ASML Posts Record Q3 2026 Sales of €11.7 Billion, Raises 2026 Outlook
ASML reported record third-quarter 2026 net sales of €11.7 billion and net income of €5.0 billion, guiding full-year sales to €44–45 billion.
What you need to know
ASML announced record third-quarter 2026 total net sales of €11.7 billion, gross margin of 57.5% and net income of €5.0 billion. The Dutch chip-equipment maker guided fourth-quarter sales to €14.2–15.2 billion and full-year 2026 sales to €44–45 billion, citing strong AI-related demand.
- Q3 2026 total net sales reached €11.7 billion, up from €9.3 billion in Q2 2026.
- ASML sold 113 new and 8 used lithography systems in Q3 2026.
- An interim 2026 dividend of €1.88 per ordinary share is payable November 4, 2026.
Quarterly performance
ASML reported third-quarter 2026 total net sales of €11.7 billion, compared with €9.3 billion in the prior quarter. Gross margin was 57.5%, gross profit €6.7 billion and net income €5.0 billion, or €12.95 basic EPS.
Installed Base Management sales, defined as net service and field option sales, came in at €3.3 billion, above guidance. The company sold 113 new and 8 used lithography systems during the quarter, and ended with €12.7 billion in cash, cash equivalents and short-term investments.
Outlook and capacity
ASML guided fourth-quarter 2026 total net sales to €14.2–15.2 billion at a gross margin around 57%, with R&D costs near €1.2 billion and SG&A near €0.4 billion. For the full year, it expects sales of €44–45 billion at a gross margin around 56%.
CEO Christophe Fouquet said customers are raising equipment demand forecasts, driven mainly by their views on the size and duration of AI-related investments, and some are expressing interest in orders for 2029 and 2030. ASML said its planned 2027 and 2028 supply will not fully meet demand and that it is investigating ways to expand 2028 capacity beyond the previously communicated 30% increase. The company bought about €4.1 billion of shares in the quarter.
What does ASML expect for the fourth quarter of 2026?
ASML guided fourth-quarter 2026 total net sales to between €14.2 billion and €15.2 billion, with a gross margin around 57%, R&D costs of about €1.2 billion and SG&A costs of about €0.4 billion.
Sources & context
- ASML reports €11.7 billion total net sales and €5.0 billion net income in Q3 2026 | Wed, 10/14/2026 - 07:00 ↗investor.asml.com
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