The Zhitong Finance App learned that Dutch lithography equipment leader ASML.US (ASML.US) released financial results for the third quarter of 2026 on Wednesday. Total net sales for the quarter were 11.662 billion euros, up 55.2 percent year on year and 25.0% month on month, slightly lower than market expectations of 11.735 billion euros. Net profit of 4.960 billion euros, up 133.4% year over year, significantly higher than market expectations of 4.165 billion euros; gross profit margin of 57.5%, basic earnings per share of 12.95 euros, compared to 5.49 euros in the same period last year.
Installed infrastructure management sales (including net service and upgrade plans) reached 3.289 billion euros, which is the core driver for this quarter's gross margin exceeding expectations. New lithography systems sold 113 units this season, a significant increase from 86 units in the previous quarter; used lithography systems sold 8 units.
Asmack expects net sales of 14.2 billion to 15.2 billion euros for the fourth quarter, with a gross margin of about 57%. The median revenue guidance for the fourth quarter was €14.7 billion, higher than the market's previous estimate of €14.189 billion. The full-year revenue guidance narrowed from the previous 43 billion to 45 billion euros and moved upward to 44 billion to 45 billion euros, and the annual gross margin guide was raised from 54%-56% to about 56%.
CEO Christophe Fouquet said in the financial report that customers are continuing to raise their short-term and medium-term equipment demand forecasts, and some customers have already expressed their intention to order equipment for 2029 and even 2030. At the same time, the company pointed out that according to the current production capacity plan, the 2027 and 2028 supply is not expected to fully meet customer needs, and it is studying to further expand production capacity in 2028.