What ASML's third-quarter release states, and what the slides add

What the release reports

ASML's third-quarter 2026 press release says total net sales were 11.7 billion euros, net income was 5.0 billion euros, and the gross margin was 57.5 percent. The table behind those rounded headlines shows total net sales of 11,662.0 million euros and net system sales of 8,373.2 million euros in the third-quarter column. Installed-base management sales are given as 3.3 billion euros, above the company's prior guidance, and the release says that is what pushed the gross margin above guidance. Fourth-quarter sales are guided at 14.2 to 15.2 billion euros, with a gross margin around 57 percent. Full-year 2026 sales are expected between 44 and 45 billion euros, with a gross margin around 56 percent. The page filing the release, not a share-price move, isFutureweb.

What the slides add

TechPowerUp's October 14 headline says shipments to China were 23 percent of system sales in the quarter. StockTitan's account of the destination chart puts Taiwan at 32 percent, South Korea at 31 percent, the United States at 13 percent, and China at 23 percent, down from 42 percent a year earlier on StockTitan's reading. StockTitan also gives a path of 36 percent in the fourth quarter of 2025, 19 percent, 14 percent, and then 23 percent. Those percentages are accounts of slides. They are not a line this page is quoting from the press-release body. The desk isHardware.

What the call is said to have added

StockTitan attributes to the transcript a full-year view that China will be around 20 percent of the total business, and a company statement that supply as currently planned for 2027 and 2028 will not fully meet customer demand. That is the outlet's account of the call. It is not a second set of books. A process node, which this earnings release does not redefine, iswhat a process node measures.

Why the quarter is not the second quarter

The second-quarter release, dated July 15, reported 9.3 billion euros of sales and 2.9 billion of net income. Mixing that pair into the October 14 story would invent a miss against a different document. The third-quarter release says the 11.7 billion landed toward the high end of guidance. The memory module announced the day before is a different product, Asked directly, Where does 23 percent come from? TechPowerUp's October 14 headline, and StockTitan's account of the investor slides, say China was 23 percent of lithography system sales by shipping destination. This page does not treat that percentage as a sentence in the press-release body.the Rambus sample.

What this page will not treat as an order book

No backlog figure is stated here, because this page is not using a backlog line it has not tied to the release text in hand. No customer is named as the buyer of a particular tool. Logic versus memory mix, where an outlet prints one, stays with that outlet until it is in the release this page is citing. The open-source desk, for a kernel rather than a tool shipment, isOpen Source.

What 57.5 percent is

The gross margin of 57.5 percent is in the release, next to the third-quarter sales figure, and the chief executive's quoted remarks say installed-base sales above guidance drove the margin above guidance. It is the company's accounting margin. It is not a yield, and it is not a China share. Asked directly, Which figures are in the press release itself? 11.7 billion euros of total net sales, 5.0 billion euros of net income, and a 57.5 percent gross margin. Installed-base sales are given as 3.3 billion euros. Fourth-quarter guidance is 14.2 to 15.2 billion euros of sales and a gross margin around 57 percent.

What to watch next

A company slide deck posted by ASML that prints the 23 percent destination share would let this page move that figure from the accounts into the primary document. A revision of the 44 to 45 billion full-year range would replace the outlook sentence. Another headline that repeats 11.7 billion would not. A memory bus, a different hardware limit, iswhat a memory bus and the ceiling are.

What would change the record

If ASML restates the quarter, the 11.7, the 5.0, and the 57.5 move together. If StockTitan's destination chart is contradicted by the slides themselves, the 23 percent sentence changes and the release's sales sentence does not. A share-price story is not a restatement. The short answer this page will stand on is this: Total net sales of 11.7 billion euros, net income of 5.0 billion euros, and a gross margin of 57.5 percent. The release expects fourth-quarter sales of 14.2 to 15.2 billion euros. China as a share of system sales is not that sentence. It is what TechPowerUp and StockTitan report from the slides.

What stays the quarter

What stays specific is the third-quarter release: 11.7 billion euros of total net sales, 5.0 billion euros of net income, a 57.5 percent gross margin, 3.3 billion euros of installed-base sales, fourth-quarter guidance of 14.2 to 15.2 billion euros, and a full-year range of 44 to 45 billion euros. China at 23 percent of system sales by destination is TechPowerUp's headline and StockTitan's reading of the slides, with Taiwan, South Korea, and the United States at the shares StockTitan prints. The around-20-percent full-year China line and the 2027 and 2028 supply sentence are StockTitan's account of the call. The second quarter is a different release. No tool in this brief has been counted as shipped to a named customer.