ASML Company Profile

Collected Form 20-F metrics, trend charts, and initial interpretation for ASML within the AI infrastructure analytics portfolio.

Collected dataPending independent review

First data slice

First Data Slice: ASML

A collected dataset for adding lithography equipment and EUV bottleneck economics to the AI infrastructure framework.

Collected from ASML Form 20-F filings. Status: collected, pending independent review.

FY2024 highlights

Revenue

€28,262.9M

Gross Margin

51.28%

Operating Margin

31.92%

R&D Intensity

15.23%

CapEx Intensity

7.31%

Four-year view

Fiscal YearPeriod EndedRevenueGross MarginOperating MarginR&D IntensityCapEx IntensityStatus
20212021-12-31€18,611.0M52.71%36.27%13.69%4.84%collected
20222022-12-31€21,173.4M50.54%30.70%15.37%6.05%collected
20232023-12-31€27,558.5M51.29%32.81%14.44%7.82%collected
20242024-12-31€28,262.9M51.28%31.92%15.23%7.31%collected

Source: ASML Form 20-F filings.

Revenue definition: Revenue uses ASML line item "Total net sales."

CapEx definition: Capital expenditure uses ASML cash flow statement line item "Purchase of property, plant and equipment."

Unit: All raw financial figures are stored in EUR millions.

Fiscal-year note: ASML fiscal year is calendar-year aligned in this collected slice, with period ended December 31.

Status: Rows are marked as collected, not independently reviewed, until a later independent review step.

ASML Revenue Trend

Fiscal-year revenue from collected ASML Form 20-F figures.

Status: collected, pending independent review.

Source: ASML Form 20-F filings. Amounts stored in EUR millions.

ASML Margin Trend

Gross margin and operating margin from collected ASML Form 20-F figures.

Status: collected, pending independent review.

Source: ASML Form 20-F filings. Ratios calculated from stored EUR millions figures.

ASML Reinvestment Intensity Trend

R&D intensity and CapEx intensity calculated from collected ASML Form 20-F figures.

Status: collected, pending independent review.

Source: ASML Form 20-F filings. Ratios calculated from stored EUR millions figures.

R&D intensity = R&D expense / revenue. CapEx intensity = capital expenditure / revenue.

Initial Interpretation

What the first ASML slice suggests before the broader equipment, lithography, and supply-chain bottleneck comparison is built.

Equipment-layer revenue base

Data basis

Revenue was €18,611.0M in FY2021 and €28,262.9M in FY2024.

Interpretation

ASML’s collected series shows a large equipment-layer revenue base with continued growth over the four-year window, but FY2024 growth was much slower than the FY2022–FY2023 expansion phase.

Stable high gross margin

Data basis

FY2021 gross margin was 52.71% and FY2024 gross margin was 51.28%.

Interpretation

ASML maintained a stable high gross margin profile around the low-50% range, consistent with a bottleneck equipment supplier rather than a commodity hardware manufacturer.

Equipment profitability without foundry-level CapEx burden

Data basis

FY2024 operating margin was 31.92% and CapEx intensity was 7.31%.

Interpretation

ASML’s operating margin remains high while direct CapEx intensity is far below manufacturing-heavy foundry and memory profiles. This reflects equipment-layer economics rather than wafer-fab capacity ownership.

R&D-heavy lithography bottleneck

Data basis

FY2024 R&D intensity was 15.23% and CapEx intensity was 7.31%.

Interpretation

ASML’s reinvestment mix is more R&D-heavy than direct-fab-capex-heavy, reflecting its role in lithography technology, EUV roadmap execution, and equipment-system complexity.

These interpretations are based only on collected ASML Form 20-F figures and should be treated as an initial company-level reading, not a full cross-company conclusion or a completed industry dashboard.

Reference

Source & Methodology

How the ASML profile data is sourced, stored, and interpreted.

Official sources

Primary inputs are ASML annual reports filed as Form 20-F. Links below use the filing URLs stored in the collected metadata; fiscal-year rows map to the filing set noted for each slice.

At least one row's filing note references cross-checking FY2022 against another Form 20-F in the chain; see the underlying source note text in the dataset for that fiscal year.

Source notes

Income statement data comes from Consolidated Statements of Operations. Revenue uses "Total net sales." grossProfit uses "Gross profit." operatingIncome uses "Income from operations." rdExpense uses "Research and development costs." Capital expenditure uses the cash flow statement line item "Purchase of property, plant and equipment." Amounts are stored in EUR millions—aligned with the recurring language in the collected filing notes, without restating row-level figures here.

Fiscal-year treatment

ASML fiscal year is calendar-year aligned in this collected slice, with period ended December 31, as stated in the filing notes for these rows.

When periodEnded is present on a row, it records the fiscal period end date for that fiscal year as stated in the filing trail for that row.

Metric construction

Raw metrics stored per fiscal year include revenue, grossProfit, operatingIncome, rdExpense, capitalExpenditure.

Derived metrics include revenueGrowth, grossMargin, operatingMargin, rdIntensity, capexIntensity. These ratios are calculated from the stored raw figures for the same row.

CapEx definition

Capital expenditure uses ASML's cash flow statement line item "Purchase of property, plant and equipment." Outflows are stored as positive magnitudes in this file for consistency with other issuers in the portfolio.

Currency and limitation

This profile displays EUR millions from the collected dataset and does not convert EUR figures into USD.

Status values in this slice: collected. Where the status is collected, it means figures were sourced from official issuer filings in structured form and remain pending independent review beyond this page's scope.

The interpretation section above is a company-level reading of the collected series. It is not an investment recommendation, not advice on whether to transact in any security, and not a full cross-company conclusion under one reconciled framework yet.