ASML's third-quarter revenue rose 55% to €11.7 billion with a 57.5% gross margin, and operating profit more than doubled to €5.2 billion. It guided fourth-quarter sales to €14.2–15.2 billion and narrowed its 2026 forecast to €44–45 billion. Hargreaves Lansdown's review notes customers expect demand to outstrip their supply until at least 2028 and some want to order for 2029 and 2030, and that management says its planned 30% capacity increases for 2027 and 2028 won't be enough. The shares rose 2.2% in early trading.