Apple reported fiscal 2025 revenue of nearly $416.2 billion, up about 6.4%, and net income near $112 billion, a 26.9% net margin. ASML reported revenue of nearly $36.8 billion, up 15.6%, with net income of $10.8 billion and a margin of roughly 29.4%. Apple’s free cash flow reached about $98.8 billion, while ASML produced about $12.5 billion. Apple faces antitrust litigation, including a 2024 DOJ lawsuit, and reliance on single-source suppliers in Asia, while ASML’s cyclical industry and export restrictions pose risks. The article says Apple appears more attractive on its sales multiple, though both trade at similar premiums to future earnings, and the author, a longtime Apple shareholder, says he finds ASML’s industry position extremely appealing.
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Related tickers and likely impact
AAPL
• NeutralApple Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Technology Hardware, Storage & Peripherals |
| Market cap | $5.0T |
| Close on 10/19/2026 | 342.94 |
| Change that session | -0.15% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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