ASML raises 2026 sales outlook by roughly €6B at the midpoint and adds 30% capacity

ASML posted second-quarter sales of €9.326 billion, gross margin of 54.0% and net income of €2.918 billion. It raised full-year sales guidance to €43 billion–€45 billion from €36 billion–€40 billion and guided third-quarter sales to €11 billion–€12 billion. The company plans to add 30% to 2026 low-NA EUV and DUV immersion capacity for 2027 and is investigating another 30% increase for 2028. Reuters reported that nearly all expanded EUV capacity through 2027 was already booked and that the shares rose about 4% after the results.