阿斯麦（ASML）2026年第一季度投资者关系路演报告「NASDAQ」（英文版）（19页）.pdf

1、ASML 2026 first-quarter results Veldhoven,the NetherlandsApril 15,2026ASML reports 8.8 billion total net sales and 2.8 billion net income in Q1 2026 ASML now expects 2026 total net sales to be between 36 billion and 40 billion,with a gross margin between 51%and 53%Page 2April 15,2026 Public Investor

2、 key messages Business summary Outlook Financial statementsAgendaPage 3April 15,2026 Investor key messagesPage 4April 15,2026 PublicInvestor key messages1The semiconductor industry remains strong,driven by artificial intelligence adoption across an expanding applications spaceThe industry will requi

3、re major innovations to address AI power consumption and cost challenges Our customers remain at the core of our strategy and we believe that lithography will remain at the heart of their innovation.We anticipate that an increased number of critical lithography exposures for advanced logic and memor

4、y processes will be required Our flexible and versatile portfolio is well positioned to address all customer needs as we extend holistic lithography to support 3D integration,improve DUV and EUV performance and cost effectiveness,and scale EUV technology well into the next decadeBased on different m

5、arket and lithography intensity scenarios,as presented during our Investor Day in November 2024,we see an opportunity to achieve 2030 annual revenue between approximately 44 billion and 60 billion,with a gross margin between approximately 56%and 60%ASML values the strong industry partnerships which

6、are critical to our success and our collective commitment to a leadership position in ESGWe expect to continue to return significant amounts of cash to our shareholders through growing dividends and share buybacks1Investor key messages as presented during our Investor Day in November 2024Page 5April