ASML HOLDING NV Earnings Summary — Q1 2026
ASML Delivers Robust Revenue Growth and Significant Net Income Expansion in Q1 2026
Key Takeaways
- ASML reported a strong start to 2026 with year-over-year revenue growth of 13.25%, reaching €8,767 million.
- Net income to common shareholders grew 17.06% year-over-year to €2,757 million, demonstrating high profitability.
- The company continues its share reduction program, with shares outstanding down 2.0% compared to Q1 2025.
- Operating income margins improved both YoY and QoQ, reaching over 36% despite a slight sequential revenue decline.
- R&D investment remains high at €1,185 million, supporting the transition to High-NA EUV lithography.
- Gross margins remain resilient at 52.9%, reflecting the company's significant pricing power and technological monopoly.
Management Guidance
Management emphasizes long-term roadmaps for EUV and High-NA EUV, focusing on 'open innovation' and multi-year backlogs despite industry cyclicality.
Sentiment Shift
Improving
Outlook
ASML remains the lynchpin of the semiconductor supply chain with a unique asset position in EUV. The shift toward AI-driven chip demand and specialized software upgrades provides a long-term stabilizer against macro volatility.
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This summary is AI-generated from ASML HOLDING NV's latest annual report and public disclosures. It is for informational purposes only and is not investment advice.