ASM International: Bump On The Road Won't Impair Solid Mid-Term Opportunities
2025-10-02 05:22:42 ET
Takeaway from the Investor Day
On 23rd September, ASM International ( OTCQX:ASMIY ) (ASMXF) issued an outlook cut for FY25. Experiencing weaker near-term weakness in cyclical markets such as power and analog, while a bit of caution among its logic & foundry customers. As a consequence, it expects the second half of the year to be lower by 5% to 10% than the first half, leading to FY25 growth at constant currency of around 10% YoY, compared to a 15% mid-range previously anticipated. On the positive side, it anticipates FY25 margins to be slightly higher than previously thought, with an EBIT margin of 28%-32% (vs. 26%-31%)....
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ASM International: Bump On The Road Won't Impair Solid Mid-Term OpportunitiesNASDAQ: ASMXF
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