ASM International (ASM NA) Q4 (EUR): Revenue 698mln (exp. 654.2mln, prev. guided 630-660mln), Orders 800mln (Q3 indicated 637mln); above consensus orders due to rebound from China
Importance
Level 1
- "The stronger-than-expected bookings were driven by a rebound in orders from China toward the end of the quarter as well as solid bookings in the advanced logic/foundry segment".
- "The upside [in revenue] primarily reflects robust sales in the advanced logic/foundry segment, and strong spares & services sales".
Outlook:
- Supported by the improved bookings trend in Q4, ASM expects Q1 2026 revenue at constant currencies to show a healthy increase compared to Q4 2025.
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