Wednesday, July 15th 2026
ASML Reports €9.3 Billion Total Net Sales and €2.9 Billion Net Income in Q2 2026
Today, ASML Holding NV (ASML) has published its 2026 second-quarter results.
"Our second-quarter total net sales were €9.3 billion and gross margin came in at 54.0%, both above guidance, driven primarily by higher than expected Installed Base Management sales."
"Ongoing AI-related investments and continued progress in AI technologies are driving demand for advanced Logic and Memory chips, further strengthening the semiconductor industry's growth outlook. Our customers, in turn, continue to accelerate their capacity expansion plans. This is translating into customer commitments across our product portfolio, providing ASML with increased visibility into longer-term demand. Our order intake remained extremely strong in the first half of the year. Based on this momentum, we are planning to add 30% to our 2026 low NA EUV capacity of around 65 for 2027, and we are investigating to increase capacity with another 30% for 2028. Similarly, we plan to add 30% to our 2026 DUV immersion capacity of around 130 for 2027, and we are investigating to increase capacity with another 30% in 2028. In addition, we are continuing to significantly expand our upgrade portfolio."
"We expect third-quarter 2026 total net sales between €11.0 billion and €12.0 billion, with a gross margin between 55% and 57%. We expect R&D costs of around €1.2 billion and SG&A costs of around €0.4 billion. Given the business dynamics discussed above, we now expect total net sales for 2026 to be between €43 billion and €45 billion, with a gross margin between 54% and 56%. At our next Capital Markets Day, which will be held on June 10, 2027, we will update our longer-term views to reflect the market and technology dynamics since our last Capital Markets Day," said ASML President and Chief Executive Officer Christophe Fouquet.
Update share buyback program and dividend
In the second quarter, we purchased around €1.1 billion worth of shares under the current 2026-2028 share buyback program.
An interim dividend over 2026 of €1.88 per ordinary share will be made payable on August 5, 2026.
Source:
ASML
- Q2 total net sales of €9.3 billion, gross margin of 54.0%, net income of €2.9 billion
- ASML expects Q3 2026 total net sales between €11.0 billion and €12.0 billion, and a gross margin between 55% and 57%
- ASML now expects 2026 total net sales to be between €43 billion and €45 billion, with a gross margin between 54% and 56%
"Our second-quarter total net sales were €9.3 billion and gross margin came in at 54.0%, both above guidance, driven primarily by higher than expected Installed Base Management sales."
"We expect third-quarter 2026 total net sales between €11.0 billion and €12.0 billion, with a gross margin between 55% and 57%. We expect R&D costs of around €1.2 billion and SG&A costs of around €0.4 billion. Given the business dynamics discussed above, we now expect total net sales for 2026 to be between €43 billion and €45 billion, with a gross margin between 54% and 56%. At our next Capital Markets Day, which will be held on June 10, 2027, we will update our longer-term views to reflect the market and technology dynamics since our last Capital Markets Day," said ASML President and Chief Executive Officer Christophe Fouquet.
In the second quarter, we purchased around €1.1 billion worth of shares under the current 2026-2028 share buyback program.
An interim dividend over 2026 of €1.88 per ordinary share will be made payable on August 5, 2026.
3 Comments on ASML Reports €9.3 Billion Total Net Sales and €2.9 Billion Net Income in Q2 2026
I get more salary, bcuz inflation.
Index big mac = still i cant buy the same amount like in 2019, where my salary was 45% current salary :)
Every company involved in the AI circular investment is propping up something that can't work in the long run.