HeadlinesBriefing favicon HeadlinesBriefing.com

EssilorLuxottica Q4 Sales Surge 18% as AI Glasses Drive Growth

Investing.com •
×

EssilorLuxottica reported a strong finish to 2025 with fourth-quarter revenue climbing 18.4% to €7.6 billion at constant exchange rates, pushing annual sales to €28.49 billion. The eyewear and medtech group's American depositary receipts jumped 10% following the release, reflecting investor enthusiasm for the company's accelerating growth trajectory.

The company's performance was broad-based, with all major regions—North America, EMEA, and Asia-Pacific—delivering double-digit revenue growth. North America led the quarterly performance, rising nearly 24% at constant exchange rates. The company highlighted continued momentum in its AI-glasses category, developed with Meta, with more than 7 million units sold in 2025.

EssilorLuxottica also reported strong demand for its myopia-management portfolio, which grew 22% globally, and an encouraging first year for its Nuance Audio hearing-aid glasses, now available in 12 markets and 15,000 locations. The company's adjusted operating margin for the year was 16.0% at constant exchange rates, while free cash flow reached a record €2.8 billion, up €400 million from 2024. Chairman and CEO Francesco Milleri and Deputy CEO Paul du Saillant called the results "a historic milestone," citing annual double-digit sales growth and another record quarter in Q4.