ASML (ASML NA) - Q2 2026 (EUR): EPS 7.59 (exp. 6.97bln), Revenue 9.33bln (exp. 8.80bln, guided 8.4-9.0bln, prev. 7.69bln Y/Y), Gross Profit Margin 54% (exp. 52%, guided 51-52%, prev. 53.7% Y/Y), Net Income 2.92bln (exp. 2.62bln)

Other metrics:Net Profit 2.92bln (exp. 2.63bln).Guidance (EUR): Raises FY revenue outlook to between 43-45bln (exp. 39.4bln, prev. guided 36-40bln) Raises FY gross margin to between 54-56% (prev. guided 51-53%). Q3 Revenue between 11-12bln (exp. 10.4bln). CEO: AI -related investments and continued progress in AI technologies are driving demand. Customers continue to accelerate their capacity expansion plans. Order intake remained extremely strong in H1. Planning to add 30% to our 2026 NA EUV capacity of around 65 for 2027 and investigating to increase capacity by another 30% in 2028. Planning to add 30% to our 2026 DUB Immersion Capacity of around 130 for 2027 and investigating to increase capacity with another 30% in 2028. The end market demand has motivated customers to increase capex but also accelerate all their plans. We expect to continue to return significant amounts of cash to shareholders through growing dividends and share buybacks.  Announcements:Enters high-volume production of Intel 18A logic products using High NA EUV.