ASML Q3 Sales Hit €11.7B, Guides FY26 to €44–45B on AI-Driven Demand
ASML sits 81% above its 52-week low of $946.11.
Summary
ASML posted record Q3 sales of €11.7B and net income of €5.0B, guided FY26 to €44–45B, and said AI-driven demand is outpacing planned 2027–2028 supply.
Key Events · Earnings and Guidance · ASML
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Record Q3 Sales and Profit
Q3 2026 total net sales of €11.7 billion, gross margin 57.5%, net income €5.0 billion, and basic EPS €12.95 — all above guidance and consensus.
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FY26 Guidance Raised
Full-year 2026 total net sales expected between €44 billion and €45 billion with gross margin around 56%; Q4 2026 sales guided to €14.2–15.2 billion.
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Demand Outpacing Supply
CEO stated 2027 and 2028 supply as currently planned will not fully meet customer demand; ASML is investigating capacity increases beyond the previously communicated 30% for 2028.
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€4.1B Buyback and Dividend
ASML repurchased ~2.8 million shares for ~€4.1 billion in Q3 under the 2026–2028 program and declared a €1.88 interim dividend payable November 4, 2026.
Analysis · ASML · Technology
ASML delivered record Q3 net sales of €11.7 billion with a 57.5% gross margin, beating consensus, and guided full-year 2026 to €44–45 billion. The CEO said 2027 and 2028 supply will not fully meet customer demand, and the company is investigating capacity increases beyond the previously communicated 30% for 2028. The company also repurchased €4.1 billion of shares in Q3 and declared a €1.88 interim dividend. The TSMC 12-inch photomask initiative and YieldStar 550 shipment add product momentum.
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In the 30 days to Nov 1, 2026, 40.1% of the 1118 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.35%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, ASML was trading at $1,712.55 on NASDAQ in the Technology sector, with a market capitalization of approximately $645.7B. The 52-week trading range was $946.11 to $1,999.96. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.