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ASML:2025 年第四季度初步解读 —— 订单表现强劲,2026 年指引超市场共识
2026-01-29 02:42
ASML Holding (ASML.AS): 4Q25 First Take: Very strong 4Q25 orders with guide for 2026 above cons ASML's 4Q25 revenue was above Visible Alpha Consensus Data but EBIT of €3.4bn was slightly below consensus. The company's bookings figure in 4Q was €13.2bn, up meaningfully qoq from a strong 3Q25 order intake of €5.4bn and materially above Visible Alpha Consensus Data of €6.6bn, including €7.4bn of EUV orders which came in significantly above consensus at €4.4bn. As such, we note that the 4Q25 order intake of €13 ...