ASML reports record Q3 sales, raises FY‑2026 outlook and announces share buyback and dividend
+1 new source since this summary was written
ASML Holding posted Q3 2026 net sales of €11.7 billion and net income of €5.0 billion, with a gross margin of 57.5%. The company guided FY 2026 total net sales to €44‑45 billion and Q4 2026 sales to €14.2‑15.2 billion, both above analyst expectations. It also announced a €4.1 billion share repurchase and a €1.88 per‑share interim dividend. Management said supply in 2027‑2028 may not meet strong AI‑driven demand and that capacity expansions are under review.
Why it matters
The raised sales guidance expands the revenue outlook for the year, which could affect valuation models and target prices (the company’s own guidance). The share buyback and dividend increase cash returns to shareholders, potentially supporting the stock price despite a modest post‑earnings dip.
Key facts
- 1Q3 2026 net sales were €11.7 billion. stocktitan.net
- 2Q3 2026 gross margin was 57.5%. stocktitan.net
- 3Q3 2026 net income was €5.0 billion. stocktitan.net
- 4FY 2026 total net sales are guided to €44‑45 billion, with an expected gross margin around 56%. stocktitan.net
- 5Q4 2026 net sales are guided to €14.2‑15.2 billion, with a gross margin of about 57%. stocktitan.net
- 6The company repurchased approximately €4.1 billion of shares under its 2026‑2028 buyback program. tradingview.com
Summary written by AlphAI AI Desk from 20 of 29 sources. Not investment advice. Figures are as stated by the linked sources.