ASML
📈 ASML reported impressive Q1 results with $7.7 billion in revenue and exceptionally strong gross margins of 54%, significantly higher than the previous year’s 51%.
📊 Despite market noise about bookings, the company demonstrated significant year-over-year growth, with earnings per share nearly doubling from $3.3 to around $6.
🎯 ASML maintained its full-year sales guidance of $30-35 billion, suggesting confidence in its business outlook even amidst acknowledged market uncertainties.
@bernardodegarcia:
“Let’s look at ASML’s quarterly results. $7.7 billion dollars, 54% margins! Look, I read news today about ASML, the bookings, oh terrible, the Nasdaq, Nvidia… Nobody, nobody, nobody talked about the 54% margins ASML achieved. Nobody, not even God Almighty. Brutal, brutal. And look at this, I understand that for the full year, the outlook isn’t set at 54%, they put it between 51% and 53%. Alright. Gross margins 54% this quarter, 51.7% the previous quarter. If we look at the figures from the first quarter of last year, 12 months ago we had margins of 51% and sales of $5.3 billion, with earnings per share of $3.3. Today we have revenues of $7.7 billion, earnings per share… they don’t put it here, but earnings per share of six. So the company has grown year after year. What about quarter over quarter? No. Here it is, March. This compares it to last year. We didn’t reach $4 billion dollars, a drop compared to the $5.3 billion of 2023. Wait, total sales were 5.3 versus 6.7? Total sales this quarter were 7.7. We have revenue growth, we have margin expansion. It’s true that compared to the last quarter, perhaps due to tariffs, perhaps due to whatever, revenues rose significantly, but the company still maintains its outlook. Yes, it’s true they say there’s a lot of uncertainty, we don’t know what will happen, but they maintain guidance. Here it is, ASML continues to expect sales between 30 and 35 billion. If you divide 30 by 4, you get about 7.25. That’s the low figure, and we’re already at 7.7. So, well, it could be seven, seven-something. At 35 divided by 4, you almost get to nine, meaning eight and change. So, well, the truth is it’s quite good, and it still maintains its guidance for 2020… I mean, I don’t know. Obviously, the quarterly results were a bit ‘meh’ if you compare them to the last quarter, you’re not going anywhere.”
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