Dutch lithography equipment maker; long-term financial model presented at ASML Investor Day 2022
“2030: annual revenue between approximately €44 billion and €60 billion with a gross margin between approximately 56% and 60%.”
Target confirmed again at ASML's 2024 Investor Day; 2026 guidance of €43–45 billion puts the low end of the 2030 range within reach four years early.
“ASML expects a double-digit EUV lithography spending CAGR between 2025 and 2030 for both advanced Logic and DRAM, as the continued cost-effective scalability of EUV allows customers to further transfer multi-patterning layers to single-patterning EUV 0.33 NA and EUV 0.55 NA.”
Early evidence is supportive: ASML plans to raise low-NA EUV output capacity roughly 30% in 2027 (about 85 systems, from around 65 in 2026).
“2025: annual revenue between approximately €30 billion and €40 billion with a gross margin between approximately 54% and 56%.”
ASML's 2025 total net sales came in at €32.7 billion, inside the €30–40 billion range, but the full-year gross margin was 52.8%, below the projected 54–56% band.