Earnings call briefThird-quarter 2026

ASML Holding expects Q4 net sales of €14.2 billion to €15.2 billion

The company also said it is looking into expanding 2028 capacity growth above the 30% year-on-year growth target it discussed last quarter.

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On its third-quarter call, ASML Holding said it expects fourth-quarter gross margin of around 57% and installed base management sales of around €3.7 billion.

It also said it anticipates output of roughly 65 low-NA EUV systems in 2026, nearly 50% more than the 44 shipped last year. CFO Roger J. Dassen said current planned output for 2027 and 2028 will not fully meet customer demand.

Quotes from the call

“We expect Q4 total net sales to be between €14.2 billion and €15.2 billion with a gross margin of around 57%.”

Roger J. Dassen, CFO

Key facts from the call

Expected Q4 total net sales
€14.2 billion to €15.2 billion
Expected Q4 gross margin
around 57%
Expected Q4 installed base management sales
around €3.7 billion
Expected 2026 low-NA EUV output
roughly 65 systems

All ASML call briefs

Source: ASML Holding's third-quarter 2026 earnings call, October 14, 2026.

Written by GetSignal with AI from the company's earnings call.

Not investment advice.

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