ASML三季度净销售额117亿欧元创纪录、净利润50亿欧元，年内第三次上调全年指引
荷兰费尔德霍芬——荷兰半导体设备制造商ASML（阿斯麦）10月14日公布2026年第三季度业绩：总净销售额116.62亿欧元，创季度纪录，接近公司此前指引的高端；净利润49.60亿欧元，毛利率57.5%，高于指引；基本每股收益12.95欧元。
分项来看，第三季度装机基础管理（服务与现场选件）销售额32.89亿欧元，高于公司指引；新光刻系统售出113台、二手系统8台。季度末现金、现金等价物及短期投资合计127.35亿欧元。公司第三季度回购约41亿欧元股份，并宣布2026年中期股息每股1.88欧元，于11月4日支付。
ASML总裁兼首席执行官克里斯托夫·富凯（Christophe Fouquet）表示，客户正上调短期与中期设备需求预测，主要依据是对人工智能相关投资规模与持续时间的判断，部分客户已表达在2029年甚至2030年下单的意向。他表示，鉴于订单势头逐季增强，公司目前为2027年与2028年规划的供应将不足以满足客户需求，正研究在2028年已宣布增产30%的基础上进一步扩产的办法。
指引方面，ASML预计2026年第四季度总净销售额在142亿至152亿欧元之间、毛利率约57%；预计2026年全年总净销售额在440亿至450亿欧元之间、毛利率约56%。据道琼斯通讯社报道，这是ASML年内第三次上调全年指引。ASML总部位于荷兰费尔德霍芬，员工超过4.55万人，股票在阿姆斯特丹泛欧交易所与纳斯达克上市。（据ASML 10月14日业绩公告与道琼斯通讯社报道）
ASML Posts Record Q3 Net Sales of €11.7 Billion and €5.0 Billion Net Income, Raising Full-Year Guidance for a Third Time
VELDHOVEN, Netherlands — Dutch semiconductor equipment maker ASML on October 14 reported record third-quarter results: total net sales of €11.662 billion, toward the high end of its guidance; net income of €4.960 billion; a gross margin of 57.5%, above guidance; and basic earnings per share of €12.95.
Installed Base Management sales were €3.289 billion, above guidance, and the company sold 113 new and eight used lithography systems in the quarter. Cash, cash equivalents and short-term investments ended the quarter at €12.735 billion. ASML bought back about €4.1 billion of shares in the quarter and declared an interim dividend of €1.88 per share, payable November 4.
President and CEO Christophe Fouquet said customers are raising their near- and medium-term equipment demand forecasts, driven mainly by their views on the size and duration of AI-related investment, and that some customers are expressing interest in placing orders for 2029 and even 2030. With order-book momentum building quarter by quarter, he said the supply ASML has planned for 2027 and 2028 will not fully meet customer demand, and the company is investigating ways to add capacity for 2028 beyond the 30% increase previously announced.
For the fourth quarter, ASML expects total net sales between €14.2 billion and €15.2 billion with a gross margin around 57%; for full-year 2026 it expects sales between €44 billion and €45 billion with a gross margin around 56%. Dow Jones Newswires reported this was the third time ASML has raised its full-year guidance this year. Headquartered in Veldhoven, ASML employs more than 45,500 people and is listed on Euronext Amsterdam and Nasdaq. (Source: ASML's October 14 earnings release and Dow Jones Newswires)
图片来源：ASML位于荷兰费尔德霍芬的总部大楼，Public domain（Wikimedia Commons，摄影：A ansems）
