Slide 1: ASML 2026 second-quarter results
ASML reports €9.3 billion total net sales and €2.9 billion net income in Q2 2026 ASML increases outlook, expects 2026 total net sales to be between €43 billion and €45 billion, with a gross margin between 54% and 56% ASML 2026 second-quarter results Veldhoven, the Netherlands July 15, 2026
Slide 2: Agenda
Agenda • Investor key messages • Business summary • Outlook • Financial statements July 15, 2026 Page 2 Public
Slide 3: Investor key messages
Investor key messages July 15, 2026 Page 3
Slide 4: Investor key messages
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 at the core of our strategy an
Slide 5: Business summary
Business summary July 15, 2026 Page 5
Slide 6: High NA EUV reaches new readiness milestone
High NA EUV reaches new readiness milestone with first high-volume Logic product “This milestone reflects the close technical collaboration between Intel and ASML and shows how High NA EUV can be integrated into advanced semiconductor manufacturing at scale. By qualifying the High NA EUV process opt
Slide 7: Q2 results summary
Q2 results summary Q2 2026 Total net sales €9.3 billion Net system sales €6.6 billion Installed Base Management sales1 €2.8 billion Gross margin 54.0% Operating margin2 37.1% Net income as a percentage of total net sales 31.3% Earnings per share (basic) €7.59 1 Installed Base Management sales equals
Slide 8: Net system sales breakdown (quarterly)
Net system sales breakdown (quarterly) Q2 2026 Net system sales €6.6 billion Q1 2026 Net system sales €6.3 billion July 15, 2026 Page 8 Public
Slide 9: Total net sales by End-use
Total net sales by End-use Installed Base Management1 Logic Memory through Q2 1 Installed Base Management sales equals our net service and field option sales. July 15, 2026 Page 9 Public
Slide 10: Cash return to shareholders
Cash return to shareholders • In Q2 2026, ASML paid a final dividend of €2.70 per ordinary share. Recognizing the three interim dividends paid in 2025 and 2026 and the final dividend, the total dividend for the year 2025 was €7.50 per ordinary share • The first quarterly interim dividend over 2026 w
Slide 11: Outlook
Outlook July 15, 2026 Page 11
Slide 12: Outlook
Outlook Q3 2026 Total net sales between €11.0 billion and €12.0 billion of which Installed Base Management1 sales around €2.9 billion Gross margin between 55% and 57% R&D costs around €1.2 billion SG&A costs around €0.4 billion FY 2026 Total net sales between €43 billion and €45 billion Gross margin
Slide 13: Financial statements
Financial statements July 15, 2026 Page 13
Slide 14: Consolidated statements of operations
Consolidated statements of operations Quarter on quarter (in millions €, except otherwise indicated) Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Total net sales 7,692 7,516 9,718 8,767 9,326 Gross profit 4,130 3,880 5,068 4,645 5,035 Gross margin % 53.7 51.6 52.2 53.0 54.0 Research and development costs
Slide 15: Consolidated statements of cash flows
Consolidated statements of cash flows Quarter on quarter (in millions €) Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Cash and cash equivalents, beginning of period 9,098 7,243 5,126 12,916 7,970 Net cash provided by (used in) operating activities 748 559 11,410 (2,186) 1,703 Net cash provided by (used i
Slide 16: Consolidated balance sheets
Consolidated balance sheets Quarter end (in millions €) Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Assets Cash & cash equivalents and short-term investments 7,248 5,128 13,322 8,376 7,582 Accounts receivable and finance receivables, net 5,703 6,030 3,649 5,232 7,813 Contract assets 275 367 441 544 492
Slide 17: Forward looking statements
Forward looking statements 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 semi
Slide 18: ASML
ASML