ASM International (ASM NA) Q4 25 (EUR): Adj. net income 170mln; gross margin 49.8%; EBIT 170.5mln, to buyback shares for EUR 150mln. Q1 revenue growth outlook -4%
- Expects sales in China to rise in 2026. A notable improvement from earlier forecast of a double-digit decline.
Context
ASM International's Q4 earnings show a solid adjusted net income with a high gross margin, but a disappointing Q1 revenue growth outlook suggests potential near-term challenges. The company's commitment to a significant share buyback might support its stock price, while the positive change in expectations for sales in China could indicate a potentially durable recovery in that market.
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