XNAS · Technology · Semiconductor Equipment & Materials
ASML is the leader in lithography systems for manufacturing semiconductors with 90% market share. Lithography is the process in which a light source is used to expose circuit patterns from a photo mask onto a semiconductor wafer. Lithography allows chipmakers to increase the number of transistors on the same area of silicon, with lithography historically representing a high portion of the cost of making cutting-edge chips. ASML outsources the manufacturing of most of its parts, acting like an assembler. ASML's largest clients are TSMC, Samsung, Intel, SK Hynix, and Micron.
**High NA EUV** reached a key commercialization milestone with Intel 18A, while Q2 beat estimates at **€9.3B sales** and **54.0% gross margin**. This is a strong, high-quality quarter, and the raised **2026 outlook to €32B–€35B** underscores accelerating demand in semiconductor equipment.
AI-generated summary — powered by BigEarnings.
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-07-15 | Q2 2026 | 7.98 | 8.82 | +10.58% | $10.84B | ✅ Beat | — | — | — |
| 2026-04-15 | Q1 2026 | 7.72 | 8.37 | +8.42% | $10.26B | ✅ Beat | +0.61% | -2.57% | +1.35% |
| 2026-01-28 |
| Q4 2025 |
| 9.01 |
| 8.56 |
| -4.99% |
| $11.31B |
| ❌ Miss |
| +5.43% |
| -5.89% |
| +1.94% |
| 2025-10-15 | Q3 2025 | 6.36 | 6.42 | +0.93% | $8.79B | ✅ Beat | — | — | — |
| 2025-07-16 | Q2 2025 | 5.94 | 6.69 | +12.61% | $8.72B | ✅ Beat | — | — | — |
| 2025-04-16 | Q1 2025 | 6.12 | 6.31 | +3.10% | $8.14B | ✅ Beat | — | — | — |
| 2025-01-29 | Q4 2024 | 6.71 | 7.31 | +8.94% | $9.89B | ✅ Beat | — | — | — |
| 2024-10-15 | Q3 2024 | 5.42 | 5.80 | +7.01% | $8.21B | ✅ Beat | — | — | — |
Showing last 8 quarters.