ASML Holding N.V. (ASML) Announced Q1 2026 Earnings on April 15, 2026, Reporting "total net sales were EUR 8.8 billion"

For the first quarter of 2026, ASML reported that "total net sales were EUR 8.8 billion" and "gross margin for the quarter was at the high end of our guidance at 53%". The company stated that "net income in Q1 was EUR 2.8 billion" resulting in "earnings per share of EUR 7.15" for the quarter.

Quarterly net system sales were EUR 6.3 billion, which included over EUR 4.1 billion from EUV systems and over EUR 2.1 billion from non-EUV systems.

Management highlighted that "the growth outlook for the semiconductor industry continues to solidify, driven primarily by AI-related infrastructure investment". To address capacity constraints across end markets, ASML noted they are "executing on an output plan of at least 60 low-NA EUV system" for 2026 and "raising low-NA EUV capacity to at least 80 systems next year". In product developments, ASML shared that their "High-NA platform has now processed over 0.5 million wafers and achieved over 80% availability". The company also announced that for the NXE:3800F system, they "have raised the wafer per hour specification from 250 wafers to 260 wafers per hours" with plans to begin shipping in 2027.

Providing forward guidance, management stated they expect second quarter 2026 "total net sales to be between EUR 8.4 billion and EUR 9 billion" with a "gross margin for Q2 is expected to be between 51% and 52%". For the full year 2026, ASML updated its guidance by "both narrowing and increasing the expected revenue range to between EUR 36 billion and EUR 40 billion while maintaining our expectation of a gross margin between 51% and 53%".