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Forecast
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0 |
| Hold |
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1 |
| Sell |
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EssilorLuxottica slips after Goldman Sachs cuts sales forecast
EssilorLuxottica shares fell about 2% after Goldman Sachs reduced its organic sales growth forecast for 2026 from 10.8% to 8.5%, citing a more uncertain consumer environment and tough comparables. For H1 2026 the bank expects a lower adjusted EBIT margin of 16.9%, mainly due to currency effects and dilution from the wearables business. Goldman Sachs cut the 12‑month price target from €260 to €230 but kept its Buy rating, lowered growth assumptions for 2026–2028 and flagged delays in product launches, limited operating leverage and distribution disruptions as downside risks. At the same time, the bank sees potential in the wearables portfolio, for example from the announced Meta glasses, production in Italy and a partnership with Best Buy. » More on de.investing.com
Deutsche Bank starts coverage of EssilorLuxottica with 'Hold' and €183 target
Deutsche Bank Research begins coverage of EssilorLuxottica with a 'Hold' rating and a price target of €183. The first quarter was weaker than expected and current consumer sentiment poses further risks. More important for the long-term investment story is the market entry of Alphabet and Apple in smart glasses, which could threaten EssilorLuxottica's leading position. » More on finanzen.net
EssilorLuxottica scores with strong Q4 2025 and growth drivers
EssilorLuxottica beat consensus expectations in Q4 2025: revenues were 6% above consensus and constant‑currency growth was 18%, driven by Professional Solutions and North America. The AI‑glasses partnership with Meta contributed around 15 percentage points to organic growth; over 7 million units were sold in 2025. The subscription‑based optics model (22% of the EMEA segment) strengthens customer retention, and the Stellest myopia lens is being rolled out gradually in the US. The company expects further growth but faces a patent infringement lawsuit from Solos Technology over smartglasses technology. » More on de.investing.com
Historical dividends Dividends
All dividend metrics All metricsFinancials
| (EUR) | June 2026 | YoY |
|---|---|---|
| Revenue | 15.11B | - |
| Gross profit | 9.59B | - |
| Net profit | 1.6B | - |
| EBITDA | 3.92B | - |
Fundamentals
| Metric | Value |
|---|---|
Market capitalization | €82.08B |
Number of shares | 902.59M |
52-week high/low | €167.17 - €70.94 |
Dividend yield | 2.24% |
Dividends TTM | €2.04 |
Beta | 0.55 |
P/E ratio | 33.56 |
PEG ratio | 9.73 |
P/B ratio | 2.13 |
P/S ratio | 2.84 |
Company profile
EssilorLuxottica Société anonyme designs, manufactures, and distributes ophthalmic lenses, frames, and sunglasses in North America, Europe, Latin America, Asia, Oceania, and Africa. It operates in five segments: Wholesale, Retail, Lenses and Optical Instruments, Equipment, and Sunglasses and Readers. The Wholesale segment engages in the manufacture and wholesale distribution of luxury and sports eyewear. The Retail segment retails luxury and sports eyewear. The Lenses and Optical Instruments segment offers lenses and small equipment, including Varilux progressive lenses; Crizal antireflective, anti-smudge, and antistatic lenses; Transitions photochromic lenses; Eyezen lenses for users of computers, tablets, smartphones, and other connected devices; Xperio polarized sun lenses; and Nikon and Kodak corrective lens brands. It also provides lens edging and mounting instruments for opticians and prescription laboratories; optometry instruments for eye care professionals, schools, occupational medicine centers, military, and other institutions; and Transitions Signature Gen 8 photochromic lens, as well as develops solutions for online sales of optical products. The Equipment segment offers digital surfacing machines and lens coating machines to prescription laboratories, integrated optical chains, and lens manufacturers. The Sunglasses and Readers segment provides non-prescription sunglasses and reading glasses under the Foster Grant, Gargoyles, Magnivision, Corinne McCormack, Monkey Monkey, Ryders Eyewear, and SolarShield brands; Reebok, Steve Madden, Betsey Johnson, Nine West, Dockers, French Connection, Ironman, Rawlings, Bodyglove, Panama Jack, Marvel, and Disney; Bolon, Molsion, Qina, and Prosun brands; and Mujosh and Aojo brands. It has a network of 490 prescription laboratories and edging-mounting facilities. The company was formerly known as Essilor International Société Anonyme and changed its name to EssilorLuxottica Société anonyme in October 2018. EssilorLuxottica Société anonyme was founded in 1849 and is headquartered in Paris, France.
| Name | ESSILORLUXOTTICA 1/2/O.N. |
| CEO | Francesco Milleri |
| Headquarters | Paris,
if USA |
| Website | |
| IPO | 01/30/2008 |
| Employees | 203,791 |
Deep Dive
Ticker symbols
| Exchange | Symbol |
|---|---|
Pnk | ESLOY |
Frankfurt | ESLC.F |
DĂĽsseldorf | ESLC.DU |
MĂĽnchen | ESLC.MU |