ASML records 4.96 billion euro net profit in Q3... Equipment order inquiries continue until 2030

ASML, the world's largest semiconductor lithography equipment company headquartered in the Netherlands, has announced its third-quarter results. In the video, it was reported that ASML's third-quarter net profit amounted to 4.96 billion euros, and according to CNBC reporting, equipment order inquiries are continuing until 2030.

Looking at the details of the performance, earnings per share (EPS) rose from 7.6 euros in the previous quarter to the level of 13.0 euros. Revenue recorded 11.7 billion euros, but according to Odaily reporting, net sales for the third quarter were tallied at 11.66 billion euros, slightly falling below the market expectation of 11.7 billion euros.

Gross Margin recorded at 57.5% and future outlook

ASML's third-quarter gross margin recorded 57.5%. As the world's largest semiconductor lithography equipment company, ASML manufactures Extreme Ultraviolet (EUV) and Deep Ultraviolet (DUV) lithography equipment and supplies such equipment to TSMC, Samsung Electronics, SK hynix, Intel, and others.

Regarding the future outlook, ASML presented a fourth-quarter revenue guidance of 14.2 billion to 15.2 billion euros. Additionally, the revenue outlook for 2026 is 44 billion to 45 billion euros, and the gross margin outlook is shown to be at approximately the 56% level.

Distinction between the real economy and capital markets

The video mentioned that there is no room for doubt regarding the semiconductor performance records for 2026 and 2027, explaining that this is a matter of the real economy domain, which is the actual performance of companies. The analysis suggests that as Big Tech companies continue to build data centers for the implementation of AI services, demand for semiconductors in general, such as GPUs, HBM, and DRAM, will be supported.

However, it added that it is necessary to understand by distinguishing between real economic phenomena and capital markets. The video presented the opinion that while GPUs were the leading stocks in 2025, memory semiconductors may take on the character of leading stocks in 2026, and the leading stocks may change in 2027. In particular, it explained that in an era of high government bond yields, a phenomenon where funds move to American companies may appear.

Financial health and growth indicators

According to the analysis data, ASML is recording a revenue growth rate of approximately 9.8%. Furthermore, in terms of financial health, it was shown that the cash flow status is good and it is maintaining excellent performance. The main content of the video is that the AI industry is now in its beginning stages and there are no problems in the semiconductor industry conditions.

Source: original video (YouTube)