EssilorLuxottica reports 7.2 percent Q3 growth: EssilorLuxottica stock trades 1.05 percent lower

Published on 10/22/2026 at 09:40 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Wearables revenue rose 20.00 percent in Q3. EssilorLuxottica stock costs EUR 171.98 on October 22, 2026, 1.05 percent below EUR 173.80.

Revenue and analyst signals

EssilorLuxottica reported 7.20 percent constant-currency revenue growth in the third quarter on October 20, 2026.
Wearables revenue increased 20.00 percent in the third quarter of 2026.
EssilorLuxottica stock trades at EUR 171.98 at 9:34 a.m. CEST at Lang & Schwarz on October 22, 2026, 1.05 percent below the Xetra close of October 21, 2026.
BofA Securities cut its price target from EUR 237.00 to EUR 205.00 on October 9, 2026.

Pop-Art-Comic: Person wählt Brille im farbenfrohen Optik-Laden — EssilorLuxottica FR0000121667 Pop-Art-Comic zeigt Optik-Boutique bei lebhafter farbenfroher Brillenwahl im Lichtenstein-Stil mit Halbtonpunkten, Illustration mit AI erstellt.

EssilorLuxottica (ISIN FR0000121667) reported third-quarter revenue growth of 7.20 percent at constant exchange rates on October 20, 2026, while its stock was trading at EUR 171.98 at Lang & Schwarz on October 22, 2026 at 9:34 a.m. CEST, down 1.05 percent versus the Xetra close of October 21, 2026 at EUR 173.80. The company said reported revenue rose 9.00 percent to EUR 7.49 billion. EssilorLuxottica published the figures after the market close on October 20.

Revenue growth stays broad

The latest quarter showed a clear split between the companys consumer-facing activities and professional sales. Direct-to-consumer revenue increased 10.60 percent at constant exchange rates, with comparable-store sales up 6.80 percent. Professional Solutions grew 3.40 percent, giving the group a quantified growth engine alongside its retail network.

For the first nine months of 2026, revenue reached EUR 22.30 billion, up 6.80 percent at current exchange rates and 8.90 percent at constant exchange rates. That cumulative performance is stronger than the reported quarterly rate on a constant-currency basis, but it also keeps the comparison with the prior year visible. The companys traditional Eyecare and Medtech business grew more than 6.00 percent in the quarter and year to date, according to the same EssilorLuxottica release.

What does wearables growth mean?

Wearables revenue rose 20.00 percent in the third quarter, while the myopia-management portfolio increased 24.00 percent. Those figures show why connected eyewear and vision-care products remain central to the growth narrative, even as professional sales expanded at 3.40 percent. A separate report by Deutsche Boerse said analysts had expected constant-currency growth of 6.30 percent, placing the 7.20 percent result above consensus.

Analyst targets remain divided

Analyst views still point to a wide valuation debate. BofA Securities cut its target from EUR 237.00 to EUR 205.00 on October 9, 2026, while maintaining a Buy rating, according to Investing.com. DZ Bank subsequently lowered its fair value from EUR 275.00 to EUR 210.00 on October 21, 2026, while retaining a Buy rating, as reported by finanzen.ch.

Stock trades below the Xetra close

The market reaction is more restrained than the revenue figures. At EUR 171.98, the Lang & Schwarz quote is EUR 1.82 below the EUR 173.80 Xetra close of October 21, 2026, a decline of 1.05 percent. The primary-market 52-week range is EUR 138.30 to EUR 323.80, while market capitalization is EUR 79.1 billion as of October 22, 2026.

The further course of trading is shown by the continuously updated real-time quote of EssilorLuxottica stock.