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Research Tree provides access to ongoing research coverage, media content and regulatory news on ASML HOLDING NV. We currently have 6 research reports from 1 professional analysts.

Date Source Announcement
23Nov16 05:30 GNW ASML successfully places Eurobond offering for EUR 750 million
22Nov16 07:00 GNW ASML completes acquisition of HMI
03Nov16 07:00 GNW ZEISS and ASML strengthen partnership for next generation of EUV lithography due in early 2020s
31Oct16 07:00 GNW ASML affirms 2020 growth opportunity
26Oct16 10:15 GNW ASML obtains regulatory approvals for acquisition of HMI
19Oct16 06:00 GNW Strong logic demand drives third-quarter results, on track for record 2016 sales
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Positive signals from the EUV front, logic taking-off as expected

  • 20 Jul 16

ASML reported Q2 16 revenues of €1,740m, a 30.5% sequential and 5.2% yoy increase. 46 systems were sold (with an ASP of €27.3m), for a total of €1,254m (down 2.8% sequentially and 31.4% yoy), while service and field option sales reached €477m (up 46.5% sequentially and 10.6% yoy). Net bookings reached €1,566m (vs. €835m in the previous quarter), while the backlog increased to €3,371m. The gross margin (GAAP) reached 42.6%, 60bp above guidance again and down 300bp yoy, while the operating margin (GAAP) came in at 23.2%, for net income of €370.4m (IFRS). Concerning EUV, there is no change to the 2016 target of 6-7 shipments, with one shipment having occurred in Q2 16 after one in Q1 16, for a revenue recognition of €100m (vs. €110m previously announced). Four EUV systems were ordered during the quarter, and 10 are currently in the backlog; several other orders are expected during H2 16. After buying a total of 4.6m of shares through its share buy-back programme (worth €387m), the company announced a pause following the acquisition of HMI, which was announced in June for a total of €2.75bn. For the next quarter, the company forecasts once again sales of around €1.7bn, and a gross margin of around 47%. The FY2016 sales are expected to be above the 2015 figures, although the final level will depend on the timing of the EUV revenue recognition and the timing of the logic ramp up.