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ASML Posts a Record Quarter and Raises Its Outlook

Net sales of €11.7 billion and net income of €5 billion, as chipmakers keep buying the machines that make AI chips.

Founder and Editor
2 min read
ASML's headquarters building in Veldhoven, the Netherlands
Image: ASML headquarters, Veldhoven. Public domain, via Wikimedia Commons

[ The short version ]

  1. 01ASML reported Q3 net sales of €11.7B, net income of €5.0B and a 57.5% gross margin.
  2. 02It expects Q4 sales of €14.2B to €15.2B and full-year 2026 sales of €44B to €45B.
  3. 03It sold 113 lithography systems in the quarter, up from 86 in the one before.

ASML makes the lithography machines that print the most advanced chips. Its results are a read on whether chipmakers expect demand to hold. The quarter just reported says they do.

€12B
Q3 2026 net sales, a recordNet income €5.0B, gross margin 57.5%

The numbers

  • Q3 net sales: €11.7 billion. Net income: €5.0 billion. Gross margin: 57.5%.
  • Systems sold: 113, up from 86 in the previous quarter.
  • Q4 guidance: net sales of €14.2 billion to €15.2 billion.
  • Full-year 2026 net sales expected at €44 billion to €45 billion.

A guide for Q4 that is far above Q3 tells you the order book is full. It also ties ASML's fortunes to how long AI infrastructure spending lasts, which investors were questioning in the same week as share prices in the sector fell.

Sources and notes
  • #ASML
  • #Chips
  • #Earnings
  • #AI

[ Written by ]

Founder and Editor

Victor Oluwaleye founded TheStak to explain what tech, AI and marketing actually change for the people running businesses, in Africa and beyond. A computer scientist by training and a marketer by trade, Victor has spent more than a decade leading marketing teams and building digital systems inside organisations, and runs Induuce Consultants, a growth and digital transformation agency in Lagos. More about Victor

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