ASML reports €6.2 billion total net sales and €1.6 billion net income in Q2 2024ASML continues to expect 2024 total net sales to be similar to 2023, supported by a strong second half year VELDHOVEN, the Netherlands, July 17, 2024 – Today, ASML Holding NV (ASML) has published its 2024 second-quarter results. Q2 total net sales of €6.2 billion, gross margin of 51.5%, net income of €1.6 billionQuarterly net bookings in Q2 of €5.6 billion2 of which €2.5 billion is EUVASML expects Q3 2024 total net sales betwe ...

财务数据和关键指标变化 - 公司Q2 2024总净销售额为62亿欧元,同比增长约10% [8] - 毛利率为51.5%,较上一季度略有下降 [8] - 营业利润率为29.4%,较上一季度有所下降 [8] - 净利润率为25.3%,较上一季度有所下降 [8] - 每股基本收益为4.01欧元,较上一季度有所下降 [8] 各条业务线数据和关键指标变化 - 系统销售额占总净销售额的77%,其中EUV系统销售占比31% [11][15] - 存储器和逻辑器件市场占系统销售的比重分别为37%和63% [16] - 各技术类型系统销售占比:EUV 46%、ArFi 39%、ArFdry 7%、KrF 8%、I-line 1% [11][15] 各个市场数据和关键指标变化 - 按地区销售占比:中国49%、韩国19%、台湾11%、美国6%、EMEA地区20% [17] - 各地区系统销售量:中国49台、韩国28台、台湾11台、美国6台、EMEA地区4台 [14] 公司战略和发展方向及行业竞争 - 公司预计2024年总净销售额与2023年相当,下半年有望强劲支撑 [1] - 根据2022年投资者日的市场情景分析,公司预计2025年营收可达300亿至400亿欧元,毛利率54%至56%;2030年营收可达440亿至600亿欧元,毛利率56%至60% [5] - 公司正积极扩充产能以满足客户需求 [5] - 公司持续执行ESG可持续发展战略,并在2023年年报中披露了最新进展和行动 [5] 管理层对经营环境和未来前景的评论 - 全球电子行业的大趋势以及创新生态系统的高盈利性,将继续推动半导体市场的增长 [5] - 半导体终端市场的增长和光刻机强度的提升,正在推动公司产品和服务的需求 [5] - 公司的产品组合与客户路线图相匹配,能够为从前沿到成熟节点的各种应用提供具有成本效益的解决方案 [5] 其他重要信息 - 公司在Q2支付了每股1.75欧元的期末股息,并宣布了每股1.52欧元的首次中期股息 [30][31] - 公司在Q2回购了10.6万股,总金额为9600万欧元 [31]

For Immediate ReleasesChicago, IL – July 16, 2024 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: ASML (ASML) , SAP (SAP) , Nvidia (NVDA) , Vertex Pharma (VRTX) and EssilorLuxxottica (ESLOY) .Here are highlights from Tuesday’s Analyst Blog:A Big Week in the USA: Global Week AheadWhat’s going on in this Global Week Ahe ...

The tech sector continues to be a driving force in the market, but with so many options, it can be tough to know where to invest. Here's where the Zacks Rank can be a valuable tool.We've identified three tech stocks – Amazon ((AMZN), Spotify ((SPOT), and ASML Holdings ((ASML) – that not only boast innovative products and services but also hold coveted Zacks Rank #1 (Strong Buy) ratings. Let's dive into why these tech giants should be on your watchlist, or even better, in your portfolio right now. Stocks Ami ...

ASML Holding N.V. (ASML) is slated to report second-quarter 2024 results on Jul 17. The upcoming results are expected to reflect ASML’s portfolio strength, growing investments, expanding position in the memory market and increasing design wins.However, market uncertainties, inflationary pressure, geo-political tensions and the rising cost of technological innovations are likely to have dampened the company’s prospects in the second quarter.For the second quarter, ASML expects revenues between €5.7 billion a ...

It was inevitable that tech stocks with massive potential and reach would be the titans of the digital age. Six out of seven trillion-dollar companies are in tech, as are some of the closest stocks to that trillion-dollar mark. Their growth, potential applications, capacity to lift entire markets, and massive global footprint make them some of the best investments in the market. Whether you’re shooting for massive growth or bulking up your retirement funds, you need these tech stocks in your portfolio. That ...

The artificial intelligence (AI) revolution has triggered a multi-year investment cycle across the enterprise. Additionally, generative AI is now permeating various consumer internet applications. These trends bode well for AI wealth-building stocks.In Q1 of fiscal year 2024, a huge moment of clarity appeared on AI spending as cloud service providers such as Amazon (NASDAQ:AMZN) and Microsoft (NASDAQ:MSFT) increased their capital expenditure plans. Indeed, it was a stark reminder of the heavy investment nee ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends ASML. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

文章核心观点 - 公司的EUV机器是行业独家供应,随着半导体行业从前EUV过渡到后EUV,将为公司带来显著的增长机会 [2][3] - 公司预计在2025财年实现30%以上的收入同比增长,主要得益于与台积电的高NA EUV机器交易 [7][8] - 公司面临来自中国市场的增长放缓,主要受到美国政府对公司向中国出口DUV光刻机的限制 [11][12] 2Q FY2024财报预览 - 公司预计2Q FY2024的收入为57亿欧元至62亿欧元,同比下降13.8% [5] - 公司毛利率预计为50.5%,环比有所下降 [5] - 公司EBIT利润率预计为27.6%,略有改善 [5] - 公司将重点关注管理层对未来增长前景的表述,而非具体的财报数据 [5] EUV业务前景 - EUV机器收入占比不断扩大,将成为公司的关键增长动力 [6] - 公司有望与台积电签署高NA EUV机器交易,这将大幅提升2025财年的收入目标 [7][8] - 英特尔也表示高NA EUV技术为其带来了强劲的增长动力和利润改善 [7] 估值分析 - 公司当前估值较高,基于2025财年收入目标的EV/销售比为10.6倍,PE为32.3倍 [14] - 相比半导体ETF的估值,公司估值略有溢价,但仍处于合理区间 [14]

bowie15 I knew when I took on this assignment to write about ASML Holding N.V.'s (NASDAQ:ASML) upcoming Q2 2024 earnings call on July 17, 2024, that it would be exceedingly difficult. By all metrics, ASML’s Q1 2024 results were disastrous, as shown in Table 1. According to ASML, every metric was down QOQ, by double-digit percentages. ASML However, CY 2023 was an exceedingly strong year for ASML. In a February 13, 2024 Seeking Alpha article entitled “ASML Led Global WFE Equipment Market In 2023 As Chin ...