ASML Q3 2026: Key financial highlights
ASML delivered a strong quarter, with record sales, higher profits and improving margins. Growing demand for AI chips is also pushing semiconductor manufacturers to plan more equipment investments.
Revenue: €11.7 billion, up from €9.3 billion in Q2
Net income: €5 billion, up from €2.9 billion
Gross margin: 57.5%, compared with 54% in Q2
Lithography systems sold: 121, up from 91 in Q2
AI demand is driving future growth
• Customers are increasing their equipment demand forecasts as AI investment continues.
• ASML expects its planned supply for 2027 and 2028 to fall short of customer demand.
• The company is exploring ways to increase production capacity for 2028.
What’s next for ASML?
• Q4 2026 revenue guidance: €14.2 billion to €15.2 billion
• Full-year 2026 revenue guidance: €44 billion to €45 billion
• Share buybacks: Approximately €4.1 billion in Q3
What investors should watch
Strong demand is encouraging, but ASML still needs to expand capacity and deliver equipment on time. Export controls, tariffs and geopolitical tensions could also affect its business.
To read more, click: ASML Q3 2026: record €11.7 billion sales, margin beat, supply gap