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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for ASML Holding (ASML) is 9/10.
ASML delivered Q1 2026 revenue of EUR 8.8 billion, up 13.3% year-over-year, with Q1 installed base revenue above guidance and gross margin at the high end of the range. Management raised FY2026 revenue guidance from EUR 34-39 billion (midpoint EUR 36.5 billion) to EUR 36-40 billion (midpoint EUR 38 billion), a 4.1% upgrade. Customers were sold out of memory capacity for 2026, non-EUV demand reversed from flat to growth, and Low NA EUV extendibility was confirmed through 2031. Capacity ramp targets included 60 Low NA EUV units in 2026 and approximately 80 in 2027.
Scored from ASML Holding’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $9.26B | +28.0% | $7.05 | +38.8% | 51.7% | 36.2% | 29.1% | $9.29B |
| FY2025 Q1 | $7.74B | +46.3% | $5.83 | +85.7% | 54.0% | 35.4% | 30.4% | $-461M |
| FY2025 Q2 | $7.69B | +23.2% | $5.90 | +46.8% | 53.7% | 34.6% | 29.8% | $358M |
| FY2025 Q3 | $7.52B | +0.7% | $5.48 | +5.6% | 51.6% | 32.8% | 28.3% | $244M |
| FY2025 Q4 | $9.72B | +4.9% | $7.34 | +4.1% | 52.2% | 35.3% | 29.2% | $10.57B |
| FY2026 Q1 | $8.77B | +13.2% | $7.15 | +22.6% | 53.0% | 36.0% | 31.4% | $-2.61B |
| FY2026 Q2 | $9.33B | +21.3% | $7.58 | +28.5% | 54.0% | 37.1% | 31.3% | $1.44B |