15 July 2026 | 7:19AM BST Equity Research ASML Holding (ASML.AS): 2Q26 First Take: Strong orders underpin robust EUV/DUV capacity outlook ASML's 2Q26 revenue was 6% above Visible Alpha Consensus Data and EBIT came in 13% ahead of consensus. As such, the company upgraded its guidance for 2026 and expects revenue of between €43bn and €45bn (vs. €36bn to €40bn prior) with gross margin of 54%-56% (vs. 51%-53% prior). As such, we note that the guide for 2026 implies revenue broadly 11% ahead of consensus at the ...