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ASM International NV Earnings Calls
| Release date | Jul 28, 2026 |
| EPS estimate | $6.46 |
| EPS actual | $6.78 |
| EPS Surprise | 4.95% |
| Revenue estimate | 1.145B |
| Revenue actual | 1.142B |
| Revenue Surprise | -0.307% |
| Release date | Apr 21, 2026 |
| EPS estimate | $4.88 |
| EPS actual | $5.87 |
| EPS Surprise | 20.29% |
| Revenue estimate | 974.64M |
| Revenue actual | 1.011B |
| Revenue Surprise | 3.70% |
| Release date | Mar 03, 2026 |
| EPS estimate | $3.29 |
| EPS actual | $4.02 |
| EPS Surprise | 22.19% |
| Revenue estimate | 806.334M |
| Revenue actual | 812.786M |
| Revenue Surprise | 0.80% |
| Release date | Oct 28, 2025 |
| EPS estimate | $4.74 |
| EPS actual | $4.90 |
| EPS Surprise | 3.38% |
| Revenue estimate | 814.931M |
| Revenue actual | 934.84M |
| Revenue Surprise | 14.71% |
Last 4 Quarters for ASM International NV
Below you can see how ASMIY performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Oct 28, 2025 |
| Price on release | $622.09 |
| EPS estimate | $4.74 |
| EPS actual | $4.90 |
| EPS surprise | 3.38% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $619.71 |
| Oct 23, 2025 | $637.10 |
| Oct 24, 2025 | $646.86 |
| Oct 27, 2025 | $658.21 |
| Oct 28, 2025 | $622.09 |
| Oct 29, 2025 | $639.11 |
| Oct 30, 2025 | $652.31 |
| Oct 31, 2025 | $647.06 |
| Nov 03, 2025 | $653.00 |
| 4 days before | 0.384% |
| 4 days after | 4.97% |
| On release day | 2.74% |
| Change in period | 5.37% |
| Release date | Mar 03, 2026 |
| Price on release | $873.20 |
| EPS estimate | $3.29 |
| EPS actual | $4.02 |
| EPS surprise | 22.19% |
| Date | Price |
|---|---|
| Feb 25, 2026 | $875.06 |
| Feb 26, 2026 | $837.95 |
| Feb 27, 2026 | $840.12 |
| Mar 02, 2026 | $831.00 |
| Mar 03, 2026 | $873.20 |
| Mar 04, 2026 | $841.52 |
| Mar 05, 2026 | $833.03 |
| Mar 06, 2026 | $768.80 |
| Mar 09, 2026 | $808.27 |
| 4 days before | -0.213% |
| 4 days after | -7.44% |
| On release day | -3.63% |
| Change in period | -7.63% |
| Release date | Apr 21, 2026 |
| Price on release | $951.65 |
| EPS estimate | $4.88 |
| EPS actual | $5.87 |
| EPS surprise | 20.29% |
| Date | Price |
|---|---|
| Apr 15, 2026 | $893.23 |
| Apr 16, 2026 | $902.73 |
| Apr 17, 2026 | $922.48 |
| Apr 20, 2026 | $929.10 |
| Apr 21, 2026 | $951.65 |
| Apr 22, 2026 | $980.11 |
| Apr 23, 2026 | $990.50 |
| Apr 24, 2026 | $1,018.61 |
| Apr 27, 2026 | $988.02 |
| 4 days before | 6.54% |
| 4 days after | 3.82% |
| On release day | 2.99% |
| Change in period | 10.61% |
| Release date | Jul 28, 2026 |
| Price on release | $845.30 |
| EPS estimate | $6.46 |
| EPS actual | $6.78 |
| EPS surprise | 4.95% |
| Date | Price |
|---|---|
| Jul 22, 2026 | $1,022.23 |
| Jul 23, 2026 | $993.05 |
| Jul 24, 2026 | $969.48 |
| Jul 27, 2026 | $919.19 |
| Jul 28, 2026 | $845.30 |
| Jul 29, 2026 | $820.38 |
| Jul 30, 2026 | $914.88 |
| Jul 31, 2026 | $921.93 |
| Aug 03, 2026 | $912.00 |
| 4 days before | -17.31% |
| 4 days after | 7.89% |
| On release day | -2.95% |
| Change in period | -10.78% |
ASM International NV Earnings Call Transcript Summary of Q2 2026
Key investor takeaways from ASM's Q2 2026 earnings call:
- Strong Q2 results: Revenue ~€1.0bn (above guidance), +24% YoY (constant currency) and +15% vs Q1. Adjusted operating margin remained high at 33%; gross margin 51.9% (guidance ~51%).
- Equipment growth led by ALD (record sales) and strong Spares & Services (+34% YoY), supported by elevated fab utilization. Logic/foundry is the dominant customer segment (77% of H1 equipment sales). Leading-edge (2nm) drove much of the strength; 3–7nm also increased. Mature logic (China) remained solid in H1 but is expected to be down in H2 (seasonal / phasing).
- Memory: Q2 sequential increase driven by HBM-related DRAM; memory expected to be substantially higher in H2 (shipment phasing), with new DRAM epi wins contributing meaningful revenue in 2027.
- Technology & market positioning: Management is bullish on 1.4nm (expecting first contributions in H2 2026 and meaningful 2027 impact), expects SAM and market share gains at 1.4nm (ALD and epi). Molybdenum metallization wins are new and incremental. ASM emphasizes materials/precursor strength and selective investment in adjacent technologies (e.g., pECVD, advanced packaging relevance).
- Outlook & cadence: Q3 revenue guide €1.1bn. Second half 2026 revenue expected >20% higher vs H1 (constant currency). Management now expects 2027 revenue to exceed the top end of prior €3.7–€4.6bn guidance, driven by leading-edge nodes, memory ramp and recoveries in power/analog.
- Profitability & capital allocation: Gross margin drivers include product/customer mix (China contribution) and efficiency initiatives. Company is implementing targeted price increases to offset supplier cost inflation. Cash of €1.2bn, record Q2 free cash flow €355m; CapEx to remain above the higher end of prior guidance (largest spend on new Scottsdale site). Announced a €150m share buyback to start in H2, and remains open to M&A if value-creating opportunities arise.
- Risks/operational notes: Supply-chain stress is increasing but manageable today; working capital improved (days reduced to 50). China visibility remains lower than other regions and export-control dynamics have influenced some customer ordering behavior (some acceleration noted).
