July 16, 2025 06:02 AM GMT ASML Holding NV | Europe 2026 Uncertainty Offsets strong OB * = GAAP or approximated based on GAAP Key Takeaways What was said. Q2 order book ahead of expectations at €5.5bn (vs €4.5bn) consensus of which €2.3bn is EUV. The company has adjusted full year 2025 guide to "around 15% growth relative to 2024" which aligns with their previous midpoint of €32.5bn. Within these growth expectations – ASML forecast the EUV business to grow 30%, IBM to grow 20% and DUV to be about the same a ...