Rapporti ASML Q1 2022 Risultati finanziari

Maestro del controllore


Our first-quarter net sales came in at €3.5 billion which is at the high end of our guidance. The gross margin of 49.0%, is as guided. Our first-quarter net bookings came in at €7.0 billion, including €2.5 billion from 0.33 NA e 0.55 NA EUV systems as well as very strong DUV bookings, reflecting the continued high demand for advanced and mature nodes.

“We continue to see that the demand for our systems is higher than our current production capacity. We accommodate our customers through offering high-productivity upgrades and reducing cycle time in our factories, and we continue to offer a fast shipment process. Inoltre, we are actively working to significantly expand capacity together with our supply chain partners. In light of the demand and our plans to increase capacity, we expect to revisit our scenarios for 2025 and growth opportunities beyond. We plan to communicate updates in the second half of the year.

“ASML expects second-quarter net sales between €5.1 billion and €5.3 billion with a gross margin between 49% e 50%. ASML si aspetta che R&D costs of around €790 million and SG&A costs of around €220 million. Per l'intero anno, we continue to expect a revenue growth of around 20%,” ha affermato Peter Wennink, presidente e amministratore delegato di ASML.

Prodotti e business highlights

  • We received multiple orders this quarter for our High-NA EXE:5200 sistemi (EUV 0.55 NA) from both Logic and Memory customers.
  • In our Applications business, we shipped our first eScan460 system, which is our next-generation single-beam inspection system, with higher resolution and 50% faster throughput than eScan430.

Update share buyback program
As part of its financial policy to return excess cash to its shareholders through growing annualized dividends and share buybacks, ASML executes a share buyback program which started on July 22, 2021, and is to be closed by December 31, 2023. Based on this program, ASML intende riacquistare azioni fino a un importo di 9 miliardi di euro, di cui ci aspettiamo un totale fino a 0.45 milioni di azioni saranno destinate alla copertura dei piani di azionariato dei dipendenti. ASML intende annullare la parte restante delle azioni riacquistate. In the first quarter, we purchased around €2.1 billion worth of shares under the current program.

Il programma di riacquisto di azioni sarà eseguito entro i limiti dell'autorizzazione esistente concessa dall'Assemblea generale annuale degli azionisti (Assemblea generale) on April 29, 2021, e dei poteri che saranno conferiti dalle future assemblee generali. Il programma di riacquisto di azioni proprie potrebbe essere sospeso, modificato o interrotto in qualsiasi momento. Tutte le transazioni nell'ambito di questo programma saranno pubblicate sul sito web di ASML (www.asml.com/investors) su base settimanale.

Quarterly video interview and investor call

With this press release, ASML has published a video interview in which CFO Roger Dassen discusses the 2022 first-quarter results and outlook for 2022. This video and the transcript can be viewed on www.asml.com.

An investor call for both investors and the media will be hosted by CEO Peter Wennink and CFO Roger Dassen on April 20, 2022 a 15:00 Central European Time / 09:00 US Eastern Time. Details can be found on the Q1 2022 results page.