ASM International N.V.
CIK ISIN:USN070451026
reports in EUR
ASM International N.V. (ASMIY) reported a strong Q1 2026, with both revenue and EPS exceeding street estimates. The company's guidance for Q2 and the second half of 2026 indicates continued momentum, driven by advanced technology nodes and capacity expansions.
read the full report →ASM International N.V. (ASMIY) reported Q4 FY2025 results that exceeded street estimates, with revenue and EPS surprises of +0.8% and +22.2%, respectively. The company's guidance for Q1 FY2026 indicates continued momentum, signaling a strong start to the new fiscal year.
read the full report →ASM International N.V. cleared the quarter on street revenue by +14.7% and EPS by +3.4%, but the variant view is that the upside was more mix and timing than a clean demand inflection. The market was priced for an AI-enabled ALD compounder; this print instead argues for a narrower setup: own the structural gate-all-around optionality, but do not ignore that Q4 revenue guidance of €630 million to €660 million and new orders of €637 million pull the near-term debate back to digestion.
read the full report →39 pages also removed in the window.
| Manager | Move | Position $ | % of book | Δ shares QoQ |
|---|---|---|---|---|
| BOSTON COMMON ASSET MANAGEMENT, LLC | TRIM | $5 M | 0.3% | -1,421 |
| GAMMA INVESTING LLC | ADD | $532 K | 0.0% | +17 |
| FIRSTHAND CAPITAL MANAGEMENT, INC. | EXIT | $0 | — | -2,500 |
| SKYVIEW INVESTMENT ADVISORS, LLC | EXIT | $0 | — | -1,821 |
| FY | Period End | Revenue | Pretax Inc | Margin | YoY Pretax |
|---|---|---|---|---|---|
| 2025 | 2025-12-31 | $3.4 B | $1.0 B | 29.1% | + 2.4% |
| 2024 | 2024-12-31 | $3.2 B | $939 M | 29.6% | + 0.2% |
| 2023 | 2023-12-31 | $2.8 B | $937 M | 32.9% | + 71.6% |
| 2022 | 2022-12-31 | $2.5 B | $532 M | 20.9% | -15.5% |
| 2021 | 2021-12-31 | $2.0 B | $707 M | 34.5% | + 78.8% |
| 2020 | 2020-12-31 | $1.5 B | $381 M | 25.2% | -12.7% |
| 2019 | 2019-12-31 | $1.4 B | $428 M | 29.8% | + 121.7% |
| 2018 | 2018-12-31 | $967 M | $204 M | 21.1% | -62.2% |