u/Icy_Abbreviations167 · 61d ago6 prior · awaiting results
ASML Earnings Beat Signals More Chip Equipment Spending
ASML delivered a significant earnings beat with Q2 revenue and margins substantially above guidance, and raised full-year 2026 guidance to €44 billion midpoint from €38 billion. The company's monopoly on EUV lithography, strong customer demand evidenced by fully-booked 2027 capacity, and capacity expansion plans through 2028 signal sustained momentum in chip equipment spending.