ASML第三季度净销售额117亿欧元创纪录 预计全年440亿至450亿欧元
荷兰光刻机厂商 ASML 10月14日在费尔德霍芬公布2026年第三季度业绩：当季总净销售额117亿欧元，创下纪录，毛利率57.5%，净收入50亿欧元，基本每股收益12.95欧元。其中装机量管理（服务与现场选件）销售额33亿欧元，高于指引；当季售出新光刻系统113台、二手系统8台。
ASML 总裁兼首席执行官克里斯托夫·富凯表示，第三季度净销售额创纪录、处于指引高端，反映了产能爬坡的强劲执行；客户主要基于对人工智能相关投资规模与持续时间的判断，持续上调对ASML 的中短期设备需求预测，一些客户甚至有意为2029年乃至2030年下单。富凯称，按目前规划，2027年和2028年的供应都将无法完全满足客户需求，公司正研究在2028年把此前宣布的30%扩产幅度进一步提高。
业绩指引方面，ASML 预计第四季度总净销售额在142亿至152亿欧元之间，毛利率约57%，研发费用约12亿欧元，销售及行政费用约4亿欧元；预计2026年全年总净销售额为440亿至450亿欧元，毛利率约56%。第三季度，ASML 在现行2026–2028年股票回购计划下回购了约41亿欧元股票；2026年中期股息为每股1.88欧元，将于11月4日支付。季末公司现金及等价物与短期投资合计127.35亿欧元。
ASML Reports Record €11.7 Billion in Q3 Net Sales, Expects €44–45 Billion for 2026
ASML Holding NV published its 2026 third-quarter results on October 14 in Veldhoven, reporting record total net sales of €11.7 billion, towards the high end of its guidance, with a gross margin of 57.5%, net income of €5.0 billion and basic earnings per share of €12.95. Installed Base Management sales came in above guidance at €3.3 billion, driven by continued strong demand for productivity upgrades. ASML sold 113 new lithography systems and 8 used systems in the quarter.
President and Chief Executive Officer Christophe Fouquet said customers continue to increase their short- and medium-term equipment demand forecasts, driven primarily by their views on the size and duration of AI-related investments, and that some customers are expressing interest in placing orders for 2029 and even 2030. Given that visibility, ASML now expects its supply as currently planned for both 2027 and 2028 will not fully meet customer demand, and it is investigating ways to increase capacity for 2028 beyond the 30% increase previously communicated.
For the fourth quarter of 2026, ASML expects total net sales between €14.2 billion and €15.2 billion, with a gross margin around 57%, R&D costs of around €1.2 billion and SG&A costs of around €0.4 billion. For the full year 2026, it expects total net sales between €44 billion and€45 billion, with a gross margin around 56%. In the third quarter, ASML purchased around €4.1 billion of shares under its 2026–2028 buyback program, and an interim dividend of €1.88 per ordinary share will be made payable on November 4, 2026. Cash and cash equivalents plus short-term investments stood at €12,735 million at the end of the quarter.
图片来源：ASML 位于荷兰费尔德霍芬的总部。图片来源：Wikimedia Commons，A ansems 摄，公共领域
