ASML Holding N.V. (ASML)
The company now
ASML reported record third-quarter 2026 total net sales of €11.7 billion on 14 October 2026, with a gross margin of 57.5 percent and net income of €5.0 billion 1.
The company expects fourth-quarter 2026 total net sales between €14.2 billion and €15.2 billion, and full-year 2026 total net sales between €44 billion and €45 billion 1.
Chief executive Christophe Fouquet said customers keep raising their demand forecasts because of AI-related investment, and that some are interested in placing orders for 2029 and even 2030 1.
He also said supply as currently planned for 2027 and 2028 will not fully meet customer demand, so the company is investigating more capacity for 2028 than the 30 percent increase it communicated before 1.
The open question is how far that capacity can grow, and whether export rules change, because the annual report says export control changes may affect sales volume, mix and timing 6.
As of Oct 30, 2026. Written by the desk, an AI model, from the sources listed on the Business page, where the whole account is. Nothing here is advice.