ASML Raises 2026 Guidance as High NA EUV Enters Intel Production
ASML reported higher Q2 2026 revenue and earnings, raised its full-year 2026 net sales guidance to €43-45 billion, and confirmed that Intel Foundry has started high-volume manufacturing using its High NA EUV lithography systems.
Key Numbers
ASML Holding N.V. (ticker: ASML) reported second-quarter 2026 results with higher revenue and earnings year-over-year. The company raised its full-year 2026 net sales guidance to a range of €43.00 billion to €45.00 billion, and confirmed Q3 2026 guidance of €11.00 billion to €12.00 billion. An interim dividend of €1.88 per share was declared, payable on August 5, 2026.
Key Financial Highlights
| Metric | Value | YoY Change |
|---|---|---|
| Revenue (Q2 2026) | Not disclosed | Higher |
| Net Income | Not disclosed | Higher |
| EPS | Not disclosed | Higher |
| Interim Dividend | €1.88/share | - |
Key Highlights from the Statement
ASML highlighted that Intel Foundry has commenced high-volume manufacturing of select products using ASML's High NA EUV lithography systems. This marks a significant milestone for the adoption of this advanced technology in semiconductor manufacturing.
Future Guidance
- 2026 Guidance: Raised full-year net sales forecast to €43.00-€45.00 billion.
- Q3 2026 Guidance: Net sales between €11.00 and €12.00 billion.
- Dividend: Interim dividend of €1.88 per share, payable on August 5, 2026.
Impact on Stock
No immediate stock reaction was reported in the source, but the guidance raise is generally seen as a positive signal reflecting management confidence in demand for advanced lithography equipment.
What This Means for Investors
The upward revision in annual guidance underscores strong demand for ASML's cutting-edge technologies, especially as High NA EUV enters commercial production. Investors may view this as a growth catalyst, but should await full Q2 details for a complete picture.
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