ASM International N.V. (ASMa)

ASM International beat expectations on earnings while revenue was essentially in line, as adjusted EPS of EUR 5.96 topped the EUR 5.60 estimate (+6.4%) and revenue of EUR 1.003 billion came in against a EUR 998.1 million estimate (+0.5%, in line) in the second fiscal quarter of 2026 reported July 28, 2026. Revenue rose 20.0% to about EUR 1.0 billion from roughly EUR 835.6 million a year ago, while adjusted EPS climbed 69.8% from EUR 3.51. Profitability remained elevated, with gross margin at ~52% and operating margin near 32%, alongside operating income of roughly EUR 322.8 million. Net income increased 41.0% to about EUR 285.4 million, up from roughly EUR 202.4 million a year ago. The company generated operating cash flow of around EUR 466.3 million and paid roughly EUR 159.2 million in dividends during the quarter. Next-period consensus calls for EPS of EUR 5.93 on revenue of EUR 1.088 billion.