ASML reported a fourth‐quarter order intake of €13.2 billion, nearly double consensus estimates of €6.8 billion. This surge was driven by strong demand for its extreme ultraviolet (EUV) lithography systems, with 14 EUV tools ordered for a total of €7.4 billion. Management noted that key customers in foundry and memory segments have accelerated capacity plans, reflecting growing confidence in sustained AI‐related chip investments through 2027.

Following the Q4 beat, ASML raised its 2026 net sales guidance midpoint to €36.5 billion—above prior consensus of €35 billion—and reiterated a target gross margin of 51–53 percent. The board authorized a €12 billion share repurchase program through 2028 and approved a 17 percent dividend increase for 2025, lifting the payout to €7.50 per share. Cowen & Co. and TD Cowen both upgraded their 2027–28 capex cycle forecasts, citing strong order visibility and accelerated AI infrastructure build-out.

In fiscal 2025 ASML achieved a record net profit of €9.6 billion on sales of €32.7 billion, a 16 percent year-over-year revenue increase. To streamline its global operations, the company announced plans to eliminate 1,700 management and support roles—approximately 4 percent of its workforce—primarily in the Netherlands and U.S. CFO Roger Dassen emphasized that simplification of technology and IT functions will accelerate R&D throughput and improve time-to-market for next-generation high-NA EUV systems.