Asml Holding Nv · EURONEXT:ASML
Asml Holding Nv — Q3 2026 Earnings Presentation
19 slides from Asml Holding Nv's earnings presentation, Oct 14, 2026
Slide 1: ASML reports €11.7 billion total net sales and €5.0 billion net income in Q3 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% ASML 2026 third-quarter results Veldhoven, the Netherlands October 14, 2026
Slide 2: Agenda
Agenda • Investor key messages • Business summary • Outlook • Financial statements October 14, 2026 Page 2 Public
Slide 3: Investor key messages
Investor key messages October 14, 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 October 14, 2026 Page 5
Slide 6: ASML and TSMC announce initiative to pioneer industry transition to 12” photomasks for High NA EUV
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% October 14, 2026 Page 6 Public
Slide 7: Shipped YieldStar 550: next generation overlay metrology system
Shipped YieldStar 550: next generation overlay metrology system Supporting advanced Logic and Memory process nodes October 14, 2026 Page 7 Public
Slide 8: Q3 results summary
Q3 results summary Q3 2026 Total net sales €11.7 billion Net system sales €8.4 billion Installed Base Management sales1 €3.3 billion Gross margin 57.5% Operating margin2 44.4% Net income as a percentage of total net sales 42.5% Earnings per share (basic) €12.95 1 Installed Base Management sales equa
Slide 9: Net system sales breakdown (quarterly)
Net system sales breakdown (quarterly) Q3 2026 Net system sales €8.4 billion Q2 2026 Net system sales €6.6 billion October 14, 2026 Page 9 Public
Slide 10: Total net sales by End-use
Total net sales by End-use Installed Base Management1 Logic Memory through Q3 1 Installed Base Management sales equals our net service and field option sales. October 14, 2026 Page 10 Public
Slide 11: Cash return to shareholders
Cash return to shareholders • 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 amount o
Slide 12: Outlook
Outlook October 14, 2026 Page 12
Slide 13: Outlook
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 €45 billion Gross margin around 5
Slide 14: Financial statements
Financial statements October 14, 2026 Page 14
Slide 15: Consolidated statements of operations
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 57.5 Research and development cost
Slide 16: Consolidated statements of cash flows
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 11,798 Net cash provided by (use
Slide 17: Consolidated balance sheets
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 Contract assets 367 441 544 492 453
Slide 18: 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 19: ASML
ASML