ASML reports €11.7 billion in sales and flags future supply gaps

Results from the company, hosted by the SEC

ASML reported third-quarter total net sales of €11.7 billion in its earnings release filed with the SEC. The release is ASML’s own statement; the SEC is its host, not an independent reporting publisher. That distinction should remain clear when the results are attributed.

The company reported a third-quarter gross margin of 57.5%. This is a gross-margin measure, separate from net income and sales. A concise summary should preserve those labels rather than presenting different financial measures as interchangeable indicators.

ASML also reported rounded third-quarter net income of €5.0 billion. The rounded figure should retain that description. It is part of the reported result, unlike the company’s outlook for subsequent sales.

The sales outlook remains forward-looking

ASML expects full-year sales between €44 billion and €45 billion. This is the company’s expectation for the year. It should not be written as a completed annual result simply because it appears alongside reported quarterly financials.

Reuters reports that ASML forecasts fourth-quarter net sales of €14.2 billion to €15.2 billion. The interval belongs to the forecast. Keeping it intact avoids replacing a range with a single figure that the company did not promise.

Reuters reports an LSEG analyst poll expectation of €14.19 billion in fourth-quarter sales and a gross margin of 55.4%. These are analyst expectations, not additional company results. The company forecast, the analyst comparison and the reported quarter should occupy separate fields in any planning summary.

That separation also prevents a period mismatch. A comparison of a reported margin with an expectation for a different quarter needs to identify both periods; otherwise the reader may mistake a forecast comparison for a measured change.

A demand warning is not an order tally

AOL reports ASML’s warning that current production plans would fall short of customer demand in 2027 and 2028. This is a forward assessment tied to current plans. It should not be recast as a quantified shortfall already delivered to customers.

According to AOL, some customers want to reserve machines for 2029 or 2030. The statement describes interest in future reservations. It does not establish that those machines are booked orders, nor does it provide an order total.

Taken together, the reports justify monitoring the relationship between production plans and future demand. They do not establish a universal delivery delay for every downstream chip or server. A specific equipment purchase still needs evidence from the supplier responsible for that order.

What Algerian infrastructure buyers should ask

The Algeria connection is indirect. Infrastructure teams could ask vendors which manufacturing assumptions underpin an offered delivery schedule, which dependencies have been assessed and what would trigger a revised commitment. These are proposed procurement questions, not findings about current Algerian supply.

A useful assessment would retain separate entries for reported company results, forecasts, stated demand risks and actual contractual delivery terms. The announcement does not support a local price forecast or a claim that every equipment order will be delayed. Its practical value is to improve the questions asked before a commitment is made.

Frequently Asked Questions

Sources & Further Reading

• ASML (SEC-filed earnings release)
• Reuters
• AOL
• ASML: Fiscal 3Q26 Financial Results — StorageNewsletter