ASM International Expected to See Estimates Cut -- Market Talk

Dow Jones

2025/07/23

0953 GMT - ASM International's weakness in the second half of the year is expected to continue, leading to cuts in estimates for 2026, Jefferies' Janardan Menon says in a research note. The Dutch supplier of semiconductor-making equipment's third-quarter guidance for a 0% to 5% on-quarter decline in constant currency represents a fall of 5.5% when measured in euro, which in turn is 5% below Jefferies' estimates, Menon says. Meanwhile, guidance for the second half expects flat revenues, representing a 7% decline in euro terms versus the prior-year period, 5.5% below Jefferies estimates. Second-quarter sales were in line with expectations, while orders were 16% below, he says. Shares trade 8.8% lower at 459.30 euros. (nina.kienle@wsj.com)

(END) Dow Jones Newswires

July 23, 2025 05:53 ET (09:53 GMT)

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The Dutch supplier of semiconductor-making equipment's third-quarter guidance for a 0% to 5% on-quarter decline in constant currency represents a fall of 5.5% when measured in euro, which in turn is 5% below Jefferies' estimates, Menon says. Meanwhile, guidance for the second half expects flat revenues, representing a 7% decline in euro terms versus the prior-year period, 5.5% below Jefferies estimates. Second-quarter sales were in line with expectations, while orders were 16% below, he says. Shares trade 8.8% lower at 459.30 euros. 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The Dutch supplier of semiconductor-making equipment's third-quarter guidance for a 0% to 5% on-quarter decline in constant currency represents a fall of 5.5% when measured in euro, which in turn is 5% below Jefferies' estimates, Menon says. Meanwhile, guidance for the second half expects flat revenues, representing a 7% decline in euro terms versus the prior-year period, 5.5% below Jefferies estimates. Second-quarter sales were in line with expectations, while orders were 16% below, he says. Shares trade 8.8% lower at 459.30 euros. 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The Dutch supplier of semiconductor-making equipment's third-quarter guidance for a 0% to 5% on-quarter decline in constant currency represents a fall of 5.5% when measured in euro, which in turn is 5% below Jefferies' estimates, Menon says. Meanwhile, guidance for the second half expects flat revenues, representing a 7% decline in euro terms versus the prior-year period, 5.5% below Jefferies estimates. Second-quarter sales were in line with expectations, while orders were 16% below, he says. Shares trade 8.8% lower at 459.30 euros. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4147":"半导体设备","ASM":"Avino Silver & Gold Mines","ASMIY":"ASM International N.V.","BK4188":"贵重金属与矿石"},"translate_title":"ASM International预计将下调预期——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ASMIY":0.9,"ASM":1},"content_text":"0953 GMT - ASM International's weakness in the second half of the year is expected to continue, leading to cuts in estimates for 2026, Jefferies' Janardan Menon says in a research note. The Dutch supplier of semiconductor-making equipment's third-quarter guidance for a 0% to 5% on-quarter decline in constant currency represents a fall of 5.5% when measured in euro, which in turn is 5% below Jefferies' estimates, Menon says. Meanwhile, guidance for the second half expects flat revenues, representing a 7% decline in euro terms versus the prior-year period, 5.5% below Jefferies estimates. Second-quarter sales were in line with expectations, while orders were 16% below, he says. Shares trade 8.8% lower at 459.30 euros. (nina.kienle@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 23, 2025 05:53 ET (09:53 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}