ASML (ASML NA) Q3 2026 (EUR): Basic EPS 12.95 (exp. 10.68), Revenue 11.66bln (exp. 11.58bln)

New lithography systems sold 113 (prev. 86 Q/Q) Gross margin 57.5% (prev. 54% Q/Q) Net Income 4.96bln (prev. 2.92bln Q/Q) Q4 guidance: Net Sales 14.2-15.2bln (exp. 14bln) Gross margin "around" 57% R&D costs "around EUR 1.2bln FY guidance: Total net sales 44-45bln (exp. 43.6bln, prev. guided 43-45bln) Gross margin "around" 56% CEO: "Our 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." "Now expect that our supply as currently planned for both 2027 and 2028 will not fully meet the demand of our customers." "We are investigating ways to increase capacity for 2028 beyond the 30% increase we previously communicated." Expects to ship 65 low-NA EUV tools systems, +50% Y/Y (prev. guided "around" 65 Low-NA EUV systems). “In light of their demand visibility, some customers are expressing an interest in placing orders with us for 2029 and even 2030.”