On October 14, 2026, ASML published its third-quarter 2026 results, filed with the SEC as a Form 6-K exhibit. Total net sales were a record 11,662 million euros, up from 9,326 million in Q2, with a gross margin of 57.5 percent and net income of 4,960 million euros. ASML sold 113 new lithography systems in the quarter, up from 86, plus 8 used systems. Installed Base Management sales (service and upgrades) were 3,289 million euros, above guidance.
CEO Christophe Fouquet said customers “continue to increase their short- and medium-term equipment demand forecasts with us, driven primarily by their views on the size and duration of AI-related investments,” and that some customers are interested in placing orders for 2029 and even 2030. ASML now expects its planned supply for both 2027 and 2028 “will not fully meet the demand of our customers,” and is investigating ways to raise 2028 capacity beyond the 30 percent increase it had previously communicated.
ASML guided fourth-quarter 2026 net sales to between 14.2 and 15.2 billion euros with a gross margin around 57 percent, and full-year 2026 net sales to between 44 and 45 billion euros with a gross margin around 56 percent. It bought back about 4.1 billion euros of shares in the quarter.
Why it matters: ASML is the sole supplier of EUV lithography, the bottleneck tool for leading-edge AI chips. When the company two steps upstream of the GPU says it cannot build enough machines for 2027 and 2028, AI demand is shaping capacity plans years ahead of the chips themselves.
What it does not show: the release gives no bookings figure, and the demand comments describe customer forecasts, not firm orders. Interest in 2029-2030 orders is not a commitment and can be revised if AI spending slows.