@mf_camillus · Long ASML

Materially bullish for the AI capex cycle

$ASML Q3’26 EARNINGS HIGHLIGHTS 🔹 Net Sales: €11,662M (Est. €11.56B) 🟢 🔹 EPS: €12.95 (Est. €10.60) 🟢 🔹 Gross Margin: 57.5% (Est. 54.8%) 🟢 🔹 Net Income: €5.0B (Est. €4.06B) 🟢 FY26 Guide: 🔹 Net Sales: €44B-€45B (Est. €43.73B) 🟢 🔹 Gross Margin: ~56% (Est.

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High · 0.94Confidence

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