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ASML raises 2026 guidance a second time as AI orders extend into 2028

verifiedFinanceCompute

Wednesday, July 15, 2026

Confidence

High · — primary financials with multi-outlet coverage.

Evidence

earnings release + management call + independent reporting

ASML delivered Q2 net sales of €9.33 billion and net income of €2.92 billion, both above guidance, and raised its full-year outlook for the second time this year.
  • Net sales guidance rose to €43-€45 billion from €36-€40 billion; gross margin lifted to 54%-56%.
  • ASML plans to expand EUV capacity 30% in each of the next two years, with order visibility now extending into 2028.

Sources

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In this issue

  1. 0126 Meta workers sue alleging AI-driven layoff picks targeted protected leave
  2. 02Blumenthal and Hawley demand AI denial records from UnitedHealth, Humana, and CVS
  3. 03ASML raises 2026 guidance a second time as AI orders extend into 2028
  4. 04US lifts UAE chip curbs after Emirati airstrikes on Iran
  5. 05SMIC scales its domestic AI-chip stack as Washington eases pressure elsewhere
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