The combination of raised full-year guidance, sustained margin expansion, and strong AI-driven demand signals durable growth momentum. Traders should monitor upcoming quarterly execution against elevated guidance and export control developments, which management cited as a potential risk.
Price Chart
Executive Summary
ASML reported Q1 2026 revenue of €8.8 billion (in-line with guidance) and a gross margin of 53.0%, exceeding expectations. The company raised full-year 2026 revenue guidance to €36–40 billion, citing strong AI-driven demand and customer capacity expansions, while announcing a 17% dividend increase and €1.1 billion in share buybacks.
Key Financial Metrics
Key Facts
- Q1 2026 total net sales: €8.8 billion (€8.767B reported in filing), gross margin: 53.0%
- Net income: €2.8 billion, EPS: €7.15 (basic)
- Raised 2026 full-year revenue guidance to €36–40 billion (up from prior outlook)
- Q2 2026 revenue guidance: €8.4–9.0 billion, gross margin 51–52%
- Declared 2025 dividend of €7.50 per share (17% increase), with €1.1 billion in share buybacks executed in Q1
Financial Impact
Revenue guidance raised by approximately 15–20% above prior expectations; EPS beat consensus by 10.6%
Risk Factors
- Geopolitical risks related to export controls on semiconductor equipment
- Potential for supply chain constraints to limit delivery capacity despite strong demand
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3274110 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 7d ago | Press Release | $1,647.12 | awaiting T+60 | — | $1,590.90 (−3.41%) |
Oct 14, 2026 12d ago | 6-K | $1,650.00 | awaiting T+60 | — | $1,590.90 (−3.58%) |
Sep 28, 2026 28d ago | Press Release | $1,771.41 | awaiting T+60 | — | $1,590.90 (−10.19%) |
Sep 21, 2026 5w ago | Press Release | $1,711.32 | awaiting T+60 | — | $1,590.90 (−7.04%) |
Jul 15, 2026 14w ago | 6-K | $1,815.27 $1,769.79 | ▼ −2.51% | ▼ −5.04% | $1,590.90 (−12.36%) |
Jul 15, 2026 14w ago | Press Release | $1,815.27 $1,769.79 | ▼ −2.51% | ▼ −5.04% | $1,590.90 (−12.36%) |
Jun 15, 2026 19w ago | Press Release | $1,892.66 $1,729.52 | ▼ −8.62% | ▼ −9.62% | $1,590.90 (−15.94%) |
Jun 1, 2026 21w ago | Press Release | $1,628.57 $1,744.16 | ▲ +7.10% | ▲ +5.87% | $1,590.90 (−2.31%) |
Apr 28, 2026 25w ago | Press Release | $1,384.56 $1,803.00 | ▲ +30.22% | ▲ +26.23% | $1,590.90 (+14.90%) |
Apr 22, 2026 26w ago | Press Release | $1,440.51 $1,747.58 | ▲ +21.32% | ▲ +16.54% | $1,590.90 (+10.44%) |
US Market Status
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