Dutch semiconductor equipment supplier ASM International announces preliminary results for the fourth quarter of 2025 that exceed previously communicated forecasts, according to a statement released this Monday.
ASM International reports that its order intake for the fourth quarter of 2025 amounted to approximately 800 million euros, according to preliminary figures. This level significantly exceeds the guidance provided during the third quarter results announcement, which predicted orders slightly above the 637 million euros recorded in the third quarter. The group attributes this performance to a rebound in orders from China towards the end of the period, as well as strong order intake in the advanced logic and foundry segment. This development marks a significant improvement in the Dutch group's business dynamics in the last quarter of the year.
Quarterly Revenue Exceeds Projections
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The quarterly revenue reached 698 million euros, surpassing the range of 630 to 660 million euros communicated during the previous quarter's earnings release, according to the statement. The company attributes this exceedance primarily to robust sales in the advanced logic and foundry segment, as well as significant sales of spare parts and services. These performances reflect sustained activity in the key segments of the equipment supplier, which designs and manufactures equipment for the production of semiconductor devices for wafer processing.
Positive Outlook for Early 2026
With the improvement in order trends observed in the fourth quarter, ASM International indicates it anticipates a notable increase in its revenue for the first quarter of 2026 compared to the fourth quarter of 2025, at constant exchange rates. The group, headquartered in Almere, Netherlands, will publish its complete financial results for the fourth quarter of 2025 on March 3, 2026. These preliminary figures suggest a gradual recovery of activity for the Dutch equipment supplier, which has facilities in the United States, Europe, and Asia.
SectorSemi-conducteurs et matériel›Équipement & matériaux semi-conducteurs
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Context
Period
Period: T3 2026
Key reported figures
Revenue: 1 159 millions d'euros
Quarterly revenue: 1 159 millions d'euros
Revenue growth: 45 %
Net income: 308,1 millions d'euros
Guidance from the release
« The demand environment remains very strong. […] For 2027, we project revenue to increase to more than €5.7 billion at constant currencies. This means we expect to achieve the revenue target set for 2030 at our 2025 Investor Day three years ahead of plan. »
Risks mentioned
Supply chain conditions are increasingly tight, with continued need to work closely with suppliers and customers to support planned ramp in shipments
Changes in regulatory environment could impact growth projections
Mature logic/foundry sales expected to remain relatively stable, potentially limiting growth in this segment
Opportunities identified
Advanced logic/foundry expected to be strongest growth driver in 2027, supported by further increases in 2nm-related sales and strong momentum in 1.4nm
Strong growth expected in memory, particularly HBM-related DRAM reflecting higher customer investment levels
Recovery in power/analog/wafer segments expected to strengthen further in 2027
Outlook / guidance
Expected revenue: 4 284 millions d'euros
Management commentary: « Based on our Q4 guidance, revenue for the full year 2026 is expected to increase by approximately 35% at constant currencies, with equipment revenue expected to grow by more than 40%. »
The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.
Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.
