ASML has announced plans to eliminate approximately 1,700 positions, representing about 4% of its global workforce of over 44,000 employees. The reductions will primarily affect management and leadership roles within the Technology and IT organizations, with the majority occurring in the Netherlands and some in the U.S. CFO Roger Dassen explained that the move responds to feedback about an overly complex organizational structure and is designed to streamline operations so that “engineers can be engineers again.” Employee representatives have been informed, and further details will be published on ASML’s website.

In the fourth quarter of 2025, ASML achieved net bookings of €13.2 billion—nearly double the €6.85 billion consensus estimate—and reported Q4 net sales of €9.7 billion with a gross margin of 52.2%. For the full year, total net sales reached €32.7 billion, up 16% year-over-year, and net income climbed to €9.6 billion, corresponding to a 52.8% gross margin. The backlog stood at €38.8 billion at year-end, driven by robust demand for extreme ultraviolet (EUV) lithography systems that underpin advanced chip manufacturing for AI applications.

Looking ahead, ASML expects 2026 net sales between €34 billion and €39 billion, with a gross margin in the 51–53% range. The company has launched a new share buyback program of up to €12 billion through December 31, 2028, and intends to propose a total 2025 dividend of €7.50 per ordinary share—a 17% increase over the prior year. R&D expenditures are forecast at approximately €1.2 billion, with SG&A costs near €0.3 billion, reflecting ASML’s commitment to innovation while maintaining disciplined cost management.