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ASMIY earnings

ASM International N.V. — automated research on every print, the model's read of every earnings call, and the numbers against estimates.

Next report October 27, 2026 consensus EPS 6.79
§ Recent prints / EPS vs consensus
Reported EPS Consensus Surprise
Jul 28, 2026 6.92 6.45 +7.3%
Apr 21, 2026 5.87 4.88 +20.3%
Mar 03, 2026 4.02 3.29 +22.2%
Oct 28, 2025 4.90 4.74 +3.4%
§ Research / every print, covered
ASMIY earnings: EPS beat by 5.0%, revenue in line
Equipment Desk · RegardingSemi Engine · Jul 28, 2026

ASM International N.V. reported results (Jul 28, 2026). EPS came in at €6.78 against a €6.46 consensus, beat by 5.0%. Revenue was €1.1B versus €1.1B expected, in line.

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ASM International N.V. Q1 2026: Revenue and EPS Beat, Strong Guidance for 2026 and Beyond
Equipment Desk · RegardingSemi Engine · Apr 22, 2026

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.

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ASM International N.V. Exceeds Q4 FY2025 Expectations with Revenue and EPS Surprises
Equipment Desk · RegardingSemi Engine · Mar 04, 2026

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.

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ASMI’s beat was real, but the order book says the market should not pay peak multiples for a trough-proof story
Equipment Desk · RegardingSemi Engine · Oct 29, 2025

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.

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§ Latest call — key points
  1. Sees Q2 revenue about 980 million euros plus or minus 5 percent.
  2. Sees 2026 revenue to be higher in second half of year.
  3. Sees 2027 wafers per month capacity to drive 1.4 nanometer technology.
  4. Sees 2027 and 2028 to be strong years for 1.4 nanometer technology.

the fully annotated calls →

§ Earnings calls on file / full text, model-annotated
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