EssilorLuxottica: Q3 2026 Revenue - Revenue growth at 9.0% in Q3, +7.2% at constant currency

Myopia management revenue grew 24% in both reporting periods, while wearables revenue increased 20% in the third quarter.

Rhea-AI Summary

EssilorLuxottica (ESLOY) reported third-quarter 2026 revenue of €7,486 million, with growth across all regions and both distribution channels. Revenue rose 9.0% year over year at current exchange rates and 7.2% at constant exchange rates, which exclude currency movements. First-nine-month revenue reached €22,304 million, up 6.8% at current rates and 8.9% at constant rates.

At constant exchange rates, third-quarter Direct to Consumer revenue grew 10.6%, while Professional Solutions rose 3.4% against double-digit growth a year earlier. Comparable-store sales increased 6.8%. EMEA Direct to Consumer and Asia-Pacific delivered double-digit growth. Traditional Eyecare & Medtech revenue grew more than 6%, and myopia management grew 24%, in both the quarter and first nine months. Wearables revenue rose 20% in the quarter. Nuance Audio Plus launched in mid-September.

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Positive

• Moderate pointQ3 revenue of €7,486 million rose 9.0% year over year, or 7.2% at constant exchange rates.
• Minor pointNine-month revenue of €22,304 million rose 6.8%, or 8.9% at constant exchange rates.
• Minor pointDirect to Consumer revenue grew 10.6% at constant exchange rates in Q3.
• Minor pointComparable-store sales increased 6.8% in Q3.
• Minor pointProfessional Solutions revenue grew 3.4% at constant exchange rates in Q3, versus double-digit growth a year earlier.

4 minor points

• Minor pointAll regions contributed growth, with EMEA Direct to Consumer and Asia-Pacific up double digits at constant exchange rates.
• Minor pointTraditional Eyecare & Medtech revenue grew more than 6% at constant exchange rates in both reporting periods.
• Minor pointMyopia management revenue grew 24% at constant exchange rates in Q3 and the first nine months.
• Minor pointWearables revenue increased 20% at constant exchange rates in Q3.

Negative

• None.

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Revenue growth at 9.0% in Q3, +7.2% at constant currency

• Group revenue +9.0% to Euro 7,486 million in Q3, +7.2% at constant ER¹ on top of double-digit growth of last year
• Group revenue +6.8% to Euro 22,304 million in the first nine months of the year, +8.9% at constant ER¹
• Direct to Consumer up 10.6%¹ in Q3, with comparable-store sales³ at +6.8%
• Professional Solutions up 3.4%¹, compared to double-digit growth of last year
• All the regions contributing to the Group’s growth, with EMEA DTC and Asia-Pacific up double digits¹
• Traditional business (Eyecare & Medtech) marching at >6%¹ pace in both three and nine months
• Myopia management portfolio up 24%¹ in the three and nine months
• Wearables (AI glasses and Nuance Audio) up 20%¹ in revenue in Q3
• Nuance Audio Plus launched in mid-September, improving product effectiveness and user experience
  
  

Paris, France (October 20, 2026 - 6:00 pm) – EssilorLuxottica announced today that consolidated revenue for the third quarter of 2026 reached Euro 7,486 million, representing a year-on-year increase of 7.2% at constant exchange rates¹ compared to the third quarter of 2025 (+9.0% at current exchange rates).

Francesco Milleri, Chairman and CEO, and Paul du Saillant, Deputy CEO at EssilorLuxottica commented: “Quarter after quarter, our Company continues to demonstrate the strength of its unique model. In the third quarter, we delivered 9% revenue growth, with all regions contributing and Asia-Pacific standing out with double-digit growth. Our eyecare, eyewear and medtech activities remained a powerful engine of growth, up over 6% in both the quarter and the first nine months of the year, while wearables’ revenue increased 20%, confirming the strong momentum behind this emerging category we continue to lead.

Our myopia management portfolio continued its exceptional trajectory, growing 24% in both the quarter and year to date. As we head into the holiday season, new AI glasses launches and the rollout of Nuance Audio Plus are further strengthening our wearable portfolio, offering people new ways to engage with and navigate the world around them. We were also proud to see Stellest recognized by TIME among the Best Inventions of the Year, highlighting the impact our innovation has in addressing one of the most pressing health challenges of our time and improving the lives of millions of children worldwide.

Above all, these achievements reflect the passion, talent and commitment of our people around the world. Their ability to strengthen the business that defines us today while accelerating our expansion across science, clinical care and surgery sets EssilorLuxottica apart and gives us great confidence in the future.”

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How much did EssilorLuxottica revenue grow in Q3 2026?

EssilorLuxottica's Q3 2026 revenue reached €7,486 million, up 9.0% year over year at current exchange rates. Growth was 7.2% at constant exchange rates compared with Q3 2025.

What was EssilorLuxottica's revenue for the first nine months of 2026?

EssilorLuxottica reported first-nine-month 2026 revenue of €22,304 million, up 6.8% at current exchange rates and 8.9% at constant exchange rates.