- ASML reported Q2 2026 total net sales of €9.3 billion and a gross margin of 54.0%, exceeding guidance due to higher-than-expected Installed Base Management sales.
- The company forecasts Q3 2026 total net sales between €11.0 billion and €12.0 billion, with a gross margin of 55% to 57%, and raises full-year 2026 guidance to net sales of €43 billion to €45 billion and a gross margin of 54% to 56%.
- Strong order intake in the first half of 2026 is driven by AI-related investments, boosting demand for advanced Logic and Memory chips, and prompting customers to accelerate capacity expansion.
- ASML plans to increase its 2026 low NA EUV capacity by 30% for 2027 and is considering another 30% increase for 2028, with similar expansions planned for DUV immersion capacity and upgrade portfolios.
- In Q2 2026, ASML purchased approximately €1.1 billion worth of shares under its 2026–2028 buyback program and declared an interim dividend of €1.88 per share payable on August XV, 2026.