# ASML Beats Q3 Profit Estimates and Raises 2026 Sales Outlook

- URL: https://stocks.freetheai.org/news/asml-beats-q3-profit-estimates-and-raises-2026-sales-outlook-8f1899
- Published: 2026-10-14T12:12:01Z
- Category: earnings; sentiment: bullish; impact: high
- Symbols: [NASDAQ:ASML](https://stocks.freetheai.org/symbols/NASDAQ-ASML), [EURONEXT:ASML](https://stocks.freetheai.org/symbols/EURONEXT-ASML)
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ASML Holding NV (NASDAQ:ASML) topped quarterly profit expectations and raised the lower bound of its 2026 revenue forecast. The semiconductor equipment maker reported a third-quarter net profit of 4.96 billion euros, surpassing the 4.1 billion euros expected by analysts. Net sales reached 11.66 billion euros, just under expectations of 11.72 billion euros, while gross margin came in at 57.5%, beating company guidance.

Strong earnings and long-term customer interest for equipment shipments in 2029 and 2030 signal durable demand for advanced microchip manufacturing. ASML Holding NV produces extreme ultraviolet lithography machines necessary for building cutting-edge chips. Due to this visibility, management is evaluating whether to expand 2028 production capacity beyond its current 30% expansion target. The company now projects 2026 revenue between 44 billion and 45 billion euros, up from a previous minimum of 43 billion euros.

Investors will be watching fourth-quarter performance, where the company expects sales between 14.2 billion and 15.2 billion euros with a gross margin near 57%. Key risks include geopolitical export restrictions, particularly in China, which is projected to generate roughly 20% of revenue. Future growth will also depend on converting early customer interest for future years into firm binding orders.

## Key points

- ASML Holding NV Q3 net profit reached 4.96 billion euros, beating analyst expectations of 4.1 billion euros.
- Q3 net sales were 11.66 billion euros, while gross margin hit 57.5%, exceeding internal guidance.
- The company raised its 2026 revenue forecast floor to 44 billion euros, with a top end of 45 billion euros.
- Strong customer interest for 2029 and 2030 deliveries is driving plans to potentially boost 2028 capacity.
- China export restrictions remain a key headwind, with China expected to represent about 20% of total sales.

## Questions and answers

### What were ASML Holding NV Q3 profit and revenue results?

ASML Holding NV reported Q3 net profit of 4.96 billion euros, beating the 4.1 billion euro estimate. Net sales came in at 11.66 billion euros, slightly below the expected 11.72 billion euros, while gross margin reached 57.5%.

### What is ASML Holding NV updated 2026 revenue guidance?

ASML Holding NV raised the lower end of its 2026 revenue forecast to 44 billion euros, up from 43 billion euros. Total 2026 revenue is now projected to reach between 44 billion and 45 billion euros.

### What risks is ASML Holding NV facing in China?

Export restrictions pose an ongoing risk for ASML Holding NV, especially in China. The company expects the Chinese market to account for approximately 20% of its overall business.