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Asm International Nv Earnings Calls
| Release date | Jul 28, 2026 |
| EPS estimate | $6.39 |
| EPS actual | $6.80 |
| EPS Surprise | 6.42% |
| Revenue estimate | 1.14B |
| Revenue actual | 1.146B |
| Revenue Surprise | 0.501% |
| Release date | Apr 21, 2026 |
| EPS estimate | $4.82 |
| EPS actual | $5.79 |
| EPS Surprise | 20.12% |
| Revenue estimate | 968.149M |
| Revenue actual | 996.507M |
| Revenue Surprise | 2.93% |
| Release date | Mar 03, 2026 |
| EPS estimate | $3.34 |
| EPS actual | $4.06 |
| EPS Surprise | 21.56% |
| Revenue estimate | 810.754M |
| Revenue actual | 820.16M |
| Revenue Surprise | 1.16% |
| Release date | Oct 28, 2025 |
| EPS estimate | $4.26 |
| EPS actual | $4.93 |
| EPS Surprise | 15.73% |
| Revenue estimate | 795.782M |
| Revenue actual | 938.752M |
| Revenue Surprise | 17.97% |
Last 4 Quarters for Asm International Nv
Below you can see how ASMXF 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 | $654.66 |
| EPS estimate | $4.26 |
| EPS actual | $4.93 |
| EPS surprise | 15.73% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $650.75 |
| Oct 23, 2025 | $650.75 |
| Oct 24, 2025 | $574.00 |
| Oct 27, 2025 | $650.75 |
| Oct 28, 2025 | $654.66 |
| Oct 29, 2025 | $636.69 |
| Oct 30, 2025 | $636.69 |
| Oct 31, 2025 | $636.69 |
| Nov 03, 2025 | $656.75 |
| 4 days before | 0.600% |
| 4 days after | 0.320% |
| On release day | -2.74% |
| Change in period | 0.92% |
| Release date | Mar 03, 2026 |
| Price on release | $842.78 |
| EPS estimate | $3.34 |
| EPS actual | $4.06 |
| EPS surprise | 21.56% |
| Date | Price |
|---|---|
| Feb 25, 2026 | $866.78 |
| Feb 26, 2026 | $842.45 |
| Feb 27, 2026 | $842.45 |
| Mar 02, 2026 | $842.45 |
| Mar 03, 2026 | $842.78 |
| Mar 04, 2026 | $823.76 |
| Mar 05, 2026 | $850.00 |
| Mar 06, 2026 | $850.00 |
| Mar 09, 2026 | $850.00 |
| 4 days before | -2.77% |
| 4 days after | 0.86% |
| On release day | -2.26% |
| Change in period | -1.94% |
| Release date | Apr 21, 2026 |
| Price on release | $965.00 |
| EPS estimate | $4.82 |
| EPS actual | $5.79 |
| EPS surprise | 20.12% |
| Date | Price |
|---|---|
| Apr 15, 2026 | $877.80 |
| Apr 16, 2026 | $892.00 |
| Apr 17, 2026 | $927.47 |
| Apr 20, 2026 | $947.03 |
| Apr 21, 2026 | $965.00 |
| Apr 22, 2026 | $965.47 |
| Apr 23, 2026 | $988.59 |
| Apr 24, 2026 | $1,000.00 |
| Apr 27, 2026 | $1,000.00 |
| 4 days before | 9.93% |
| 4 days after | 3.63% |
| On release day | 0.0487% |
| Change in period | 13.92% |
| Release date | Jul 28, 2026 |
| Price on release | $871.72 |
| EPS estimate | $6.39 |
| EPS actual | $6.80 |
| EPS surprise | 6.42% |
| Date | Price |
|---|---|
| Jul 22, 2026 | $1,022.23 |
| Jul 23, 2026 | $978.50 |
| Jul 24, 2026 | $966.00 |
| Jul 27, 2026 | $994.85 |
| Jul 28, 2026 | $871.72 |
| Jul 29, 2026 | $871.72 |
| Jul 30, 2026 | $924.43 |
| Jul 31, 2026 | $924.43 |
| Aug 03, 2026 | $920.00 |
| 4 days before | -14.72% |
| 4 days after | 5.54% |
| On release day | 0% |
| Change in period | -10.00% |
Asm International Nv Earnings Call Transcript Summary of Q2 2026
Key points for investors: ASM reported a very strong Q2 2026: revenue exceeded €1.0bn (up 24% YoY, +15% vs Q1) driven by record ALD sales and robust Spares & Services (+34% YoY). Equipment sales were led by logic/foundry (77% of H1 equipment sales), with leading-edge (2nm) activity and contributions from 3–7nm and an emerging 1.4nm ramp. Memory (notably HBM DRAM) is expected to be significantly stronger in H2, while power/analog and wafer/analog should increase later in the year from a low base. Profitability remained excellent: Q2 gross margin 51.9% (guidance ~51% for the year), adjusted operating margin 33%, and record free cash flow of €355m. Balance sheet: cash ~€1.2bn; CapEx expected above the high end of €150–€250m range mainly for a new Scottsdale site. Outlook & guidance: Q3 revenue expected ~€1.1bn; management expects H2 revenue to be >20% above H1 (constant currency) and now expects 2027 revenue to exceed the previously stated top end of €4.6bn. Capital allocation: €150m share buyback announced to start in H2 and management continues to screen M&A opportunities. Key risks/considerations: supply-chain stress and component lead-time pressure (manageable so far), China visibility and potential export-control-driven order acceleration, and typical execution/qualification timing for new nodes (1.4nm, 4F² ramps). Overall tone: confident—management sees strong secular demand from AI infrastructure and leading-edge transitions, expects to outgrow market WFE trends and to benefit from expanded SAM and market share at 1.4nm and in DRAM over time.
