$ASMLB reports Wednesday, Oct 14.
Q3 guide is €11B to €12B in sales, up 18% to 29% from Q2's €9.3B, with gross margin of 55% to 57% against 54% in Q2.
Q2's beat came from installed base sales, not the ramp.
So the margin guide is the test, and the FY26 range of 54% to 56% has to hold.
#stocks
Q3 guide is €11B to €12B in sales, up 18% to 29% from Q2's €9.3B, with gross margin of 55% to 57% against 54% in Q2.
Q2's beat came from installed base sales, not the ramp.
So the margin guide is the test, and the FY26 range of 54% to 56% has to hold.
#stocks