Slide 1: ASML 2026 third-quarter results
ASML 2026 third-quarter results Veldhoven, the Netherlands October 14, 2026 ASML reports €11.7 billion total net sales and €5.0 billion net income in Q3 2026 Full-year 2026 total net sales expected to be between €44 billion and €45 billion, with a gross margin around 56% Exhibit 99.2
Slide 2: Agenda
Page 2October 14, 2026 Public • Investor key messages • Business summary • Outlook • Financial statements Agenda
Slide 3: Investor key messages
Page 3October 14, 2026 Investor key messages
Slide 4: Investor key messages
Page 4October 14, 2026 Public Investor key messages • The semiconductor industry remains strong, driven by artificial intelligence adoption across an expanding applications space • The industry will require major innovations to address AI power consumption and cost challenges • Our customers remain
Slide 5: Business summary
Page 5October 14, 2026 Business summary
Slide 6: ASML and TSMC announce initiative for 12" photomasks for High NA EUV
Page 6October 14, 2026 Public ASML and TSMC announce initiative to pioneer industry transition to 12” photomasks for High NA EUV Enabling >40% productivity increase for a dual mask exposure >40%
Slide 7: Shipped YieldStar 550: next generation overlay metrology system
Page 7October 14, 2026 Public Shipped YieldStar 550: next generation overlay metrology system Supporting advanced Logic and Memory process nodes
Slide 8: Q3 results summary
Page 8October 14, 2026 Public 1 Installed Base Management sales equals our net service and field option sales. 2 Income from operations as a percentage of total net sales. Q3 results summary Numbers are presented in billions for readability; therefore, rounding variances may exist Q3 2026 Total net
Slide 9: Net system sales breakdown (quarterly)
Page 9October 14, 2026 Public Net system sales breakdown (quarterly) Q3 2026 Net system sales €8.4 billion Q2 2026 Net system sales €6.6 billion
Slide 10: Total net sales by End-use through Q3
Page 10October 14, 2026 Public Logic Memory Installed Base Management1 1 Installed Base Management sales equals our net service and field option sales. Total net sales by End-use through Q3
Slide 11: Cash return to shareholders
Page 11October 14, 2026 Public • In Q3 2026, ASML paid an interim dividend of €1.88 per ordinary share • The second quarterly interim dividend over 2026 will be €1.88 per ordinary share and will be made payable on November 4, 2026 • In Q3 2026 we purchased around 2.8 million shares for a total amoun
Slide 12: Outlook
Page 12October 14, 2026 Outlook
Slide 13: Outlook
Page 13October 14, 2026 Public Outlook Q4 2026 Total net sales between €14.2 billion and €15.2 billion of which Installed Base Management1 sales around €3.7 billion Gross margin around 57% R&D costs around €1.2 billion SG&A costs around €0.4 billion FY 2026 Total net sales between €44 billion and €4
Slide 14: Financial statements
Page 14October 14, 2026 Financial statements
Slide 15: Consolidated statements of operations
Page 15October 14, 2026 Public Consolidated statements of operations Quarter on quarter (in millions €, except otherwise indicated) Q3 2025 Q4 2025 Q1 2026 Q2 2026 Q3 2026 Total net sales 7,516 9,718 8,767 9,326 11,662 Gross profit 3,880 5,068 4,645 5,035 6,700 Gross margin % 51.6 52.2 53.0 54.0 57.
Slide 16: Consolidated statements of cash flows
Page 16October 14, 2026 Public Consolidated statements of cash flows Quarter on quarter (in millions €) Q3 2025 Q4 2025 Q1 2026 Q2 2026 Q3 2026 Cash and cash equivalents, beginning of period 7,243 5,126 12,916 7,970 6,672 Net cash provided by (used in) operating activities 559 11,410 (2,186) 1,703 1
Slide 17: Consolidated balance sheets
Page 17October 14, 2026 Public Consolidated balance sheets Quarter end (in millions €) Q3 2025 Q4 2025 Q1 2026 Q2 2026 Q3 2026 Assets Cash & cash equivalents and short-term investments 5,128 13,322 8,376 7,582 12,735 Accounts receivable and finance receivables, net 6,030 3,649 5,232 7,813 9,928 Cont
Slide 18: Forward-looking statements
Page 18October 14, 2026 Public This document and related discussions contain statements that are forward-looking within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, including statements with respect to plans, strategies, expected trends, including expected trends in the
Slide 19: ASML
ASML