ASML Holding(ASML) - 2026 Q1 - Earnings Call Presentation

Financial Performance (Q1 2026) - ASML reported total net sales of €8.8 billion and net income of €2.8 billion for the first quarter of 2026[1] - The company achieved a gross margin of 53.0% and an operating margin of 36.0% during the quarter[8] - Net system sales reached €6.3 billion, while Installed Base Management sales contributed €2.5 billion[8] - Basic earnings per share for Q1 2026 were reported at €7.15[8] - ASML repurchased approximately 0.9 million shares for a total value of around €1.1 billion in Q1 2026[26] Market Outlook and Strategic Goals - ASML projects total net sales for 2026 to be between €36 billion and €40 billion, with a gross margin ranging from 51% to 53%[1][30] - For Q2 2026, the company expects total net sales between €8.4 billion and €9.0 billion with a gross margin of 51% to 52%[28] - The semiconductor industry is expected to see long-term growth driven by AI, with a 2030 annual revenue target between approximately €44 billion and €60 billion and a gross margin of 56% to 60%[6] - The company anticipates that advanced logic and memory processes will require an increased number of critical lithography exposures to support innovation[6]