ASML will announce its third-quarter financial report, and the market expects profits to nearly double

Dutch semiconductor equipment manufacturer ASML is expected to announce its Q3 financial report on October 14. Driven by demand for AI chips, the market anticipates significant growth in revenue and profits compared to the same period in 2025. Wall Street analysts estimate Q3 revenue at 11.73 billion euros, a year-on-year increase of 55%; earnings per share are projected to be 10.76 euros, nearly doubling from 5.49 euros in Q3 2025.

ASML's Q2 revenue was 9.3 billion euros, higher than 7.7 billion euros in the same period of 2025, with net profit increasing from 2.3 billion euros to 2.9 billion euros. The company estimates Q3 revenue to be between 11 billion and 12 billion euros, with a gross margin of 55% to 57%, and has raised its full-year revenue outlook to between 43 billion and 45 billion euros.

ASML is the only manufacturer in the world that commercializes extreme ultraviolet lithography equipment. Foundries such as TSMC, Intel, and Samsung rely on its equipment to manufacture advanced AI processors, and the company is also developing the next generation of High-NA EUV. Intel has processed over 1 million wafers using this equipment in research, testing, and manufacturing, while Samsung plans to introduce it into advanced DRAM mass production by 2028. The market expects ASML to increase the capacity of its existing EUV systems by about 30% by 2027.