reported a surge in third-quarter 2026 performance, with revenue hitting 11.7 billion euros and profits rising to 5 billion euros. Driven by the AI boom, the firm sold 17 and saw a significant increase in classic sales volume.
CEO Christophe Fouquet confirmed ASML is fully booked for 2027 and 2028, leading to plans to expand production capacity beyond the initial 30 percent target. While EUV exports to remain restricted, Installed Base Management revenue reached 3.3 billion.
The outlook remains strong with a Q4 revenue forecast of 15.2 billion euros and a 57 percent margin. Total 2026 revenue is expected to hit 45 billion euros, as EUV solution sales grow by 45 percent and customers prepare to place orders for 2029 and 2030.