The strong results and raised guidance reflect robust AI-driven demand for semiconductor equipment. The dividend increase and share buyback signal confidence in future cash flows. Investors should monitor customer demand trends and export control developments mentioned in the outlook.
Price Chart
Executive Summary
ASML reported strong Q1 2026 results with $8.8 billion in net sales and $2.8 billion in net income, exceeding expectations. The company raised its full-year 2026 revenue guidance to $36-40 billion and announced a 17% dividend increase, signaling strong demand from AI-driven semiconductor investments.
Key Facts
- Q1 2026 net sales: $8.8 billion
- Q1 2026 net income: $2.8 billion
- Raised full-year 2026 revenue guidance to $36-40 billion (up from previous $34-38 billion)
- Gross margin of 53.0%, at the high end of guidance
- Declared 2025 dividend of $7.50 per share, a 17% increase from 2024
- Purchased $1.1 billion in shares under share buyback program
Financial Impact
$8.8 billion in Q1 sales, $2.8 billion net income, $36-40 billion 2026 revenue guidance
Risk Factors
- Potential export control restrictions mentioned in CEO statement
- Supply chain constraints in semiconductor industry
- Geopolitical tensions affecting global semiconductor supply
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001628280-26-025147 |
| Document: financialstatementsusgaa.htm | 0001628280-26-025147 |
| Document: presentationinvestorrela.htm | 0001628280-26-025147 |
| Document: form6-kquarterlyfilings.htm | 0001628280-26-025147 |
| Document: 0001628280-26-025147-index-headers.html | 0001628280-26-025147 |
| Document: 0001628280-26-025147-index.html | 0001628280-26-025147 |
| Document: 0001628280-26-025147.txt | 0001628280-26-025147 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Apr 23, 2026 26w ago | 6-K | $1,401.24 $1,731.49 | ▲ +23.57% | ▲ +18.55% | $1,629.76 (+16.31%) |
Apr 15, 2026 27w ago | 6-K | $1,483.78 $1,809.58 | ▲ +21.96% | ▲ +13.82% | $1,629.76 (+9.84%) |
US Market Status
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