Framing Analysis
ASML, the world's sole supplier of extreme ultraviolet lithography tools, reported second-quarter revenue of €9.33 billion and net income of €2.92 billion, both above analyst estimates. The company increased its 2026 net revenue guidance to €43-45 billion and announced plans for 30 percent annual capacity expansion over the next two years. Shares rose 5.7 percent in early Amsterdam trading following the results.