ASML raises 2026 sales and margin outlook on sustained AI equipment demand
ASML reported Q3 2026 net sales of €11.662 billion, net income of €4.960 billion and a 57.5% gross margin. It raised the lower bound of its 2026 net-sales outlook to €44–45 billion from €43–45 billion, guided for around 56% gross margin, and forecast Q4 sales of €14.2–15.2 billion at around 57% gross margin, above analyst expectations. ASML cited sustained AI-related equipment demand and customer interest in orders extending to 2029 and 2030.
This is a genuine, forward-looking business-performance development rather than market-price commentary: ASML reported Q3 2026 results, raised the lower bound of its full-year sales outlook from €43 billion to €44 billion, increased its gross-margin outlook to around 56%, and provided Q4 guidance above analyst expectations. Management also cited sustained AI-related equipment demand, customer interest in 2029–2030 orders, and planned 2027–2028 supply that may not meet demand. The evidence is direct and consistent across the supplied Dow Jones and Reuters reports; the separate buyback and dividend disclosures are not included because they are distinct developments. ASML is directly affected, while the approved semiconductor-equipment peers and major chipmaking customers have clear AI-capex and equipment-demand read-throughs supported by the context; more distant or mixed exposures are excluded to remain conservative.
ASML reports EUR11.7 billion total net sales and EUR5.0 billion net income in Q3 2026
Full-year 2026 total net sales expected to be between EUR44 billion and EUR45 billion, with a gross margin around 56%
ASML expects Q4 2026 total net sales between EUR14.2 billion and EUR15.2 billion, and a gross margin around 57%
ASML EURONEXT:ASML on Wednesday forecast fourth-quarter sales above analyst expectations, as AI-driven demand for its chipmaking equipment remains strong
The Dutch company guided for fourth-quarter net sales of €14.2 billion to €15.2 billion ($15.9 billion to $17.0 billion) and a gross margin of around 57%. Analysts polled by LSEG had expected sales of €14.19 billion and a gross margin of 55.4%.
Our customers continue to increase their short- and medium-term equipment demand forecasts with us, driven primarily by their views on the size and duration of AI-related investments. In light of their demand visibility, some customers are expressing an interest in placing orders with us for 2029 and even 2030
ASML EURONEXT:ASML said on Wednesday AI-driven demand for its chip-printing tools is so strong that it will not be able to fully meet customer demand in 2027 or 2028 and it is looking at ways to further expand capacity.
The biggest maker of equipment needed to manufacture computer chips forecast sales for the fourth quarter of 2026 of €14.2 billion to €15.2 billion ($15.9 billion to $17.0 billion), above analyst expectations, with a gross margin of around 57%.
Dutch technology giant ASML, which makes cutting-edge machines to make semiconductor chips, said Wednesday that the huge demand for AI had powered record sales and strong profits, and vowed to scale up production.
Our customers continue to increase their short- and medium-term equipment demand forecasts with us, driven primarily by their views on the size and duration of AI-related investments,