$ASML ASML Q3 2026 Earnings
- Net Sales €7.46B, est. €7.39B
- Gross Margin 51.6%, est. 51.8%
- Net Income €2.12B
- Net Bookings €5.4B
- Sees Q4 Net Sales €9.2B–€9.8B, est. €9.13B
- Sees Q4 Gross Margin About 57%, est. 56.4%
- Sees FY 2026 Net Sales €32.4B–€32.5B
- Sees FY 2027 Net Sales Growth, Driven by AI Demand
- Sees FY 2027 Gross Margin 56%, est. 54.9%
- Sees FY 2027 Net Sales €44B–€45B, Prior €43B–€45B
- Current 2027–2028 Supply Won't Fully Meet Demand
- Investigating 30% Capacity Increase for 2028
- Customers Interested in Placing Orders for 2029–2030
- Expects Non-EUV Business Growth of About 20% y/y
- Sees EUV Business Growth Over 45% This Year
- Sees China About 20% of Total Business This Year