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EssilorLuxottica SA (ESLOY)
OTHER OTC:ESLOY
Earnings Data
Report Date
Jul 24, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.94Last Year’s EPS
1.73Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a strongly positive operational and commercial momentum — record revenue growth, record free cash flow, fast consumer adoption of AI glasses and clear progress in myopia management (including FDA authorization) and geographic expansion. These positives are tempered by near-term margin pressure driven by tariffs, unfavorable FX, higher interest costs and product‑mix dilution from the high growth of lower-margin wearables and upfront investment. Management expects scale, price/mix improvements and product evolution to drive margin recovery over the medium term and reaffirmed a 5-year outlook aligned for revenue and operating profit growth.Company Guidance
Record full-year revenue and strong quarterly acceleration
FY2025 revenue EUR 28.5bn, +11% at constant currency; Q4 revenue +18.4% at constant currency (+12.1% at reported FX). Fourth quarter was the strongest quarter of the year with double-digit growth across major regions.
Record free cash flow and solid balance sheet
Record free cash flow EUR 2.796bn in 2025 (EUR 400m higher than prior year). Net debt-to-EBITDA at 1.7 at year-end, supporting continued investment and M&A.
Wearables / AI glasses rapid scale
Sold more than 7 million AI/wearable glasses in 2025 with AI/glasses driving triple-digit growth in the frames category (notably Ray‑Ban and Oakley). AI glasses were a key revenue contributor in H2 and Q4; company highlighted strong attachment rates: ~20% of AI glasses sold with prescription lenses and 40–50% penetration of transition coatings on AI products, enhancing price/mix.
Stellest & myopia management momentum
Myopia management portfolio revenue +22% in 2025. Stellest remains the first and only spectacle lens with FDA authorization in the U.S.; Stellest 2.0 launched in China showing ~2x lower axial length growth over 12 months vs prior generation. ~4,000 doors in North America trained and equipped for Stellest; myopia represents ~27% of Greater China revenue.
Broad geographic strength
North America Q4 +23.8% (ccy); EMEA Q4 +15.7% (ccy); Asia Pacific Q4 +11.6% (ccy); Latin America Q4 +7.6% (ccy). Many key markets and banners delivered double-digit growth in Q4 (e.g., Italy, Spain, U.K., Turkey, India, Australia).
Brand, product and strategic wins
Renewed long-term licensing with Burberry through 2035; launched MIU MIU collaboration; named A$AP Rocky Ray‑Ban creative director; Oakley 50th anniversary and Winter Olympic visibility; Oakley Vanguard and Ray‑Ban Meta Display among notable new product rollouts.
Scientific, R&D and sustainability recognition
Created Scientific Advisory Committee with world-class experts; investments in oculomics, med‑tech, chips/semiconductor partnerships and smart eyewear labs. Sustainability: CDP climate rating 'A' and S&P Global Corporate Sustainability Assessment score 66, ranked third in the industry.
Updated long-term financial outlook
Management updated a 5-year roadmap aiming to deliver broadly aligned growth of revenues and operating profits, reflecting expectation that scale and price/mix improvements (including from wearables, lenses and services) will accelerate profit over time.
ESLOY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ESLOY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | $149.23 | $148.72 | -0.34% |
Jul 28, 2025 | $146.46 | $143.26 | -2.18% |
Feb 12, 2025 | $141.53 | $141.46 | -0.05% |
Jul 25, 2024 | $104.89 | $103.43 | -1.39% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does EssilorLuxottica SA (ESLOY) report earnings?
EssilorLuxottica SA (ESLOY) is schdueled to report earning on Jul 24, 2026, Before Open (Confirmed).
What is EssilorLuxottica SA (ESLOY) earnings time?
EssilorLuxottica SA (ESLOY) earnings time is at Jul 24, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ESLOY EPS forecast?
ESLOY EPS forecast for the fiscal quarter 2026 (Q2) is 1.94.