The call highlighted strong revenue growth, improved margins, and increased order intake, indicating a positive business performance. However, concerns were raised about the impairment of ASMPT stake, currency translation losses, and challenges in the power analog wafer segment, alongside global market uncertainties due to tariffs.
Company Guidance
During ASM's Q1 2025 earnings call, they reported revenues of €839 million, surpassing their guidance midpoint of €810 million to €850 million, with constant currency revenue increasing 26% year-on-year. Equipment sales rose 25%, driven by Atomic Layer Deposition (ALD) and Epitaxy (Epi), while spares and services grew 32%. Gross margin improved to 53.4%, up from 50.3% in Q4 2024, attributed to a favorable product mix and cost reduction efforts. Operating profit increased by 41% year-on-year, with SG&A expenses decreasing to 9.1% of total revenue. The company maintained a strong cash position of over €1.1 billion, with order intake rising to €834 million, up 14% year-on-year. ASM anticipates 10% to 20% revenue growth for 2025, contingent on opportunities in power analog and HBM DRAM segments materializing.
Strong Revenue Growth
Revenue in Q1 2025 amounted to €839 million, above the midpoint of the guidance range, representing a 26% increase year-on-year at constant currencies.
Gross Margin Improvement
Gross margin increased to 53.4% in Q1 2025 from 50.3% in Q4 2024 and 52.9% in Q1 2024, driven by a favorable product mix and cost reduction programs.
Growth in Equipment and Service Sales
Equipment sales increased by 25% and spares and service sales rose by 32% at constant currencies.
Solid Free Cash Flow
Free cash flow reached €264 million in Q1 2025, up from €62 million in Q1 2024, supported by improved profitability and reduced working capital.
Increasing Order Intake
New orders increased to €834 million, up 14% at constant currencies compared to the first quarter of last year.
ASM International (ASMIY) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ASMIY Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Apr 29, 2025
$484.37
$486.71
+0.48%
Feb 25, 2025
$590.56
$575.06
-2.62%
Oct 29, 2024
$555.36
$555.20
-0.03%
Jul 23, 2024
$720.84
$748.23
+3.80%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does ASM International NV (ASMIY) report earnings?
ASM International NV (ASMIY) is schdueled to report earning on Jul 22, 2025, TBA Not Confirmed.
What is ASM International NV (ASMIY) earnings time?
ASM International NV (ASMIY) earnings time is at Jul 22, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.