ASML reported record third-quarter 2026 revenue of 11.7 billion euros, at the high end of its guidance, with a gross margin of 57.5%, above guidance. Management said customers are already looking to place orders for 2029 and 2030. ASML now expects its planned supply for 2027 and 2028 will not fully meet customer demand, and it is investigating ways to raise 2028 capacity beyond the 30% increase it announced earlier. The article argues this strengthens ASML's pricing power. The company forecasts 2026 net sales of 44 billion to 45 billion euros, a gross margin of around 56%, and EUV sales growth of 45%.
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