ASML Earnings: Full-Year Outlook Raised as AI Boosts Demand at Chipmakers

What happened

ASML reported Q2 2026 results on July 15, 2026: total net sales of €9.3 billion and net income of €2.9 billion — above its own guidance range. The company raised its full-year revenue outlook for the second time in 2026.

Context and impact

ASML is the sole manufacturer of EUV lithography machines required for sub-7nm chip production. The second outlook raise confirms accelerating AI-driven investment across TSMC, Samsung, and Intel Foundry. Installed base business beat guidance by €300 million, with customers seeking software-led productivity upgrades.

Details

• Q2 net sales: €9.3B (guidance: €8.8–9.2B)
• Q2 net income: €2.9B
• New full-year outlook: €43–45B (prior: €36–40B)
• Gross margin guidance: 54–56% for full year
• Capacity expansion: +30% per year in both 2027 and 2028
• Installed base business beat guidance by €300 million