ASML third-quarter sales beat market estimates; gross margin slightly lower

ASML's third-quarter net sales came in above market estimates, while gross margin was slightly below expectations. The company forecast fiscal 2027 sales of €44 billion to €45 billion and cited growing AI demand as one of its drivers. ASML says supply for 2027 and 2028 will fully meet […]

At a glance, ASML's third quarter net sales exceeded market estimates, but the gross profit margin was slightly lower. Russian Ministry of Defense: Ukraine's energy and communication infrastructure was targeted by a massive attack.

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ASML's net sales in the third quarter of 2026 reached 7.46 billion euros, beating estimates of 7.39 billion euros. The company's gross profit margin was 51.6%; A little lower than the estimate of 51.8%. Net income was 2.12 billion euros and net orders were 5.4 billion euros.

The company forecast 2026 fiscal year net sales of 32.4 to 32.5 billion euros. ASML also said it expects FY2027 sales to grow, driven by artificial intelligence demand.

The company announced that the current supply for 2027 and 2028 will not fully meet demand and is considering ways to further increase production capacity in 2028 and beyond; Including increasing the capacity by 30% in 2028. According to the company, customers have shown interest in placing orders for 2029 and 2030.

ASML expects non-EUV business sales to grow by about 20 percent this year, and EUV business sales to grow by more than 45 percent. The company also predicted that China would account for about 20 percent of its total business this year.