ASML reported a record net profit of €9.6 billion on total net sales of €32.7 billion for full-year 2025, reflecting a year-over-year sales increase of 15.6 %. The company’s leadership attributes this performance to persistently strong demand for extreme ultraviolet (EUV) lithography systems from chipmakers scaling AI compute capacity. Order intake for the year surged to €28.0 billion, up from €18.9 billion in 2024, underpinning the firm’s strongest backlog ever at €38.8 billion at year-end.

In conjunction with its full-year results, ASML announced plans to reduce its global workforce by approximately 1,700 positions, or 4 % of its total headcount. The cuts will focus on technology and IT support functions, with the stated goal of streamlining processes and re-allocating resources to core engineering and R&D teams. Management emphasized that the restructuring is being undertaken "at a moment of strength for the company," aiming to accelerate innovation cycles and improve long-term operational agility.

In the fourth quarter, ASML booked €13.2 billion in new system orders—of which €7.4 billion were EUV tools—beating consensus estimates by more than 100 %. Quarterly net sales reached €9.7 billion, with a gross margin of 52.2 %. The company also unveiled a new share repurchase program of up to €12 billion to be executed by December 31, 2028, following the completion of its prior €12 billion plan, under which it repurchased €7.6 billion through December 2025.

ASML expects 2026 total net sales to range between €34 billion and €39 billion, representing growth of up to 19 % over 2025 at the midpoint. First-quarter sales are forecast between €8.2 billion and €8.9 billion, with a gross margin target of 51 %–53 %. R&D spending is projected at approximately €1.2 billion, while SG&A expenses are guided to about €0.3 billion. Management reiterated its view that continued AI-driven capacity expansions will sustain strong demand for its next-generation High-NA and EUV platforms.