| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q3'26 | October 14, 2026 | 10/12 | 2 medium flags | 3 | 0 | Call sheet → |
| Q2'26 | July 15, 2026 | 7/12 | 4 medium, 2 low flags | 0 | 0 | Call sheet → |
| Q1'26 | April 15, 2026 | 10/12 | 1 medium, 5 low flags | 4 | 0 | Call sheet → |
| Q4'25 | January 28, 2026 | 12/12 | 1 medium, 6 low flags | 6 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q3'26 | Pending | Memory-related net system sales to grow over 75% in 2026 Year not complete; this quarter's guide reaffirmed memory net system sales growth of 'around 75%'. |
| Q3'26 | Pending | Advanced logic net system sales to grow over 25% in 2026 Year not complete; management confirmed the advanced logic piece 'grew over 25%' and is 'expected to grow over 25% in this year'. |
| Q3'26 | Pending | DUV immersion shipments of ~130 units in 2026, similar to 2025 output Year not complete; this quarter raised confidence versus an initially lower internal target, now expecting a 'similar quantity' to 2025. |
| Q3'26 | Pending | EUV output of ~65 low-NA systems for full-year 2026 Year not complete; reaffirmed this quarter at the same 65-unit figure, 'nearly 50% more than the 44 systems that we shipped last year'. |
| Q3'26 | Pending | FY2026 total net sales guided €43-45B, gross margin 54-56% Fiscal year not yet complete; range was revised to €44-45B / ~56% this call, an upward revision, not a resolution. |
| Q3'26 | Exceeded | Q3 2026 gross margin guided at 55-57% Actual was 57.5%, 'above guidance'. |
| Q3'26 | Exceeded | Q3 2026 install base management sales guided at ~€2.9B Actual was €3.3B, 'exceeding our guidance by almost €0.4 billion'. |
| Q3'26 | Delivered | Q3 2026 total net sales guided at €11.0-12.0B Actual came in at €11.7B, 'towards the high end of our guidance'. |
| Q2'26 | Pending | Achieve ≥80 Low‑NA EUV units for 2027. Management now says they are close to full coverage but no concrete order count released. |
| Q2'26 | Pending | Drive output of at least 60 EUV Low‑NA systems in 2026. Q2 still early; no cumulative shipment number disclosed; management only gave forward‑looking coverage for 2027. |
| Q1'26 | Pending | Metrology and inspection expected to be quite strong Not specifically updated but prior 30% growth suggests momentum |
| Q1'26 | Delivered | Deep UV business to go up for big customers Confirmed both immersion and dry showing strength |
| Q1'26 | Pending | China business will go down to approximately 20% Reiterated 20% target, consistent with prior guidance |
| Q1'26 | Exceeded | Non-EUV business expected to be about flattish Upgraded from flat to growth, citing immersion recovery |
| Q1'26 | Delivered | Installed base business to go up in 2026 EUR 2.5B Q1 run rate suggests strong full-year growth |
| Q1'26 | Exceeded | EUV business to go up significantly in 2026 Delivered with 60+ unit guidance vs previous expectation of growth |
| Q4'25 | Delivered | 3D integration product shipping XT:260 shipped to customers as promised |
| Q4'25 | Exceeded | EUV growth expected 39% EUV growth delivered, with acceleration continuing into 2026 |
| Q4'25 | Delivered | Deep UV business to be impacted by China dynamics Deep UV down 6%, China business declining as expected |
| Q4'25 | Delivered | High NA customer qualification continuing First 5200B accepted and 300,000+ wafers run |
| Q4'25 | Delivered | More details about 2026 in January call Provided full 2026 guidance and outlook as promised |
| Q4'25 | Exceeded | Net sales to not be below 2025 Delivered €34-39B guidance, significantly above 2025's €32.7B |
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