๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Revenue: โฌ9.33B (+6.3% QoQ)
โข Gross Margin: 54.0% (+100 bps QoQ)
โข Net Income: โฌ2.92B (+5.8% QoQ)
โข EPS: โฌ7.59 (+6.2% QoQ)
โข New Lithography Systems Sold: 86 (vs. 67 QoQ)
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข Q3 Revenue: โฌ11.0Bโโฌ12.0B
โข Q3 Gross Margin: 55%โ57%
โข FY26 Revenue: โฌ43Bโโฌ45B (raised)
โข FY26 Gross Margin: 54%โ56% (raised)
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Q2 revenue and gross margin both exceeded guidance
โข Strong AI-driven demand continues to accelerate customer capacity expansion
โข ASML plans to increase Low NA EUV and DUV immersion capacity by 30% in 2027, with further expansion under evaluation for 2028
โข Repurchased approximately โฌ1.1B of shares during Q2 and announced an interim dividend of โฌ1.88 per share
โ
๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โOngoing AI investments continue to strengthen semiconductor demand. Customer commitments across our portfolio provide increased visibility into long-term growth, supporting our decision to raise our 2026 outlook and expand production capacity.โ