REG-ASML reports €11.7 billion total net sales and €5.0 billion net income in Q3 2026
ASML reported record Q3 2026 total net sales of €11.7 billion with a 57.5% gross margin and €5.0 billion in net income, at the high end of guidance. Management guided Q4 sales of €14.2-€15.2 billion and full-year 2026 sales of €44-€45 billion with roughly 56% gross margin. The CEO said customers are seeking 2029-2030 orders on AI demand visibility, and that planned 2027-2028 supply will not fully meet demand, prompting investigation of capacity increases beyond the previously communicated 30% 2028 expansion.
Key figures
- Eps
- 12.95
- Revenue
- 11700000000
- Guidance
- Q4 2026 total net sales €14.2B-€15.2B with ~57% gross margin; FY2026 total net sales €44B-€45B with ~56% gross margin
- Net income
- 5000000000
- Q2 revenue
- 9326000000
- Q3 buyback
- €4.1 billion
- Gross margin
- 57.5%
- Gross profit
- 6700000000
- Q2 net income
- 2918000000
- New litho systems sold
- 113
- Used litho systems sold
- 8
- Interim dividend per share
- €1.88
- Cash and short term investments
- 12735000000
- Installed base management sales
- €3.3 billion
AI analysis
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