą¹ąøą¹ą¹ąø 3Q25 ąøąøµą¹ąøąø²ąøąø§ą¹ąø²ąø£ąø²ąø¢ą¹ąøą¹ą¹ąøąøąøµ 2026 ąøąø°ą¹ąø”ą¹ąøą¹ąø³ąøąø§ą¹ąø² 2025 ą¹ąø„ąø°ąøąø²ąøąø§ą¹ąø²ą¹ąø 4Q25 ąøąø°ą¹ąøąø“ąøą¹ąøą¹ąøą¹ąøą¹ąøąø£ą¹ąøą¹ąøą¹ąøąøąø“ą¹ąøØąø© ą¹ąøąø¢ą¹ąø«ą¹ą¹ąøą¹ąø²ąø«ąø”ąø²ąø¢ąø£ąø²ąø¢ą¹ąøą¹ąøąøµą¹ ā¬9.4 bn (ąøąø²ąø ā¬9.23 bn) ąøąøąø°ąøąøµą¹ąøąø±ą¹ąøąøąøµ 2025 ąøąø²ąøąø§ą¹ąø²ąø£ąø²ąø¢ą¹ąøą¹ąøąø°ą¹ąøąøąø£ąø°ąø”ąø²ąø 15% ąøąø¶ą¹ąøą¹ąøą¹ąø²ąøąø±ąøąøąø£ąø°ąø”ąø²ąøąøąø²ąø£ą¹ąøąø“ąø”
ASML
šš šššš„šš” ššš«šššš š²
ąø£ąø²ąøąø²ąø«ąøøą¹ąøąøąø£ąø±ąøąøąø±ąø§ąøąø¶ą¹ąøąø£ąø²ąø§ 4% (13.30 ąø.) pre market ąøąøµą¹ąøąø„ąø²ąø Nasdaq
ā¢ ASML ąø£ąø²ąø¢ąøąø²ąøąøąø„ąøąø£ąø°ąøąøąøąøąø²ąø£ 3Q25 ąøą¹ąø§ąø¢ąø£ąø²ąø¢ą¹ąøą¹ ā¬7.52 bn (ąøąø²ąø ā¬7.71 bn) ą¹ąøąø¢ąø”ąøµ Gross margin 51.6% (ąøąø²ąø 51.38%) ą¹ąø„ąø° EPS ąøąøµą¹ 5.40 (ąøąø²ąø 5.36) ą¹ąøąø¢ąøŖąø±ąøąøŖą¹ąø§ąøąø¢ąøąøąøąø²ąø¢ąø«ąø„ąø±ąøąø”ąø²ąøąø²ąøąøąøµąøąøąøµą¹ 42% ą¹ąøą¹ąøąø£ąø“ąø©ąø±ąøąøąø²ąøąø§ą¹ąø²ąø¢ąøąøąøąø²ąø¢ąøąø²ąøąøąøµąøąøąø°ąø„ąøąø„ąøąøąø¢ą¹ąø²ąøąø”ąøµąøąø±ąø¢ąøŖąø³ąøąø±ąøą¹ąøąøąøµ 2026 ąøą¹ąø²ąøąø¢ąøąøąøąøąøą¹ąø«ąø”ą¹ (Bookings) ā¬5.4 bn (ąøąø²ąø ā¬5.36 bn) ą¹ąøąø¢ą¹ąøąøąø²ąø°ąø£ąø°ąøąø EUV ąøąøµą¹ąøąøµą¹ąø”ąø¢ąøąøąøąøąø ā¬3.6 bn ąø«ąø£ąø·ąø 67% ąøąøąøąø¢ąøąøąøąøąø
ā¢ ąøąøøąøą¹ąøą¹ąøą¹ąøą¹ąøąø£ąø”ąø²ąøŖąøąøµą¹ąøąø·ąøąøąø²ąø£ą¹ąø£ą¹ąøąøąø„ąø±ąøąøąø±ąøą¹ąøąøą¹ąøą¹ąø„ąø¢ąøµą¹ąø«ąø”ą¹ąøąø±ą¹ąø EUV ą¹ąø„ąø° High NA EUV ąøąø¶ą¹ąøąø„ąø¹ąøąøą¹ąø²ą¹ąø„ąøą¹ advanced DRAM ą¹ąø„ąø° Logic ą¹ąø£ąø“ą¹ąø”ąøąø¢ąøąø¢ą¹ąøą¹ąøąø²ąøąøąø£ąø“ąøą¹ąø„ą¹ąø§ ASML ąø¢ąø±ąøąøŖą¹ąøąø”ąøąøąø£ąø°ąøąø XT:260 ąø£ąøøą¹ąøą¹ąø£ąøąøąøµą¹ą¹ąøą¹ą¹ąøąøąø²ąø Advanced Packaging ąøąøµą¹ą¹ąøąø“ą¹ąø”ąøąø£ąø°ąøŖąø“ąøąøąø“ąø ąø²ąøą¹ąø«ą¹ąøąø±ąøąøąø£ąø°ąøąø§ąøąøąø²ąø£ąøąø„ąø“ąøą¹ąøą¹ąøąø¶ąø 4 ą¹ąøą¹ąø² ąøąøąø°ą¹ąøąøµąø¢ąø§ąøąø±ąø ąøąø£ąø“ąø©ąø±ąøąø¢ąø±ąøą¹ąøąø“ąøąø«ąøą¹ąø²ąøąø±ąø AI ą¹ąøą¹ąø²ą¹ąøą¹ąøąøąøąøąøą¹ą¹ąø§ąø£ą¹ą¹ąø„ąø°ą¹ąøąø£ąø·ą¹ąøąøąøąø±ąøąø£ąø£ą¹ąø§ąø”ąøąø±ąøąøąø±ąøąøąø”ąø“ąøąø£ąøąø¢ą¹ąø²ąø Mistral AI ą¹ąøąø·ą¹ąøą¹ąøŖąø£ąø“ąø”ąøąø£ąø°ąøŖąø“ąøąøąø“ąø ąø²ąøą¹ąø„ąø°ąø„ąøąøą¹ąøąøąøøąøąøąøąøąø„ąø¹ąøąøą¹ąø²ą¹ąøąø£ąø°ąøąø±ąø ecosystem
ā¢ ą¹ąøąøąøąø¹ą¹ąøąø£ąø“ąø«ąø²ąø£ąø”ąøµąøąø§ąø²ąø”ąø”ąø±ą¹ąøą¹ąøąø”ąø²ąøąøąø¶ą¹ąø ąøąø²ąøą¹ąø 2Q25 ąøąøµą¹ą¹ąø”ą¹ąøąø„ą¹ąø²ąø¢ąø·ąøąø¢ąø±ąøąøąø²ąø£ą¹ąøąø“ąøą¹ąøą¹ąøąøąøµ 2026 ą¹ąøą¹ą¹ąø 3Q25 ąøąøµą¹ąøąø²ąøąø§ą¹ąø²ąø£ąø²ąø¢ą¹ąøą¹ą¹ąøąøąøµ 2026 ąøąø°ą¹ąø”ą¹ąøą¹ąø³ąøąø§ą¹ąø² 2025 ą¹ąø„ąø°ąøąø²ąøąø§ą¹ąø²ą¹ąø 4Q25 ąøąø°ą¹ąøąø“ąøą¹ąøą¹ąøą¹ąøą¹ąøąø£ą¹ąøą¹ąøą¹ąøąøąø“ą¹ąøØąø© ą¹ąøąø¢ą¹ąø«ą¹ą¹ąøą¹ąø²ąø«ąø”ąø²ąø¢ąø£ąø²ąø¢ą¹ąøą¹ąøąøµą¹ ā¬9.4 bn (ąøąø²ąø ā¬9.23 bn) ąøąøąø°ąøąøµą¹ąøąø±ą¹ąøąøąøµ 2025 ąøąø²ąøąø§ą¹ąø²ąø£ąø²ąø¢ą¹ąøą¹ąøąø°ą¹ąøąøąø£ąø°ąø”ąø²ąø 15% ąøąø¶ą¹ąøą¹ąøą¹ąø²ąøąø±ąøąøąø£ąø°ąø”ąø²ąøąøąø²ąø£ą¹ąøąø“ąø”
ASML šš šššš„šš” ššš«šššš š²
ExenciĆ³n de responsabilidad
La informaciĆ³n y las publicaciones no pretenden ser, ni constituyen, asesoramiento o recomendaciones financieras, de inversiĆ³n, de trading o de otro tipo proporcionadas o respaldadas por TradingView. MĆ”s informaciĆ³n en Condiciones de uso.
ExenciĆ³n de responsabilidad
La informaciĆ³n y las publicaciones no pretenden ser, ni constituyen, asesoramiento o recomendaciones financieras, de inversiĆ³n, de trading o de otro tipo proporcionadas o respaldadas por TradingView. MĆ”s informaciĆ³n en Condiciones de uso.