ASML Holding N.V. · ASML · Next earnings

ASML Holding N.V. reports Wednesday, Oct 14, 2026

ASML reports before market open with consensus EPS at $12.17 and revenue at $13.14B. Last quarter: ASML: Record Q3 sales, strong memory demand, guidance maintained

Reports Before market open0 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $12.17 Calendar consensus
Consensus revenue $13.14B Calendar consensus
Report date Oct 14, 2026 Wednesday, date estimated
Session Before market open 0 days away

Where ASML left off: FY2026 Q3

Full report

ASML: Record Q3 sales, strong memory demand, guidance maintained

EPS surprise — Reported — vs $12.17
Revenue surprise — Reported — vs $13.14B
Stock move -1.9% Event window
Subsequent drift 0.0% Up to 20 sessions

Management maintained Q4 and full-year 2026 guidance; no new quantitative guidance change was identified in the supplied analysis.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Higher ramp costs could pressure Q4 gross margin
  • Supply-chain constraints or customer clean-room limits could restrict expansion
  • Value-based pricing may not fully translate into margin
  • Installed-base upgrade demand may not remain as strong
  • China demand and competitive dynamics remain uncertain

Questions analysts left open

  • Capacity expansion beyond the 30% target for 2027–2028
  • Timing and magnitude of value-based price increases and their effect on gross margin
  • Supply-chain readiness, including Zeiss and other critical vendors
  • Sustainability of installed-base upgrade revenue
  • China demand and competitive dynamics

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Recent ASML quarters

All ASML earnings
-1.9%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.