ASML, the Dutch company that makes the machines that make the chips that power basically everything, just told investors to expect even more money than previously anticipated. The semiconductor equipment giant raised its full-year 2026 revenue forecast to a range of €36 billion to €40 billion, up from a prior outlook of €34 billion to €39 billion.
The numbers behind the upgrade
ASML’s first quarter of 2026 came in stronger than expected across the board. Net sales hit €8.8 billion, with a gross margin of 53% and net income of €2.8 billion. Basic earnings per share landed at €7.15.
The company also pulled in €2.5 billion from installed-base revenue, which is the aftermarket business of servicing and upgrading machines already deployed in fabs around the world.
For context on how fast ASML has been growing, the company posted record full-year sales of €32.7 billion in 2025. That represented a 16% year-over-year increase. Now the midpoint of its 2026 guidance, €38 billion, would represent another significant jump from that record.
