$ASML Q3’26 EARNINGS HIGHLIGHTS
🔹 Net Sales: €11,662M (Est. €11.56B) 🟢
🔹 EPS: €12.95 (Est. €10.60) 🟢
🔹 Gross Margin: 57.5% (Est. 54.8%) 🟢
🔹 Net Income: €5.0B (Est. €4.06B) 🟢
FY26 Guide:
🔹 Net Sales: €44B-€45B (Est. €43.73B) 🟢
🔹 Gross Margin: ~56% (Est. 54.0%) 🟢
Q4 Guide:
🔹 Net Sales: €14.2B-€15.2B (Est. €13.8B) 🟢
🔹 Gross Margin: ~57% (Est. 54.9%) 🟢
🔹 R&D Costs: ~€1.2B
🔹 SG&A Costs: ~€0.4B
Capital Return:
🔹 Share Buybacks: ~€4.1B in Q3
🔹 Interim Dividend: €1.88/share
Key Updates:
🔹 Supply as currently planned for both 2027 and 2028 will not fully meet customer demand
🔹 Investigating ways to increase capacity for 2028 beyond the 30% increase previously communicated
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