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ASML (Q3 Results): improving outlook

ASML delivered an in-line quarter and markets have reacted positively to an improved outlook for 2026.
ASML - order intake spikes

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Third quarter revenue rose 1% to €7.5bn (€7.8bn expected). Operating income also rose 1% to €2.5bn (€2.5bn expected) with a margin of 32.8 %. New orders of €5.4bn were better than expected.

Free cash flow fell 54% to €244mn, and there was net cash on the balance sheet of €2.4bn.

Management expects fourth quarter revenue to land between €9.2-9.8bn and operating income around €3.4bn (analysts had been expecting €9.4bn and €3.2bn respectively). Revenue for 2026 is no longer expected to drop from 2025 levels.

An interim dividend of €1.60 was announced, payable in November.

The shares 3.0% in early trading.

Our view

HL view to follow.

ASML key facts

All ratios are sourced from LSEG Datastream, based on previous day’s closing values. Please remember yields are variable and not a reliable indicator of future income. Keep in mind key figures shouldn’t be looked at on their own – it’s important to understand the big picture.

This article is original Hargreaves Lansdown content, published by Hargreaves Lansdown. It was correct as at the date of publication, and our views may have changed since then. Unless otherwise stated estimates, including prospective yields, are a consensus of analyst forecasts provided by LSEG. These estimates are not a reliable indicator of future performance. Yields are variable and not guaranteed. Investments rise and fall in value so investors could make a loss.

This article is not advice or a recommendation to buy, sell or hold any investment. No view is given on the present or future value or price of any investment, and investors should form their own view on any proposed investment.

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Written by
Matt-Britzman
Matt Britzman
Senior Equity Analyst

Matt is a Senior Equity Analyst on the share research team, providing up-to-date research and analysis on individual companies and wider sectors. He is a CFA Charterholder and also holds the Investment Management Certificate.

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Article history
Published: 15th October 2025