ASML Holding N.V.
ASML Holding N.V. Q2 FY26 Results — Earnings Call Analysis
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q2 FY26 call signalled
3 of 4 strong
The short version
- ASML expects growth in 2026 with updated revenue guidance narrowed and increased to EUR 36-40 billion, reflecting strong demand driven by AI-related infrastructure investment. - ASML expects continued growth in 2026 driven primarily by AI-related infrastructure investments, increasing demand for advanced logic and memory chips.
From ASML Holding N.V.'s Q2 FY26 earnings-call transcript · updated 29 May 2026.
Revenue & Sales Performance
- ASML expects growth in 2026 with updated revenue guidance narrowed and increased to EUR 36-40 billion, reflecting strong demand driven by AI-related infrastructure investment.
- Orders and capacity expansions are robust, with plans to ship at least 60 low-NA EUV systems in 2026 and at least 80 in 2027, more than doubling EUV capacity from 2025 to 2027.
- Deep UV lithography revenue is also expected to grow, supporting customers' expansion plans alongside EUV.
- Installed base management and upgrade revenue will increase significantly due to expanding EUV installed base and customer demand for performance upgrades.
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Profitability & Margins
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Capital Expenditure Plans
- ASML is executing term investments at a level of EUR 8.4 billion (Page 2).
- They are expanding capacity, planning to increase low-NA EUV system output to at least 60 systems in 2026 and at least 80 systems in 2027 (Pages 2, 6, 14).
- ASML is scaling Deep UV and application products in alignment with this capacity expansion (Page 2).
- The company is also building long lead-time items, including securing land bank and clean room space for future expansion, giving them flexibility to meet customer demand (Page 13).
- Investments include increasing productivity through tool upgrades and developing next-generation tools such as the 3800F and High-NA EUV systems (Pages 6, 7).
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Fundraising & Capital Structure
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Order Book & Pipeline
- ASML’s order intake remains very strong, aligned closely with customer needs.
- Customers' demand is outpacing supply, especially driven by AI-related infrastructure investments.
- For 2026, ASML plans at least 60 low-NA EUV systems output, aiming to increase to at least 80 systems in 2027.
- Production ramp-up is ongoing with quarterly move rate increases for high-performance EUV products.
- The company is scaling Deep UV and application products in alignment with customer demand.
- Customers are aggressively expanding capacity with long-term agreements supporting these investments.
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Continue your research
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Frequently Asked Questions
What were ASML Holding N.V. Q2 FY26 results?
- ASML expects growth in 2026 with updated revenue guidance narrowed and increased to EUR 36-40 billion, reflecting strong demand driven by AI-related infrastructure investment. - ASML expects continued growth in 2026 driven primarily by AI-related infrastructure investments, increasing demand for advanced logic and memory chips.
What is ASML Holding N.V. share price analysis?
ASML Holding N.V. currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 54.3 with a market cap of $618,892. Investors should review the full earnings analysis for detailed insights.
Is ASML Holding N.V. planning capital expenditure?
- ASML is executing term investments at a level of EUR 8.4 billion (Page 2).
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.