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阿斯麦(ASML)2025年第四季度及全年业绩报告「NASDAQ」(英文版)(4页).pdf

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1、 1 Public ASML reports 32.7 billion total net sales and 9.6 billion net income in 2025 ASML expects 2026 total net sales to be between 34 billion and 39 billion,with a gross margin between 51%and 53%VELDHOVEN,the Netherlands,January 28,2026 Today,ASML Holding NV(ASML)has published its 2025 fourth-qu

2、arter and full-year results.Q4 total net sales of 9.7 billion,gross margin of 52.2%,net income of 2.8 billion Quarterly net bookings in Q4 of 13.2 billion of which 7.4 billion is EUV 2025 total net sales of 32.7 billion,gross margin of 52.8%,net income of 9.6 billion Backlog at the end of 2025 of 38

3、.8 billion ASML expects Q1 2026 total net sales between 8.2 billion and 8.9 billion,and a gross margin between 51%and 53%ASML expects 2026 total net sales to be between 34 billion and 39 billion,with a gross margin between 51%and 53%ASML announces a new share buyback program of up to 12 billion to b

4、e executed by December 31,2028 ASML to strengthen focus on engineering and innovation by streamlining the Technology and IT organizations (Figures in millions of euros unless otherwise indicated)Q3 2025 Q4 2025 FY 2024 FY 2025 Total net sales 7,516 9,718 28,263 32,667 .of which Installed Base Manage

5、ment sales1 1,962 2,134 6,494 8,193 New lithography systems sold(units)66 94 380 300 Used lithography systems sold(units)6 8 38 27 Net bookings2 5,399 13,158 18,899 3 28,035 3 Backlog4 35,938 38,797 Gross profit 3,880 5,068 14,492 17,258 Gross margin(%)51.6 52.2 51.3 52.8 Net income 2,125 2,840 7,57

6、2 9,609 EPS(basic;in euros)5.49 7.35 19.25 24.73 End-quarter cash and cash equivalents and short-term investments 5,128 13,322 12,741 13,322 (1)Installed Base Management sales equals our net service and field option sales.(2)Net bookings include all system sales orders and inflation-related adjustme

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1. **2025年业绩**:总净销售额€327亿,净利润€96亿,毛利率52.8%;Q4净销售额€97亿,净利润€28亿,创纪录。 2. **2026年展望**:预计净销售额€340亿-€390亿,毛利率51%-53%;Q1净销售额€82亿-€89亿。 3. **订单与 backlog**:2025年净订单€280亿,年底积压订单€388亿,Q4 EUV订单€74亿。 4. **股东回报**:2025年股息€7.5/股(增17%),新回购计划€120亿(2028年底前)。 5. **战略调整**:精简技术与IT组织,聚焦工程与创新,应对半导体行业增长。
ASML业绩如何? 2026年增长预期? 股东回报计划?
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