EssilorLuxottica maintains strong momentum, delivering a third consecutive quarter of double-digit top-line sales growth and outperforming consensus expectations. Smart glasses remain the key source of upside, with Ray-Ban Meta prescription lens penetration rising above 30%. Myopia management, Stellest's US rollout, and the acquisition of Top Charoen further expand EssilorLuxottica's addressable market, supporting a forecast double-digit sales CAGR and mid-teens EPS growth through 2028.
EssilorLuxottica's shares fell on Thursday after the eyewear maker reported broadly in‑line quarterly results, doing little to revive a stock already under pressure amid lingering doubts over a demanding outlook and growth in smart glasses.
Revenue growth eased at the start of the year following a boom in smartglasses sales last year.
Franco-Italian eyewear group EssilorLuxottica said on Thursday it had acquired Faro, a small Italian company specialised in high-precision technologies for eyewear manufacturing.
EssilorLuxottica ADR (ESLOY) Q1 2026 Sales/Trading Call Transcript
Leonardo Maria del Vecchio is nearing a deal to buy out two of his siblings from the family holding company Delfin, which controls EssilorLuxottica , the heir told the Financial Times in an interview published on Friday.
EssilorLuxottica delivered robust Q4 and FY 2025 results, with FY sales reaching €28.49 billion, up 11.4% year-over-year. Strong double-digit growth in smart glasses and innovation-driven categories positions the company as a high-quality compounder with structural upside potential. Management shifts focus from rigid margin targets to growth, emphasizing smart eyewear, hearing solutions, and myopia management as key long-term drivers.
The company behind the Ray-Ban and Oakley brands said booming demand for smartglasses will drive revenue growth over the years to come.
EssilorLuxottica ADR (ESLOY) Q4 2025 Earnings Call Transcript
EssilorLuxottica's more than tripled its Meta artificial intelligence glasses sales last year, the Ray-Ban maker said on Wednesday in its fourth-quarter results. The French-Italian eyewear brand said it sold over 7 million AI glasses last year, up from the 2 million that the company sold in 2023 and 2024 combined.
Facebook-owner Meta holds at least a 3% stake in EssilorLuxottica , a board director at the European firm behind Ray-Ban glasses said on Tuesday.
Shares of Ray-Ban maker EssilorLuxottica surged more than 9% in early trading on Friday after the Franco-Italian group reported better than expected quarterly revenue a day earlier, helped by strong demand for its Meta AI glasses.