ASML now expects 2026 revenue between 36 billion and 40 billion euros, driven in part by higher-than-expected demand for immersion tools and continued EUV shipments.
ASML is revising its 2026 sales forecast from 34-39 billion euros to 36-40 billion euros, citing increasing customer demand across its core markets. “In the past months, our customers have increased their expected short- and medium-term demand for our products. ASML’s order intake continues to be very strong as a result,” CEO Christophe Fouquet said. As of this quarter, ASML no longer reports quarterly order intake, pointing to the “lumpy” nature that doesn’t necessarily reflect business momentum.
Most of the annual sales uptick is due to higher shipments of immersion systems. Previously, ASML didn’t think its supply chain would be able to match last year’s number of tools, but “after working extremely hard, we’re at the point where we believe we can get immersion close to the levels that we had last year,” CFO Roger Dassen told analysts on the Q1 earnings call.
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