ASML (ASML NA) - Q1 2026 (EUR): Sales 8.77bln (exp. 8.55bln, guided 8.2-8.9bln), Net Profit 2.76bln (exp. 2.58bln), guides Q2 2026 Revenue 8.4-9.0bln (exp. 9.08bln), sees FY26 Sales 36-40bln (prev. guided 34-39bln)

• Q2 gross margin between 51-52%.
• FY26 gross margin 51-53%.
• Total FY25 dividend of EUR 7.50/shr, +17% Y/Y.

CEO:

• "The semiconductor industry's growth outlook continues to solidify, driven by ongoing AI-related infrastructure investments. Demand for chips is outpacing supply. In response, our customers are accelerating their capacity expansion plans for 2026 and beyond, supported by long-term agreements with their customers."
• "ASML's order intake continues to be very strong as a result, and we are closely aligned with our customers to support their demand in a combination of delivery of new systems and performance upgrades of their installed base."
• "We expect in fact that the supply will not meet the demand for the foreseeable future; 2026 is panning out very nicely; we're going to continue to work very closely with our customers to increase our capacity. We are doing that in 2026. We will continue to do that in 2027".