ASML reported second-quarter 2026 net sales of €9.3 billion, net income of €2.9 billion, and a gross margin of 54.0%, according to a post by P Equity Research on X citing the company’s latest earnings release. The figures were all above the company’s earlier guidance, with the outperformance mainly attributed to stronger-than-expected sales from its Installed Base Management business. CEO Christophe Fouquet said continued investment in artificial intelligence and progress in AI technologies are driving demand for advanced logic and memory chips, while customers are accelerating capacity expansion plans. He also said order demand remained strong in the first half of the year. Based on expected market demand growth, ASML plans to lift output of its low numerical aperture, or Low NA, EUV lithography systems by about 30% in 2027 from a 2026 base of roughly 65 units, and is studying another roughly 30% increase in 2028. The company also plans to expand capacity for DUV immersion lithography systems. For full-year 2026, ASML expects net sales of €43 billion to €45 billion and a gross margin of 54% to 56%.
ASML reported second-quarter 2026 net sales of €9.3 billion, net income of €2.9 billion, and a gross margin of 54.0%, according to a post by P Equity Research on X that cited the company’s latest earnings release. The company said all three figures came in above its earlier guidance.
ASML attributed the stronger result mainly to better-than-expected sales in its Installed Base Management business.
AI demand remains a key driver
CEO Christophe Fouquet said continued investment in artificial intelligence and ongoing advances in AI technology are driving demand for advanced logic chips and memory chips. He added that customers are accelerating capacity expansion plans and that order demand remained strong in the first half of the year.
Capacity expansion plans and full-year outlook
Based on expected market demand growth, ASML plans to raise output of its low numerical aperture, or Low NA, EUV lithography systems by about 30% in 2027 from a 2026 base of around 65 units. The company is also studying a further increase of about 30% in 2028.
ASML said it also plans to expand capacity for DUV immersion lithography systems.
For full-year 2026, the company expects net sales of €43 billion to €45 billion, with gross margin held at 54% to 56%.
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