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Despite Q2 revenue coming in slightly below consensus, EssilorLuxottica delivered stronger-than-expected operating leverage, with adjusted EBIT margin reaching 18.6% versus market expectations of approximately 16.5%. AI-glasses revenue nearly doubled in Q2, while there is still limited evidence that the category is replacing traditional eyewear purchases. Myopia-management sales increased 24% in Q2, while the…

EssilorLuxottica (EL/ESLOF) has declined nearly 30% in the past year, despite continued profitable growth and expansion into medtech and big-data. Three major growth pillars—myopia management, smart eyewear, and integrated hearing aids—are expanding EL's addressable market but currently suppress profitability. Forward P/E has compressed to 22x, below its 10-year average, yet still implies high growth expectations…

EssilorLuxottica ADR (ESLOY) Q2 2026 Earnings Call Transcript

The Franco-Italian manufacturer of Oakley and Ray-Ban sunglasses booked 8.7% year-over-year organic growth in the three months through June, losing a little pace from the 11% growth it recorded in the first three months of the year.

Meta and EssilorLuxottica have launched a new collection of artificial intelligence (AI) glasses called Meta Glasses that is designed to be accessible to a broader audience than the Ray-Ban Meta, Oakley Meta, Meta Ray-Ban Display and Ray-Ban Meta Optics AI glasses the companies already offer. The new Meta Glasses start at $299, Essilor Luxottica said in a Tuesday (June 23) press release.