company · Semi Equipment & EDA
ASMLASML
Monopoly supplier of EUV lithography — the machines without which no leading-edge AI chip exists. Its order book is the longest-dated signal in the entire supply chain, and its export restrictions to China are industrial policy made physical.
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Earnings
| Date | Period | EPS est | Actual | Surprise | Links |
|---|---|---|---|---|---|
| Jul 15, 2026 | Jun/2026 | $7.98 | $8.81 | +10.4% |
Full calendar across tracked entities: /calendar
Claims on record
ASML stated it was close to being fully covered with orders for its low NA EUV equipment.
UNVERIFIED · Wccftech · Jul 16, 2026
ASML plans to increase its low numerical aperture (NA) EUV machine production capacity by 30%.
UNVERIFIED · Wccftech · Jul 16, 2026
The ASML TWINSCAN EXE:5200B builds on the TWINSCAN EXE:5000 with increased output, overlay accuracy, and an improved light source.
UNVERIFIED · TechPowerUp
ASML reported net income of €2.9 billion in Q2 2026
UNVERIFIED · TechPowerUp
ASML expects Q3 2026 total net sales between €11.0 billion and €12.0 billion
UNVERIFIED · TechPowerUp
ASML expects a Q3 2026 gross margin between 55% and 57%
UNVERIFIED · TechPowerUp
ASML expects 2026 full-year total net sales between €43 billion and €45 billion
UNVERIFIED · TechPowerUp
ASML plans to add 30% to its 2026 low NA EUV capacity of around 65 for 2027
UNVERIFIED · TechPowerUp
ASML expects R&D costs of around €1.2 billion and SG&A costs of around €0.4 billion in Q3 2026
UNVERIFIED · TechPowerUp
ASML purchased around €1.1 billion worth of shares in Q2 2026 under its 2026-2028 share buyback program
UNVERIFIED · TechPowerUp
ASML will pay an interim dividend over 2026 of €1.88 per ordinary share on August 5, 2026
UNVERIFIED · TechPowerUp
ASML will hold its next Capital Markets Day on June 10, 2027
UNVERIFIED · TechPowerUp
ASML plans to add 30% to its 2026 DUV immersion capacity of around 130 for 2027
UNVERIFIED · TechPowerUp
ASML reported total net sales of €9.3 billion in Q2 2026
UNVERIFIED · TechPowerUp
ASML reported a gross margin of 54.0% in Q2 2026
UNVERIFIED · TechPowerUp
ASML raised its 2026 outlook on the Wednesday preceding TSMC's earnings.
UNVERIFIED · Tom's Hardware · Jul 16, 2026