ASML Achieves Strong Q1 Results...Annual Sales Outlook Raised to "Up to 40 Billion Euros"

Sales Reach 8.8 Billion Euros, Net Profit 2.8 Billion Euros
Surpasses Market Expectations Amid AI Infrastructure Investment Boom
Annual Sales Outlook Also Raised

ASML, the world's leading semiconductor lithography equipment company based in the Netherlands, achieved strong first-quarter results this year, surpassing market expectations thanks to robust demand for artificial intelligence (AI) semiconductors. ASML also revised its annual sales outlook upward, expressing a positive outlook for the future.

ASML Headquarters logo. Photo by Yonhap News

On April 15 (local time), ASML announced in its earnings report that its first-quarter sales reached 8.767 billion euros (approximately KRW 15.2508 trillion), and net profit was 2.757 billion euros (about KRW 4.7932 trillion). Both figures exceeded market forecasts of 8.5 billion euros in sales and 2.5 billion euros in net profit, respectively. Sales increased by 13% compared to the same period last year. Operating profit also rose to 3.158 billion euros, a 15.3% year-on-year increase. The gross profit margin came in at 53.0%, the upper end of the company’s guidance range.

This strong performance demonstrates that investments in AI infrastructure are fueling growth in semiconductor demand. ASML's results are widely seen as a leading indicator of the global semiconductor market. Christoph Fouquet, Chief Executive Officer of ASML, stated, “Ongoing investments in AI-related infrastructure have further solidified the growth outlook for the semiconductor industry, and current semiconductor demand is outpacing supply. ASML’s order intake remains very robust, and we are working closely with customers to support their needs by delivering new systems and upgrading the performance of existing equipment.”

ASML displayed confidence by raising its annual performance forecast for this year. The company upgraded its 2026 annual sales outlook from the previous range of 34 billion to 39 billion euros to a new range of 36 billion to 40 billion euros, and also projected an annual gross profit margin of 51% to 53%. Additionally, it forecast second-quarter sales of between 8.4 billion and 9 billion euros, with a gross profit margin expected to be in the 51% to 52% range.

This content was produced with the assistance of AI translation services.