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EssilorLuxottica S.A.
Video analysis: ESLOY
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News: ESLOY
EssilorLuxottica: Margin Strength Supports A Higher Target Price
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 partnership with Applied Materials strengthens EssilorLuxottica's position in next-generation smart eyewear and should improve product scalability over time.
EssilorLuxottica Seizes Major Opportunities At The Expense Of Profitability
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 amid increased competition and margin pressure.
EssilorLuxottica ADR (ESLOY) Q2 2026 Earnings Call Transcript
EssilorLuxottica ADR (ESLOY) Q2 2026 Earnings Call Transcript
Ray-Ban Maker EssilorLuxottica's Sales Growth Slows Despite Smartglasses Boom
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 Bet on $299 Smart Glasses
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.
EssilorLuxottica and Meta expand the accessibility of wearables category with new collection
EssilorLuxottica and Meta expand the accessibility of wearables category with new collection Building on their market-leading portfolio of AI glasses, the two companies aim to introduce more consumers to smart eyewear innovation Paris, France and Menlo Park, CA (23 June 2026) – EssilorLuxottica and Meta announced the launch of Meta Glasses, a new collection of AI glasses aimed at opening up the smart eyewear category to broader audiences, including consumers looking for more attainable innovation. The two companies have established the AI glasses category from the ground up with the deepest lineup of products ranging from Ray-Ban Meta, the #1 selling AI glasses in the world, to Oakley Meta, ushering in a new era of Athletic Intelligence, to Meta Ray-Ban Display, the first of its kind with an in-lens display.
Real-life ‘Succession' rocks Ray-Ban dynasty as heir launches $11.5 billion bid to buy out siblings
An heir to the Del Vecchio empire accused his family's holding company of obstructing a multibillion-dollar succession plan.
EssilorLuxottica, Applied Materials strike deal to develop smart glasses, AR technology
EssilorLuxottica , the world's largest eyewear maker, has signed a long-term deal with U.S. chipmaking equipment company Applied Materials to develop augmented reality display technology and AI glasses, the companies said on Tuesday.
