ASML (ADR)
Builds lithography, metrology and inspection systems that enable chipmakers to pattern semiconductor wafers.
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Profile
Sells DUV, production EUV and qualifying High-NA lithography systems alongside metrology, inspection, software and installed-base services. Operates as a system architect and integrator for chipmakers, with much of sales generated in Asia and most system parts supplied by a specialized external network.
Builds DUV lithography systems for many production layers, NXE EUV systems for high-volume manufacturing, and EXE High-NA systems still moving through customer qualification. Metrology, inspection, computational lithography software, and installed-base services complement the exposure platforms within one reportable segment.
Combines system architecture, precision integration, and close co-development with chipmakers and suppliers. The cumulative portfolio spans mature DUV tools, established production EUV, and the next High-NA generation, while much of net sales is generated in Asia.
Relies on a concentrated chipmaker customer base and a specialized external network that manufactures most system parts. Advanced-system exports also depend on government licenses, and qualification schedules shape when newer platforms enter volume production.
Company facts
Key statistics
Year to date +45.8% · Average volume (30d) 1.4M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 16, 2026 | Argus Research | Target | $1,000 | $2,100 | ||
| Jul 16, 2026 | Wells Fargo | Reiterate | Overweight | $2,200 | $2,500 | |
| Jul 14, 2026 | RBC Capital | Reiterate | Outperform | $1,700 | $2,000 | |
| Jul 6, 2026 | Bernstein | Reiterate | Outperform | $1,911 | $2,623 | |
| Jun 22, 2026 | Wells Fargo | Reiterate | Overweight | $1,750 | $2,200 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 15, 2026Q2 FY26 | $7.98 | $8.68 | +8.8% | $10.24B | $10.67B | +4.2% | −1.67% |
| Apr 15, 2026Q1 FY26 | $7.72 | $8.37 | +8.4% | $10.10B | $10.34B | +2.4% | −4.79% |
| Jan 28, 2026Q4 FY25 | $9.04 | $8.55 | −5.4% | $11.19B | $11.61B | +3.8% | +2.27% |
| Jul 16, 2025Q2 FY25 | $5.94 | $4.55 | −23.4% | $8.79B | $9.01B | +2.5% | −1.26% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $8.97B | $8.91B | $8.71B | $11.26B | $10.16B | $10.81B | |
| Gross profit | $4.84B | $4.78B | $4.50B | $5.87B | $5.38B | $5.83B | |
| Operating income | $3.17B | $3.09B | $2.86B | $3.98B | $3.66B | $4.00B | |
| Net income | $2.73B | $2.65B | $2.46B | $3.29B | $3.19B | $3.38B | |
| Diluted EPS | $6.76 | $6.84 | $6.35 | $8.50 | $8.28 | $8.78 | |
| Gross margin | 54.0% | 53.7% | 51.6% | 52.2% | 53.0% | 54.0% | |
| Operating margin | 35.4% | 34.6% | 32.8% | 35.3% | 36.0% | 37.1% |
Fiscal years (4-quarter sums)FY21 $21.56B · FY22 $24.53B · FY23 $31.93B · FY24 $32.75B · FY25 $37.85B
Revenue by product · FY25
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $8.78B · Total debt $2.30B · Total assets $58.18B · Shareholders' equity $25.29B
Dividends
Raised for 2 straight years. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jul 28, 2026 | Jul 28 | Aug 5 | $2.1378 | cut from $3.168 |
| Apr 27, 2026 | Apr 27 | May 5 | $3.168 | raised from $1.9064 |
| Feb 10, 2026 | Feb 10 | Feb 18 | $1.9064 | raised from $1.864 |
| Oct 29, 2025 | Oct 29 | Nov 6 | $1.864 | raised from $1.8468 |
| Jul 29, 2025 | Jul 29 | Aug 6 | $1.8468 | cut from $2.0906 |
| Apr 28, 2025 | Apr 28 | May 6 | $2.0906 | raised from $1.5705 |
| Feb 11, 2025 | Feb 11 | Feb 19 | $1.5705 | cut from $1.6414 |
| Oct 29, 2024 | Oct 29 | Nov 7 | $1.6414 | cut from $1.6434 |
Ownership
Shares outstanding 385.42M · Float 385.25M · 100.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| FMR LLC | 5.48M | 1.42% | 13F | Aug 13, 2026 |
| Fisher Asset Management, LLC | 4.74M | 1.23% | 13F | Aug 4, 2026 |
| Capital World Investors | 3.73M | 0.97% | 13F | Aug 12, 2026 |
| Invesco Ltd. | 3.14M | 0.81% | 13F | Aug 14, 2026 |
| State Farm Mutual Automobile Insurance Co | 2.76M | 0.72% | 13F | Aug 12, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
- KLA
Overlay metrology and wafer-inspection rival in process control
- Applied Materials
E-beam metrology and inspection overlap in patterning control
- Onto Innovation
Packaging lithography, optical metrology and inspection overlap
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ASML (ADR) | $1,704.99 | +0.49% | $653.73B | 53.1 | 29.8 | 16.3 | +18.4% |
| KLA | $176.16 | +0.38% | $229.30B | 47.9 | 31.8 | 16.9 | +15.2% |
| Applied Materials | $462.35 | +0.16% | $366.55B | 39.8 | 26.2 | 11.9 | +24.8% |
| Onto Innovation | $272.00 | +0.48% | $13.47B | 101.8 | 26.4 | 12.0 | +35.3% |
| Median | 47.9 | 26.4 | 12.0 | +24.8% |