ASML Holding NV (ASML) announced its 2026 second‑quarter results today. Total net sales reached €9.3 billion, with a gross margin of 54.0 % and net income of €2.9 billion. These figures exceeded guidance, largely driven by higher than expected Installed Base Management sales.

For Q3 2026, ASML expects total net sales between €11.0 billion and €12.0 billion, and a gross margin of 55–57 %. The company now projects 2026 total net sales of €43–45 billion, with a gross margin of 54–56 %. ASML will update its long‑term outlook at the upcoming Capital Markets Day on June 10 2027.

CEO Christophe Fouquet highlighted that ongoing AI‑related investments and progress in AI technologies are driving demand for advanced Logic and Memory chips. The company plans to add 30 % to its 2026 low‑NA EUV capacity, move toward 65 for 2027, and investigate a further 30 % increase for 2028. Similar expansion is planned for DUV immersion capacity, and ASML will continue expanding its upgrade portfolio. Its order intake remained extremely strong in the first half of the year, giving ASML greater visibility into long‑term demand.

In the second quarter, ASML bought around €1.1 billion of shares under the 2026‑2028 share buyback program. An interim dividend of €1.88 per ordinary share will be paid on August 5 2026.