ASML earnings: EPS beat by 8.8%, revenue beat by 4.2%
ASML Holding ADR reported results (Jul 15, 2026). EPS came in at €8.68 against a €7.98 consensus, beat by 8.8%. Revenue was €10.7B versus €10.2B expected, beat by 4.2%.
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Noticed on the call
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ASML Q2 earnings per share €7.59.
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“Net income in Q2 was EUR 2.9 billion, representing 31.3% of total net sales, resulting in earnings per share of EUR 7.59.”
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Sees Q3 2026 net sales €11.0 billion to €12.0 billion.
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“We expect Q3 total net sales to be between EUR 11 billion and EUR 12 billion.”
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From the call / model-read, verbatim-grounded
Sentiment
0.36
Net tone of the full call — above 0 positive, below 0 negative
Q&A Evasiveness
+50.4
Question-dodging vs this company's own baseline — spikes matter, not the level
Guidance Tone
0.33
Tone of the forward-guidance language
Novelty Share
100%
Language not seen in this company's prior calls
Capacity & Capex “For 2027, we are now close to being fully covered with orders for Low-NA EUV, and we are planning to increase our Low-NA EUV capacity by around 30%.”
Guidance “Turning to our China-related business, we continue to expect this to make up around 20% of our total net sales for the full year, as it increases in line with the overall business, mainly related to an increased demand in mainstream logic.”
4 more flagged statementsand 1 tone events from this call are in the Pro read.
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The quarter in numbers
| Metric | Actual | Consensus | Surprise |
|---|---|---|---|
| EPS | €8.68 | €7.98 | beat by 8.8% |
| Revenue | €10.7B | €10.2B | beat by 4.2% |
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The trend
Revenue is up 13.2% from the same quarter last year. Gross margin sits at 53.0%, 100 bps off its 8-quarter high.
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How it stacks up
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