ASML reports Q3 EPS EUR 5.49 vs. EUR 5.28 last year

Reports Q3 revenue EUR 7.52B vs. EUR 7.47B last year. Reports Q3 net bookings EUR 5.4B. The company said, “Our third-quarter total net sales of EUR 7.5 billion and gross margin of 51.6% were in line with our guidance, reflecting a good quarter for ASML (ASML). On the technology side, we see litho intensity continue to develop positively as EUV adoption gains momentum, including progress on High NA EUV. In line with our plans to support our customers in the 3D integration space, we shipped ASML’s first product serving Advanced Packaging, the TWINSCAN XT:260, an i-line scanner offering up to 4x productivity compared to existing solutions. Finally, our partnership with Mistral AI allows us to embed AI across our entire holistic portfolio, in order to increase the performance and productivity of our systems and the yield of our customers’ processes. On the market side, we have seen continued positive momentum around investments in AI, and have also seen this extending to more customers, both in leading-edge Logic and advanced DRAM. On the other hand, we expect China customer demand, and therefore our China total net sales in 2026 to decline significantly compared to our very strong business there in 2024 and 2025. We do not expect 2026 total net sales to be below 2025. We will provide more details on our 2026 outlook in January.”