NASDAQ$ASML

ASML Holding NV · Q2 2026 earnings

Q2 2026 earnings · · Investor relations

Briefing

ASML reported €9.3 billion in total net sales and €2.9 billion in net income for Q2 2026.

ASML Holding NV delivered strong Q2 2026 results with total net sales of €9.3 billion, up from €8.8 billion in Q1, and a gross margin of 54.0%. Net income reached €2.9 billion with basic EPS of €7.59. The company sold 86 new lithography systems and saw robust Installed Base Management sales of €2.8 billion.

  • Q2 total net sales €9.3 billion (€9,326 million) with 54.0% gross margin
  • Net income €2.9 billion (€2,918 million); basic EPS €7.59
  • 86 new lithography systems sold; Installed Base Management sales €2.8 billion
  • Raised full-year 2026 outlook to €43-45 billion net sales at 54-56% gross margin

Headline financials

Total Revenue

€9.33B

Previous: €7.69B+21.2%
EPS (adj)

€7.59

Previous: €5.90+28.6%
New lithography systems sold

86

No prior period
Net Income

€2.92B

Previous: €2.29B+27.4%
Gross Profit

€5.04B

Previous: €4.13B+21.9%
Cash & Equivalents

€7.58B

Previous: €7.25B+4.6%

Revenue & EPS history

ASML · Revenue · Quarterly

€9.33B

Q2 2026+21.2%vs Q2 2025
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

ASML · €2.76B total across 1 segment · Q2 2026

  • Installed Base Management sales
    €2.76B

Forward guidance

ASML raised its 2026 outlook and provided Q3 guidance.

Tailwinds

  • Q3 2026 net sales expected €11.0-12.0 billion at 55-57% gross margin
  • Full year 2026 net sales now guided to €43-45 billion at 54-56% gross margin
  • Strong order intake and AI-driven demand providing visibility

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-0.0%

Avg return

Earnings day

+0.3%

Avg return

5 days after

+2.2%

Avg return

30 days after

51%

35 / 68 earnings

Positive

+11.7%

Q4 2023

Best reaction

-21.6%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026-3.1%-4.1%+13.2%
Q4 2025-2.2%-5.0%-13.0%
Q3 2025+3.0%+6.0%+2.4%
Q2 2025-8.3%-12.6%-9.8%
Q1 2025-7.1%-8.6%+9.5%
Q4 2024+4.3%+7.0%+3.8%
Q3 2024-21.6%-17.1%-20.6%
Q2 2024-13.5%-11.9%-14.0%
Q1 2024-9.0%-10.7%-5.3%
Q4 2023+11.7%+13.4%+19.9%
Q3 2023-3.4%-3.4%+12.7%
Q2 2023-10.7%-9.6%-13.4%
Q1 2023-1.5%-2.5%+7.9%
Q4 2022+2.1%-2.9%-7.7%
Q3 2022+9.6%+18.5%+48.7%
Q2 2022+8.8%+8.1%+9.4%
Q1 2022+0.5%-2.8%-13.7%
Q4 2021-1.2%-3.9%-9.4%
Q3 2021-1.7%-1.6%+7.0%
Q2 2021+6.7%+10.2%+15.2%
Q1 2021+4.9%+8.7%+3.6%
Q4 2020+3.9%+3.3%+8.2%
Q3 2020-4.6%-4.9%+3.6%
Q2 2020-2.9%-1.3%-6.5%
Q1 2020+1.2%+0.9%+1.2%
Q4 2019-1.4%-4.7%+2.5%
Q3 2019-5.2%-2.7%+2.8%
Q2 2019+10.6%+11.1%+3.8%
Q1 2019+1.1%+0.9%-1.2%
Q4 2018+5.9%+9.2%+15.9%
Q3 2018-2.9%-3.0%-7.0%
Q2 2018+5.3%+8.0%-3.4%
Q1 2018-8.3%-10.1%-7.2%
Q4 2017+9.1%+10.3%+3.1%
Q3 2017-0.2%+1.0%+2.3%
Q2 2017+7.4%+7.3%+6.3%
Q1 2017-0.5%+2.2%+3.2%
Q4 2016+5.1%+5.4%+9.5%
Q3 2016+1.2%+2.9%+2.2%
Q2 2016-0.1%+0.8%+1.0%
Q1 2016-3.9%
Q4 2015+8.8%
Q3 2015+1.4%
Q2 2015-2.6%
Q1 2015-4.9%
Q4 2014+3.7%
Q3 2014-2.9%
Q2 2014+2.5%
Q1 2014+1.9%
Q4 2013+1.4%
Q3 2013+2.5%
Q2 2013-0.9%
Q1 2013-1.3%
Q4 2012+8.4%
Q3 2012-0.5%
Q2 2012+1.5%
Q1 2012+1.2%
Q4 2011+0.9%
Q3 2011-7.1%
Q2 2011+3.7%
Q1 2011-0.1%
Q4 2010-6.4%
Q4 2008-6.4%
Q3 2010-1.9%
Q2 2010+0.7%
Q1 2010+1.4%
Q4 2007+2.7%
Q4 2009+2.7%

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