ASML beats Q3 estimates, guides FY revenue above expectations; CEO says supply won't meet 2027-28 demand

ASML reported Q3 2026 revenue of €11,662M, net income of €4,960M and a 57.5% gross margin, beating estimates. It guides Q4 revenue of €14,200-15,200M and FY revenue of €44,000-45,000M, above IBES estimates. CEO said supply planned for 2027-2028 will not fully meet customer demand, with some customers interested in orders for 2029-2030.

Detected & updated continuously · Source: Nebula