ASML (ASML NA) - Q4 2025 (EUR): Sales 9.72bln (exp. 9.26bln, guided 9.2-9.8bln), Orders 13.2bln (exp. 6.95bln), guides Q1 2026 Revenue 8.2-8.9bln (exp. 8.11bln), guides FY26 sales 34-39bln (exp. 36.5bln); Announces up to EUR 12bln share buyback

• Gross profit EUR 5.07bln (exp. 4.98bln).
• ASML intends to declare a total dividend for the year 2025 of EUR 7.50 per ordinary share, which is a 17% increase compared to 2024.

CEO:

• Expect 2026 to be another growth year for the Co., largely driven by a significant increase in EUV sales and growth in our installed-based business sales.
• Expect Q1'26 total net sales between EUR 8.2 -8.9bln (exp. 8.11bln), with a gross margin between 51% and 53%.
• For the FY26, expects total net sales to be between EUR 34-39bln (exp. 36.5bln), with a gross margin between 51% and 53% (exp. 52.9%).
• "In the last months, many of our customers have shared a notably more positive assessment of the medium-term market situation, primarily based on more robust expectations of the sustainability of AI-related demand. This is reflected in a marked step-up in their medium-term capacity plans and in our record order intake.