LVMH Moet Hennessy Louis Vuitton SE (LVMUY)
OTHER OTC:LVMUY
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Earnings Data
Report Date
Jul 28, 2026During Market Hours (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.55Last Year’s EPS
2.69Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call shows a resilient, cash-generative business with strong margins, substantial sustainability and brand achievements, and clear progress on major transformations (Sephora, Tiffany, Loro Piana). At the same time the group faced notable top-line and profit headwinds driven chiefly by adverse currency effects, tariffs (notably impacting cognac), higher taxes and ongoing geopolitical uncertainty. Management highlighted H2 improvement, tight cost control and continued strategic investment, but material external pressures temper the near-term outlook.Company Guidance
Scale and Revenue
Group revenue just over EUR 80.0 billion (about twice the level of 10 years ago), demonstrating very large scale and market reach.
Strong Operating Margin and Cash Generation
Operating margin of 22% — described as well above the 20‑year average — and operating free cash flow of EUR 11.3 billion, up 8% year-over-year, reflecting strong cash generation and disciplined working capital management.
Balance Sheet Strength and Capital Discipline
Net debt reduced to EUR 6.9 billion (below 10% of a referenced metric), capital expenditure at 5.7% of sales (in line with historical average), and continued selective capex supporting competitiveness while preserving cash.
Perfumes & Cosmetics Outperformance
Perfumes & Cosmetics showed profit improvement of +8%; flagship products highlighted (Sauvage as the world's best-selling men's fragrance; Dior lipstick noted as very strong — 'one Dior lipstick sold every 2 seconds'); Louis Vuitton perfumes delivering double-digit growth.
Selective Retailing and Sephora Momentum
Sephora reported significant growth and improved margins, driving positive performance in Selective Retailing; DFS has been returned to break-even after prior heavy losses.
Watches & Jewelry and Tiffany Transformation Progress
Bvlgari and other jewelry houses delivered outstanding figures; Tiffany's transformation is gaining traction — high jewelry sales have tripled in 4 years, new store concepts represented ~33% of stores and ~42% of sales, and revamped stores are materially more productive (new vs. old concept performance gap ~15–20 percentage points).
Brand, Creative and Retail Highlights
Major creative successes and flagship openings (e.g., Vuitton 'Ship' in Shanghai attracting ~100,000 weekly visitors, new Dior Maisons in the US and Beijing), ongoing successful product launches and designer hires supporting desirability across houses.
Sustainability and People Achievements
Group commitments advanced: CDP Triple A score, 41% of materials sourced via recycling processes, over 3,800 apprentices trained at the Institute of Trades of Excellence, and 50% women in key positions — all reported as achieved against the 2021–2025 roadmap.
LVMH Moet Hennessy Louis Vuitton SE (LVMUY) Earnings, Revenues Date & History
LVMUY 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
LVMUY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 27, 2026 | $137.95 | $135.73 | -1.61% |
Jul 24, 2025 | $112.30 | $108.13 | -3.71% |
Jan 28, 2025 | $150.88 | $144.94 | -3.94% |
Jul 23, 2024 | $147.02 | $141.19 | -3.96% |
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 LVMH Moet Hennessy Louis Vuitton SE (LVMUY) report earnings?
LVMH Moet Hennessy Louis Vuitton SE (LVMUY) is schdueled to report earning on Jul 28, 2026, During Market Hours (Confirmed).
What is LVMH Moet Hennessy Louis Vuitton SE (LVMUY) earnings time?
LVMH Moet Hennessy Louis Vuitton SE (LVMUY) earnings time is at Jul 28, 2026, During Market Hours (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 LVMUY EPS forecast?
LVMUY EPS forecast for the fiscal quarter 2026 (Q2) is 2.55.