ASML's raised guidance and capacity expansion plans signal sustained demand tailwinds from AI-driven chip investment. Monitor Q3 2026 results and the Capital Markets Day on June 10, 2027 for longer-term outlook updates. The buyback program continues, providing additional support.
Price Chart
Executive Summary
ASML reported Q2 2026 total net sales of €9.3B and net income of €2.9B, both above guidance driven by strong Installed Base Management sales. The company raised its full-year 2026 revenue outlook to €43B-€45B with 54%-56% gross margin and guided Q3 revenue between €11.0B and €12.0B, signaling robust AI-driven demand for advanced lithography equipment.
Key Financial Metrics
Key Facts
- Q2 2026 total net sales €9.3B, above guided range; gross margin 54.0% above guidance
- Net income €2.9B; EPS €7.59 basic
- New lithography systems sold: 86 units in Q2 vs 67 in Q1 2026
- Full-year 2026 revenue outlook raised to €43B-€45B (prior range not disclosed) with gross margin 54%-56%
- Q3 2026 guidance: total net sales €11.0B-€12.0B, gross margin 55%-57%
- Order intake extremely strong in first half of 2026; capacity expansion plan for EUV and DUV immersion lines through 2028
- Share buyback: ~€1.1B in Q2; interim dividend €1.88 per share payable August 5, 2026
Financial Impact
Revenue beat guidance; full-year outlook upward revised; capacity expansion investments indicated. No consensus comparison provided beyond the synthetic EPS figure.
Risk Factors
- Macroeconomic and geopolitical uncertainties could impact customer investment pace and order conversion
- Export control and trade regulations may restrict shipments to certain customers
- Semiconductor demand cyclicality; if AI investment decelerates, order momentum could slow
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3327450 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 7d ago | Press Release | $1,647.12 | awaiting T+60 | — | $1,609.19 (−2.30%) |
Oct 14, 2026 12d ago | 6-K | $1,650.00 | awaiting T+60 | — | $1,609.19 (−2.47%) |
Sep 28, 2026 28d ago | Press Release | $1,771.41 | awaiting T+60 | — | $1,609.19 (−9.16%) |
Sep 21, 2026 5w ago | Press Release | $1,711.32 | awaiting T+60 | — | $1,609.19 (−5.97%) |
Jul 15, 2026 14w ago | 6-K | $1,815.27 $1,769.79 | ▼ −2.51% | ▼ −5.04% | $1,609.19 (−11.35%) |
Jul 15, 2026 14w ago | Press Release | $1,815.27 $1,769.79 | ▼ −2.51% | ▼ −5.04% | $1,609.19 (−11.35%) |
Jun 15, 2026 19w ago | Press Release | $1,892.66 $1,729.52 | ▼ −8.62% | ▼ −9.62% | $1,609.19 (−14.98%) |
Jun 1, 2026 21w ago | Press Release | $1,628.57 $1,744.16 | ▲ +7.10% | ▲ +5.87% | $1,609.19 (−1.19%) |
Apr 28, 2026 25w ago | Press Release | $1,384.56 $1,803.00 | ▲ +30.22% | ▲ +26.23% | $1,609.19 (+16.22%) |
Apr 22, 2026 26w ago | Press Release | $1,440.51 $1,747.58 | ▲ +21.32% | ▲ +16.54% | $1,609.19 (+11.71%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers