ASML reports €11.7 billion total net sales and €5.0 billion net income in Q3 2026
The chip-equipment maker raised its full-year sales outlook and said customer demand could exceed planned supply in 2027 and 2028.
TL;DR
- ASML reported €11.7 billion in Q3 2026 net sales and €5.0 billion in net income.
- The company expects Q4 sales of €14.2 billion to €15.2 billion and full-year sales of €44 billion to €45 billion.
- ASML said planned supply will not fully meet customer demand in 2027 and 2028, while interest in orders extends as far as 2030.
ASML reported €11.7 billion in total net sales and €5.0 billion in net income for Q3 2026, with a gross margin of 57.5%. The company’s release said the results reflected a ramp-up and stronger installed-base services demand. [1] [1]
The company forecast Q4 sales of €14.2 billion to €15.2 billion and full-year 2026 sales of €44 billion to €45 billion. Those are company outlook figures, not completed results. [1, 2] [1] [2]
ASML said customers were discussing orders for 2029 and 2030 and that planned supply for 2027 and 2028 would not fully meet expected demand. Reuters and CNBC attributed that capacity pressure primarily to AI-related chip demand. [1, 2, 3] [1] [2] [3]
The company said it was looking at ways to increase capacity, but the release does not promise a particular expansion schedule or confirm that customer interest in distant-year orders will become firm orders. Execution, future demand and conversion of interest into contracts remain open. [1, 2] [1] [2]
Why it matters
ASML’s results and order visibility provide a direct read-through to semiconductor manufacturing investment tied to AI demand. The gap between expected chip-tool demand and planned supply may constrain customer expansion, but the 2029–2030 interest is not equivalent to booked orders.
Editor's note
Headline and financial figures follow ASML’s release. Customer interest in 2029–2030 is not reported as firm orders; forecasts remain forward-looking.