ASML Holding N.V. (ASML) SEC Filings & Earnings Calls
EquiReason read 8 ASML Holding N.V. SEC filings in the last 12 months. Latest: 6-K on 2026-10-14 — ASML reports record Q3 2026 total net sales of €11.7B (high end of guidance), gross margin 57.5% above guidance, net income €5.0B. FY2026 guidance raised to €44-45B revenue, ~56% g.
Source: SEC EDGAR filings · read by EquiReason
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- Next earnings
- 14 Oct, in -10 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
14 Oct 20266-KASML reports record Q3 2026 total net sales of €11.7B (high end of guidance), gross margin 57.5% above guidance, net income €5.0B. FY2026 guidance raised to €44-45B revenue, ~56% gross margin. Strong AI-driven demand, capacity expansion forearningsopen
Figures in the filing · each found in the filing text
| Total net sales · Q3-2026 | $11.66B | |
| Gross margin · Q3-2026 | 57.5% | |
| Net income · Q3-2026 | $4.96B | +70% y/y |
| EPS (basic) · Q3-2026 | $12.95 | +71% y/y |
| Installed Base Management sales · Q3-2026 | $3.29B | +19% y/y |
| New lithography systems sold (units) · Q3-2026 | 113 | +31% y/y |
| Used lithography systems sold (units) · Q3-2026 | 8 | +60% y/y |
| End-quarter cash and cash equivalents and short-term investments · Q3-2026 | $12.73B | +68% y/y |
Guidance
FY2026 total net sales expected to be between €44B and €45B (from prior guidance not explicitly stated but implied higher); Q4 2026 total net sales between €14.2B and €15.2B; Q4 gross margin around 57%; FY2026 gross margin around 56%
ASML raised FY2026 revenue guidance to €44-45B (from prior implied lower), with strong Q3 results and accelerating AI-driven demand. Margin expansion driven by productivity upgrades. Capacity expansion plans for 2027-2028.
Risks flagged
Supply capacity may not fully meet customer demand for 2027-2028, risking revenue if capacity expansion falls short
“we now expect that our supply as currently planned for both 2027 and 2028 will not fully meet the demand of our customers” · word for word
15 Jul 20266-KASML reports Q2 2026 net sales €9.3B (above guidance), net income €2.9B, raises FY2026 outlook: total net sales €43-45B (from prior), gross margin 54-56%. Strong AI-driven demand, capacity expansion plans.open
Figures in the filing · each found in the filing text
| Total net sales · Q2-2026 | $9.33B | |
| Gross margin · Q2-2026 | 54.0% | |
| EPS (basic) · Q2-2026 | $7.59 | |
| Installed Base Management sales · Q2-2026 | $2.76B | |
| New lithography systems sold (units) · Q2-2026 | 86 | |
| Used lithography systems sold (units) · Q2-2026 | 5 | |
| Cash and cash equivalents and short-term investments · Q2-2026 | $7.58B |
Guidance
FY2026 net sales guidance raised from €36-40B to €43-45B; gross margin from 51-53% to 54-56%
FY2026 guidance raised significantly; Q2 results above guidance; strong demand from AI and capacity expansion; capacity investments increased
Risks flagged
Export control risks; potential impact from ongoing discussions
“We expect that the bandwidth in our 2026 guidance accommodates potential outcomes of ongoing discussions around export controls”
23 Apr 20266-KASML discloses 2026 AGM results: adoption of financial statements, dividend of €7.50 per share, board appointments, and share repurchase authorization. No material financial or operational event.open
Figures in the filing · each found in the filing text
| Total dividend for 2025 · FY2025 | $7.50 |
15 Apr 20266-KASML Q1 2026 net sales €8.8B, net income €2.8B. Raises 2026 guidance to €36-40B (from prior) with gross margin 51-53%. Strong AI-driven demand, order intake very strong.open
Figures in the filing · each found in the filing text
| Total net sales · Q1-2026 | $8.77B | |
| Gross margin · Q1-2026 | 53.0% | |
| EPS (basic) · Q1-2026 | $7.15 | |
| Installed Base Management sales · Q1-2026 | $2.49B | |
| New lithography systems sold (units) · Q1-2026 | 67 | |
| Used lithography systems sold (units) · Q1-2026 | 12 | |
| Cash and cash equivalents and short-term investments · Q1-2026 | $8.38B |
Guidance
FY2026 net sales guidance raised from €34-39B to €36-40B; gross margin unchanged at 51-53%
FY2026 guidance raised; Q1 results within guidance; strong demand from AI; order intake very strong
Risks flagged
Export control risks; potential impact from ongoing discussions
“We expect that the bandwidth in our 2026 guidance accommodates potential outcomes of ongoing discussions around export controls” · word for word
25 Feb 20266-KASML files 2025 Annual Report (Form 20-F equivalent) with full-year financials: net sales €32.7bn, gross margin 52.8%, R&D €4.7bn. No new guidance or material event; routine annual disclosure.open
Figures in the filing · each found in the filing text
| Total net sales · FY2025 | $32.70B | |
| Gross margin · FY2025 | 52.8% | |
| Net income · FY2025 | $9.60B | |
| Research & Development · FY2025 | $4.70B | |
| New lithography systems sold (units) · FY2025 | 535 | |
| Customer satisfaction survey score · FY2025 | 88.0% | |
| Total number of suppliers · FY2025 | 5,100 | |
| Returned to shareholders · FY2025 | $8.50B | |
| Total employees (FTEs) · FY2025 | 44,000 | |
| Women in workforce (headcount) · FY2025 | 21.0% |
28 Jan 20266-KFY2025 record revenue €32.7B (+16% YoY), net income €9.6B (+27% YoY). Q4 net bookings €13.2B (record). FY2026 guidance: revenue €34-39B (vs €32.7B), gross margin 51-53%. New €12B buyback program. AI-driven demand surge.open
Figures in the filing · each found in the filing text
| Total net sales · FY2025 | $32.70B | +16% y/y |
| Gross margin · FY2025 | 52.8% | |
| Net income · FY2025 | $9.60B | +27% y/y |
| EPS (basic; in euros) · FY2025 | $24.73 | +29% y/y |
| Installed Base Management sales · FY2025 | $8.19B | +26% y/y |
| New lithography systems sold (units) · FY2025 | 300 | -21% y/y |
| Used lithography systems sold (units) · FY2025 | 27 | -29% y/y |
| Net bookings · FY2025 | $28.04B | +48% y/y |
| Backlog · FY2025 | $38.80B | |
| End-quarter cash and cash equivalents and short-term investments · Q4-2025 | $13.32B |
Guidance
FY2026 revenue guidance €34-39B (midpoint €36.5B, +11.7% vs FY2025 €32.7B); gross margin 51-53%
ASML raised FY2026 guidance with revenue growth driven by EUV and AI demand; gross margin stable; record backlog and bookings; new €12B buyback program.
Risks flagged
Dependence on AI-related demand sustainability; any slowdown could impact order intake.
“primarily based on more robust expectations of the sustainability of AI-related demand” · word for word
Restructuring/streamlining of Technology and IT organizations may cause short-term disruption.
“ASML intends to strengthen its focus on engineering and innovation ... streamlining of the Technology and the IT organizations” · word for word
ASML Holding N.V. — questions
- What did ASML Holding N.V. file recently?
- 8 SEC filings in the last 12 months. Latest: 6-K on 2026-10-14 — ASML reports record Q3 2026 total net sales of €11.7B (high end of guidance), gross margin 57.5% above guidance, net income €5.0B. FY2026 guidance raised to €44-45B revenue, ~56% gross margin. Strong AI-driven demand, capacity expansion for
Every figure on this page comes from ASML Holding N.V.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.