ASML posts record Q3 sales, raises 2026 outlook on AI demand

AI-generated briefing · First published

ASML reported record Q3 sales of 11.66 billion euros and raised its 2026 revenue forecast to 44-45 billion euros on strong AI-driven demand.

ASML reported record third-quarter net sales of 11.66 billion euros and net profit of 5 billion euros, with a 57.5% gross margin. The company raised its 2026 revenue outlook for the third time this year to 44-45 billion euros, citing sustained AI infrastructure spending by chipmakers. [1] [2] [3] [4]

ASML expects fourth-quarter sales of 14.2-15.2 billion euros and said demand for its equipment now extends into 2029-2030, with 2027-2028 supply unable to fully meet customer needs. [1] [2] [4]

Sources

  1. 光刻机巨头 ASML 阿斯麦第三季度营收 116.6 亿欧元创新高：净利润 50 亿欧元，需求排到 2030 年

    ITHome · · Summary only

  2. 阿斯麦预计第四季度销售额142亿至152亿欧元，全年销售额440亿至450亿欧元

    Sina Finance · · Full text

  3. Chip-Machine Supplier ASML Boosts Guidance for Third Time On Surging AI Demand

    WSJ Business · · Summary only

  4. 阿斯麦上调2026年营收展望 AI投资热潮继续提振光刻机需求

    Sina Finance · · Full text

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