ASML lifted its 2026 net sales target to €36‑40 billion, up from €34‑39 billion, surpassing LSEG consensus of €37.68 billion.
Q1 2026 revenue hit €8.77 billion and net income €2.76 billion, beating consensus estimates of €8.5 billion and €2.54 billion respectively.
Memory‑chip tools comprised 51% of new sales, while South Korean customers contributed 45% of Q1 revenue, highlighting AI‑driven demand.
Cash fell to €8.38 billion, share buyback spent €1.1 billion, and a €7.50 dividend—up 17% YoY—was announced.