EssilorLuxottica S.A.

2 months ago · seekingalpha.com

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.

2 months ago · seekingalpha.com

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.

2 months ago · seekingalpha.com

EssilorLuxottica ADR (ESLOY) Q2 2026 Earnings Call Transcript

2 months ago · wsj.com

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.

3 months ago · pymnts.com

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.

3 months ago · globenewswire.com

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.

3 months ago · nypost.com

An heir to the Del Vecchio empire accused his family's holding company of obstructing a multibillion-dollar succession plan.