ASML's Big Update Is Tomorrow — Here's What Counts
ASML will report its third-quarter 2026 results on Wednesday, October 14, at 07:00 CET via GlobeNewswire. ASML Investor Relations
That is one day after today, October 13, 2026.
The outlook in focus
ASML has raised its yearly sales forecast twice this year. It now expects 2026 sales of €43 billion to €45 billion, according to a MarketWatch preview published October 12, 2026. MarketWatch That range was reported as $49 billion to $51 billion. Reuters The question in that preview is whether clearer demand allows a third raise.
The start of the year looked very different. In October 2025, ASML said 2026 sales would at worst stay flat with around €32.5 billion ($37.82 billion) in 2025. Reuters A year earlier, in October 2024, it said it expected 2025 total net sales of €30 billion to €35 billion. Reuters
Last quarter and orders
The last sales clue comes from the second quarter. Analysts expected revenue to rise by almost 15% from last year to €8.81 billion ($10.1 billion). MarketWatch Another MarketWatch preview citing Visible Alpha put expected sales at €8.83 billion ($10.08 billion). MarketWatch
Orders have moved up and down. ASML once reported a 71% fall in orders from last year while still expecting sales to rise by 2025. MarketWatch In the 2025 cycle, shares rose from €597 in August to almost €900 before third-quarter earnings. MarketWatch
The broader context here is simple. Think of orders like reservations and sales like paid bills. Sales show machines already delivered. Orders show future work. A quarter can meet on one and miss on the other. Into October 14, the issue is whether new orders back up the €43 billion to €45 billion range or allow more.
In my view, savers should watch two details. First, exchange rates. The euro number and the dollar number move with currency, so check the change without that effect. Second, timing. After two raises, much rests on machines shipped and approved late in the fourth quarter, and on cash coming in.
