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Roger Dassen

Executive Vice President, Chief Financial Officer & Member of the Management Board, Asml Holding

Search every verified Roger Dassen interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Roger Dassen, CFO of ASML, discussed the company's second-quarter 2026 results in a July 15 video interview and earnings call. He reported total net sales of 9.3 billion euros and a gross margin of 54%, both above guidance, attributing the outperformance to the installed base business, which reached 2.8 billion euros due to customer demand for productivity upgrades. He also noted net income of 2.9 billion euros, which included an estimate of costs related to a tech and IT transformation. Dassen stated that ASML updated its full-year 2026 guidance to total net sales between 43 and 45 billion euros with a gross margin between 54% and 56%, and he mentioned plans to ship about 65 low-NA EUV machines this year, projecting EUV business growth of about 45% and over 30% growth for the installed base business. Dassen also addressed regional and market dynamics, saying China remains approximately 20% of total net sales, and he discussed strong growth in the metrology and inspection business, driven by increased process control adoption. He noted that ASML is investigating a further 30% capacity increase for low-NA EUV in 2028 due to strong demand forecasts, and that the company is nearly fully covered with orders for low-NA EUV for 2027. Regarding pricing, Dassen said ASML follows a value-based pricing concept and agreed that the current environment provides more flexibility for pricing, though he noted that long order lead times mean this does not translate into immediate pricing effects. He also announced that ASML will hold its next capital markets day on June 10, 2027, to revisit market assumptions and long-term business context.

Recent appearances

Notable quotes

“This quarter we'll pay an interim dividend of €1.60 per ordinary share and we will propose to the AGM a final payment of €2.70, bringing the total dividend relating to 2025 to €7.50 per ordinary share, a 17% increase versus 2024; we also bought back shares for €7.6 billion under the prior program and are announcing a new buyback program up to €12 billion through December 2028.”

“So Q4 net revenue came in at 9.7 billion euros. For the full year, revenue came in at 32.7 billion euros, which was a 16% increase compared to 2024.”

“China will remain important for us; we expect China to be roughly 20% of our business in 2026 — around €7.5 billion on the midpoint of our guidance — but that is lower than last year and will normalise.”

“The motivation to do this is not about money — this is not to realise more profit. Our current estimate is that about 1,700 people will be affected, and we will take responsibility to help them into other work.”

Other executives at Asml Holding

  • Christophe Fouquet, President, Chief Executive Officer and Chair of the Board of Management

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