ASML is scheduled to announce its third-quarter 2026 results on 14 October, with revenue consensus at approximately €11.6 billion, up about 55% year on year. Its growth momentum will be tested against the backdrop of rising AI demand.
ASML Holding, the world's largest supplier of semiconductor lithography equipment, is set to announce its third-quarter 2026 results. The company raised its full-year outlook as of July, but the extent to which it can expand production capacity amid a surge in AI-related demand is the key focus.
Market consensus calls for third-quarter revenue of approximately €11.62 billion, up about 55% year on year and approximately 25% from the previous quarter. Gross margin is expected to be about 55.7%, and net income is forecast at approximately €4.09 billion, which is expected to be slightly different from the upper end of its previous guidance.
The company has announced plans to expand Low-NA EUV production capacity through 2027, from approximately 65 units in 2026 to approximately 85 units in 2027, with the possibility of a further increase to approximately 110 units in 2028. These figures may vary depending on order conditions and the supply chain's ability to respond.
Demand trends for memory-related equipment are also cited as an important factor. One view is that increased DRAM production capacity and demand for advanced lithography equipment could support ASML's revenue growth.