The earnings call reflects a strong overall performance with significant achievements in revenue growth, product innovation, and strategic expansion into MedTech. Despite challenges from tariffs and foreign exchange headwinds, the company's robust product launches and regional performances indicate a positive outlook.

Company Guidance

During the EssilorLuxottica Interim Results Management Call for the first half of fiscal year 2025, the company provided several key metrics and strategic insights. The CEO, Francesco Milleri, highlighted a revenue growth of 7.3% at constant currency, despite facing challenges such as inflationary pressures and U.S. tariffs. The company maintained a stable adjusted operating margin year-over-year, reflecting strategic investments in R&D, AI, health data collection, and hearing aids. In terms of geographical performance, EMEA, Asia, and Latin America achieved high single-digit growth, while North America posted mid-single-digit growth. EssilorLuxottica's new ventures, including the launch of Oakley Meta AI glasses and the expansion of Ray-Ban Meta, contributed significantly to this growth, with Ray-Ban Meta sales increasing by over 200% year-over-year. The CFO, Stefano Grassi, noted that free cash flow generation was robust at EUR 951 million for the first six months, aligning with last year's figures, and that future growth would be supported by ongoing strategies to mitigate tariff impacts and leverage supply chain efficiencies.

Strong Revenue Growth

EssilorLuxottica reported a revenue growth of 7.3% at constant currency for the first half of 2025, with solid momentum across both quarters.

Successful Launch of Smart Glasses

The launch of Oakley Meta and the continued strong performance of Ray-Ban Meta, with sales growing more than 200% year-over-year, are notable achievements in the smart glasses segment.

Expansion in MedTech

The acquisition of Optegra Eye Clinics and the rollout of advanced diagnostics and surgical treatments globally marks a strategic expansion into the MedTech space.

Recognition by Time Magazine

EssilorLuxottica was named among the 100 most influential companies of 2025 by Time Magazine in the category of innovators.

Positive Performance Across Regions

EMEA, Asia, and Latin America delivered high single-digit growth, while North America posted mid-single-digit growth.

Impressive Direct-to-Consumer Growth

High single-digit growth in North America's DTC channel, with LensCrafter delivering high-single-digit comp sales and Sunglass Hut comp sales above 6%.

Innovative Product Launches

Launch of Essilor Stellest 2.0 and successful rollout of Varilux Extensee and other progressive lenses.

Strong Free Cash Flow

EssilorLuxottica generated EUR 951 million in free cash flow for the first half of 2025.

EssilorLuxottica SA (ESLOY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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ESLOY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 06, 2026	2025 (Q4)	1.69 / -	1.555	―	―	―
Jul 28, 2025	2025 (Q2)	2.29 / 1.73	1.618	6.80% (+0.11)
Feb 12, 2025	2024 (Q4)	1.45 / 1.55	1.13	37.61% (+0.43)
Jul 25, 2024	2024 (Q2)	1.99 / 1.62	1.65	-1.94% (-0.03)
Feb 14, 2024	2023 (Q4)	1.52 / 1.13	1.16	-2.59% (-0.03)
Jul 25, 2023	2023 (Q2)	1.93 / 1.65	1.346	22.59% (+0.30)
Feb 23, 2023	2022 (Q4)	1.33 / 1.16	1.328	-12.65% (-0.17)
Jul 29, 2022	2022 (Q2)	1.59 / 1.35	1.495	-9.97% (-0.15)	―	―
Mar 11, 2022	2021 (Q4)	1.40 / 1.33	1.084	22.51% (+0.24)	―	―
Jul 30, 2021	2021 (Q2)	1.45 / 1.50	-0.552	370.83% (+2.05)	―	―

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
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%
Feb 14, 2024	$98.35	$99.58	+1.25%

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 Mar 06, 2026, Before Open (Confirmed).

What is EssilorLuxottica SA (ESLOY) earnings time?

EssilorLuxottica SA (ESLOY) earnings time is at Mar 06, 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 2025 (Q4) is 1.69.

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