France's EssilorLuxottica FY revenue rises

EssilorLuxottica SA

11/02/2026 17:14

Overview

France eyewear giant's FY revenue grew 11.2%, beating analyst expectations

Adjusted operating margin at 16% impacted by US tariffs and AI-glasses

AI-glasses sold over 7 mln units in FY, boosting company performance

Outlook

EssilorLuxottica plans solid revenue growth over next five years at constant exchange rates

Company expects adjusted operating profit growth aligned with revenue growth

Result Drivers

AI-GLASSES SALES - Co sold over 7 mln units of AI-glasses in FY, contributing significantly to revenue growth

MYOPIA MANAGEMENT - Myopia management portfolio revenue increased by 22% worldwide, indicating strong demand

REGIONAL GROWTH - North America, EMEA, and Asia-Pacific regions all reported double-digit growth in Q4 and FY

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Beat
EUR 28.49 bln
EUR 28.04 bln (20 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 22 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the medical equipment, supplies & distribution peer group is "buy"

Wall Street's median 12-month price target for EssilorLuxottica SA is €333.50, about 33.1% above its February 10 closing price of €250.50

The stock recently traded at 33 times the next 12-month earnings vs. a P/E of 41 three months ago

Press Release: ID:nGNEb5bMZn

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)