Want to see ASML full AI Analyst Report?
Earnings Data
Report Date
Jul 15, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
7.92Last Year’s EPS
6.84Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a strongly positive operational and financial picture: Q1 results beat or were at the high end of guidance (sales, Installed Base, gross margin, net income), management raised and narrowed full-year revenue expectations to EUR 36–40 billion, and technology milestones (1,000W source, throughput improvements) support medium- and long-term capacity. Demand is robust, driven by AI, memory and logic, and non-EUV momentum has improved. Remaining concerns include a slow start to immersion sales, conditionality around ambitious 2027 unit targets, modest near-term margin compression for Q2, and uncertainty from export control discussions. Overall, the positive items outweigh the negatives.Company Guidance
Strong Q1 Financials
Total net sales of EUR 8.8 billion (within guidance); Installed Base revenue of EUR 2.5 billion (a bit above guidance); gross margin of 53% (at the high end of guidance); net income of EUR 2.8 billion.
Raised Full-Year Revenue Outlook
Narrowed and increased full-year 2026 revenue expectation to EUR 36 billion to EUR 40 billion, reflecting stronger demand across EUV and non-EUV businesses.
Installed Base and Aftermarket Strength
Installed Base business performed above expectations (EUR 2.5 billion included in Q1 sales) and delivered strong gross margins, contributing materially to overall margin strength.
EUV Capacity and Production Plans
Plan to drive output of at least 60 Low NA EUV systems in 2026 and target at least 80 Low NA EUV units in 2027 if customer demand supports it (planned increase of ~33% from 60 to 80 units).
Improved Throughput on EUV Tools
NXE:3800E throughput increased from 220 to 230 wafers/hour (+4.5%); NXE:3800F spec increased from 250 to 260 wafers/hour (+4%), improving short- and medium-term capacity.
Breakthrough 1,000-Watt Source Demonstration
Demonstrated a 1,000-watt source which supports extendibility of Low NA EUV and targets running a tool at ~330 wafers/hour by 2031, underpinning longer-term capacity expansion.
Broad-Based Demand Driven by AI and Memory/Logic
Management reports solidified semiconductor industry growth driven by AI infrastructure; customers (memory and advanced logic) are sold out for 2026 and increasing capex, driving higher lithography intensity and long-term commitments.
Non-EUV Business Re-acceleration
Non-EUV (immersion, dry and application) now expected to increase versus prior expectation of being flat, supporting higher overall revenue.
ASML Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ASML Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 15, 2026 | $1515.49 | $1479.02 | -2.41% |
Jan 28, 2026 | $1450.25 | $1418.67 | -2.18% |
Oct 15, 2025 | $978.77 | $1005.28 | +2.71% |
Jul 16, 2025 | $817.57 | $749.45 | -8.33% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Asml Holding N.V. (ASML) report earnings?
Asml Holding N.V. (ASML) is schdueled to report earning on Jul 15, 2026, Before Open (Confirmed).
What is Asml Holding N.V. (ASML) earnings time?
Asml Holding N.V. (ASML) earnings time is at Jul 15, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ASML EPS forecast?
ASML EPS forecast for the fiscal quarter 2026 (Q2) is 7.92.
