The earnings call reflects a challenging period for LVMH, with declines in revenue and profit across key segments due to macroeconomic factors and currency fluctuations. However, the company demonstrated resilience through strong cash flow management and strategic investments in brand initiatives and selective retailing. The sentiment is mixed with balanced highlights and lowlights.

Company Guidance -

Q4 2025

During the H1 2025 results call, LVMH reported revenues of EUR 40 billion, a 3% decrease on an organic basis, with significant regional disparities. Profit from recurring operations was EUR 9 billion, down 15% year-on-year, but the operating margin remained strong at 22.6%. Free cash flow increased to EUR 4 billion, while net debt decreased by nearly EUR 2 billion, bringing gearing to 15%. The Wines & Spirits division generated EUR 2.6 billion in revenue, down 7% organically, and Fashion & Leather Goods saw revenues of EUR 19.1 billion, down 7% organically. Sephora performed well, contributing to the 2% organic growth in Selective Retailing. Challenges included macroeconomic uncertainties, currency impacts, and a significant decline in tourism, particularly affecting sales in Japan. However, there was a notable improvement in local demand in Europe, the U.S., and Mainland China in Q2. The company emphasized product innovation, structural efficiencies, and targeted investments to maintain competitive advantages.

Resilience in Financial Performance

LVMH recorded EUR 40 billion in revenue, down 3% on an organic basis. Despite a 15% decrease in profit from recurring operations, the operating margin remained excellent at 22.6%, which is 150 basis points above the first half of 2019.

Strong Cash Flow and Financial Position

Free cash flow increased to EUR 4 billion, and net debt declined by almost EUR 2 billion with gearing at 15%.

Selective Retailing Growth

Revenue reached EUR 8.6 billion, up 2% organically, with profit from recurring operations rising by 12% year-on-year. Sephora had a good start to the year with solid growth in Americas, Europe, and the Middle East.

Luxury Brand Initiatives

Louis Vuitton continued to innovate with new collaborations and creative shows, and Christian Dior saw good success with new bag innovations and creative leadership changes.

LVMH Moet Hennessy Louis Vuitton SE (LVMUY) 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

Daily Earnings Calendar >

LVMUY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jan 22, 2026	2025 (Q4)	2.25 / -	2.205	―	―	―
Jul 24, 2025	2025 (Q2)	2.78 / 2.69	3.164	-15.08% (-0.48)
Jan 28, 2025	2024 (Q4)	2.95 / 2.21	2.985	-26.13% (-0.78)
Jul 23, 2024	2024 (Q2)	3.66 / 3.16	2.797	13.12% (+0.37)
Jan 25, 2024	2023 (Q4)	3.36 / 2.98	3.261	-8.46% (-0.28)
Jul 25, 2023	2023 (Q2)	3.32 / 2.80	2.629	6.39% (+0.17)
Jan 26, 2023	2022 (Q4)	3.50 / 3.26	2.982	9.36% (+0.28)
Jul 26, 2022	2022 (Q2)	2.61 / 2.63	2.481	5.97% (+0.15)	―	―
Jan 27, 2022	2021 (Q4)	2.41 / 2.98	2.005	48.73% (+0.98)	―	―
Jul 26, 2021	2021 (Q2)	1.16 / 2.48	0.244	916.80% (+2.24)	―	―

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
Jul 24, 2025	$114.24	$110.00	-3.71%
Jan 28, 2025	$153.57	$147.53	-3.93%
Jul 23, 2024	$149.64	$143.71	-3.96%
Jan 25, 2024	$145.81	$152.69	+4.72%

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 Jan 22, 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 Jan 22, 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 2025 (Q4) is 2.25.

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