ASML's systems book-to-bill ratio was <1 in 1Q25. The company ended 1Q25 with ∼€34B backlog. At the mid-point of CY25 guidance, ∼€9B systems backlog could stretch into CY26. While ASML says '26 'll be a growth yr, the order trend for the next 3 quarters will decide '26.
Source: Sravan Kundojjala
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