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EssilorLuxottica (EL) investor relations material
EssilorLuxottica Q3 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 TU earnings summary16 Oct, 2025
Executive summary
Achieved record Q3 2025 revenue growth of 11.7% at constant currency, reaching €6,867 million, with all major geographies delivering double-digit growth except Latin America, which grew 5.2%.
Wearables, including Ray-Ban Meta and Oakley Vanguard, contributed over 4 percentage points to group growth, with strong product innovation and successful launches fueling performance.
Vision care and sunglasses segments grew 5% at constant exchange rates, with notable momentum in North America and EMEA.
Strategic acquisitions in med-tech, including Optegra, Retina AI, and RetinAl, expanded the vision-health ecosystem.
Stellest lens received full FDA approval and launched in the US, with Stellest 2.0 introduced in China.
Financial highlights
Q3 2025 group revenue reached €6,867 million (+11.7% at constant, +6.7% at current exchange rates); nine-month revenue totaled €20,891 million (+8.8% at constant, +5.9% at current exchange rates).
North America revenue up 12.1% year-over-year, EMEA up 12.7%, Asia-Pacific up 10.5%, and Latin America up 5.2%.
Both Professional Solutions and Direct to Consumer segments posted double-digit growth in Q3, with Direct to Consumer up 11.6% and Professional Solutions up 11.9%.
Acquisitions of Heidelberg and Supreme contributed about 2 percentage points to sales growth.
Comparable-store sales in Direct to Consumer up more than 7% in Q3.
Outlook and guidance
Entering Q4 with further acceleration in key banners and strong momentum in both segments, supported by new product launches and expanded production capacity for wearables.
Anticipates earlier-than-planned achievement of 10 million unit wearable production capacity, with further product innovation expected.
Targeting mid-single-digit annual revenue growth from 2022 to 2026 at constant exchange rates, aiming for €27-28 billion revenue and adjusted operating profit margin of 19-20% by 2026.
Integration of recent acquisitions and new product launches expected to support ongoing momentum.
Nuance: new customer penetration rate?
Wearables: 10M unit capacity timing?
North America B2B growth sustain into Q4?
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Next EssilorLuxottica earnings date
H2 202512 Feb, 2026
Next EssilorLuxottica earnings date
H2 202512 Feb, 2026
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Frequently asked questions
Eyewear Giant
EssilorLuxottica is an Italian-French multinational corporation in the eyewear and eye care sector. The company focuses on the design, manufacture, and distribution of ophthalmic lenses, frames, and sunglasses. Formed in 2018 through the merger of Essilor, a French company specializing in ophthalmic optics, and Luxottica, an Italian eyewear conglomerate, EssilorLuxottica has a broad portfolio of iconic brands including Ray-Ban, Oakley, and many others. It has joint headquarters in Paris and Milan, and its shares are listed on the NYSE.
An Industry-Defining Merger
The merger between Essilor and Luxottica in 2018 marked a significant consolidation in the eyewear industry. Announced in January 2017 and completed in October of the following year, the merger brought together two complementary giants. Essilor's expertise in lens manufacturing and optical technology merged with Luxottica's strengths in frame design, brand portfolio, and extensive retail network. The new entity, EssilorLuxottica, aimed to create a vertically integrated business that could cover all aspects of eyewear, from production to distribution.
Focusing on Eyewear
The company's business activities span various aspects of the eyewear industry, encompassing everything from lens manufacturing, eyewear design, retail, and more. The lens manufacturing side, primarily driven by Essilor, focuses on producing optical lenses for customers with visual impairments. On the other hand, Luxottica is focused on manufacturing, and distributing fashion, luxury, and sports eyewear. Their portfolio includes a variety of well-known manufacturers, both in-house as well as several brands under licensing agreements.
EssilorLuxottica also has a significant retail presence, operating several chains of stores worldwide, including Sunglass Hut and LensCrafters while also selling products on platforms like Amazon. These retail outlets provide a direct channel for selling their products and offering eye health services like eye tests and professional consultations.
Growing through Acquisitions
EssilorLuxottica's strategy of acquiring eyewear companies is a key component of its growth and market dominance. This approach involves identifying and integrating smaller eyewear and eye care businesses into its expansive portfolio. Through these acquisitions, EssilorLuxottica diversifies its product offerings, expands its geographical reach, and strengthens its position in various segments of the market.
Further reading: EssilorLuxottica: Global Dominance Through Strategic Acquisitions
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