ASML (ASML) AGM 2026 summary

Opening remarks and agenda

• Meeting held in hybrid format, welcoming both in-person and online shareholders, with introductions of Board of Management and Supervisory Board members, and explanation of meeting procedures and voting process.

Financial performance review

• 2025 sales reached EUR 32.7 billion, a 16% increase, with gross margin at 52.8% and net income at EUR 9.6 billion.

• Returned EUR 8.5 billion to shareholders via dividends and buybacks; proposed total dividend of EUR 7.50 per share for 2025.

• EUV sales grew 39% to EUR 11.6 billion; installed base business increased 26%.

• Regional sales shifted, with China’s share dropping from 41% to 33%, and further normalization expected.

• Q1 2026 net sales at EUR 8.8 billion, with strong momentum expected in the second half.

Board and executive committee updates

• Marco Pieters appointed CTO, expanding the Board of Management to six members.

• Roger Dassen and Frédéric Schneider-Maunoury reappointed as CFO and COO, respectively.

• Benjamin Loh appointed to the Supervisory Board, bringing extensive industry and regional experience.