EssilorLuxottica SA (ESL) Price & Analysis
ESL Stock Chart & Stats
- Day’s Range
- EUR 178.55 - EUR 186.25
- 52-Week Range
- EUR 138.35 - EUR 323.50
- Previous Close
- EUR 178.20
- Volume
- 3,521
- Average Volume (3M)
- 3,622
- Market Cap
- EUR 85.34B
- Enterprise Value
- EUR 90.29B
- Total Cash (Recent Filing)
- EUR 1.93B
- Total Debt (Recent Filing)
- EUR 15.32B
- Price to Earnings (P/E)
- 34.1
- Beta
- 0.68
- Next Earnings
- Feb 17, 2027
- EPS Estimate
- 3.41
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 2.17%
Bulls Say, Bears Say
Bulls Say
Vertical Integration
EssilorLuxottica controls multiple stages of the eyewear value chain, from product development and manufacturing through distribution and retail. This structure supports cross-selling, improves product availability, captures value across channels, and can reinforce customer reach over the next several quarters.
Resilient Revenue And Margins
Steady revenue growth alongside consistently high gross margins indicates durable demand and a meaningful ability to retain value from sales. Although growth is moderate, this combination provides a stable earnings base and supports continued investment in brands, products, and distribution.
Improving Cash Generation
The recent improvement in operating and free cash flow strengthens the company’s ability to fund operations, investment, and shareholder returns internally. Consistent cash generation also gives the vertically integrated group greater flexibility to support growth without relying solely on external financing.
Bears Say
2025 Margin Softening
The 2025 decline in operating and EBITDA margins shows that recent revenue growth has not translated fully into expanding operating profitability. If this pressure persists, it could limit earnings growth, reduce the benefit of scale, and weaken the durability of returns from the business model.
Higher Debt
Although leverage remains reasonable, the increase in debt during 2025 moves the balance-sheet trajectory in a less favorable direction. Higher borrowings can reduce financial flexibility and leave fewer resources available for investment, acquisitions, or shareholder distributions if conditions weaken.
Cash Conversion Gap
Free cash flow below accounting earnings indicates that not all reported profit is converting into immediately available cash, reflecting working-capital or investment drag identified in the pack. Uneven conversion can constrain funding flexibility and make earnings quality less robust across cycles.
EssilorLuxottica SA News
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Company Description
EssilorLuxottica SA
EssilorLuxottica S.A., established in Paris, France, in 1849, is a global enterprise dedicated to the design, production, and distribution of a wide range of ophthalmic products, including corrective lenses, eyewear frames, and sunglasses. The company extends its reach across North America, Europe, Latin America, Asia, Oceania, and Africa. Its operations are structured into five key divisions: Wholesale, Retail, Lenses and Optical Instruments, Equipment, and Sunglasses and Readers. The Wholesale division handles the manufacturing and large-scale distribution of luxury and performance eyewear. Conversely, the Retail segment is responsible for the direct sale of these premium and athletic vision products to consumers. The Lenses and Optical Instruments segment offers an extensive portfolio of advanced lens technologies, including Varilux progressive lenses, Crizal anti-reflective and anti-smudge coatings, Transitions photochromic lenses (featuring the latest Signature Gen 8), Eyezen lenses optimized for digital screen users, and Xperio polarized sun lenses, alongside corrective lens brands under license such as Nikon and Kodak. This segment also provides essential equipment like lens edging and mounting tools for opticians and laboratories, as well as optometry instruments for eye care professionals, educational bodies, military, and other organizations, while also developing digital platforms for online optical sales. The Equipment division supplies sophisticated digital surfacing and lens coating machinery to prescription laboratories, integrated optical networks, and lens manufacturers worldwide. Finally, the Sunglasses and Readers segment focuses on non-prescription eyewear, offering a diverse collection of sunglasses and reading glasses through various owned brands like Foster Grant, Magnivision, and Ryders Eyewear; licensed brands including Reebok, Steve Madden, Marvel, and Disney; and regional labels such as Bolon and Mujosh. EssilorLuxottica maintains a substantial operational network, encompassing 490 prescription laboratories and edging-mounting facilities. The company, initially known as Essilor International Société Anonyme, adopted its current name in October 2018.
- Sector
- General
- Industry
- Medical - Instruments & Supplies
- CEO
- Francesco Milleri
- Employees
- 213,909
- Website
- www.essilorluxottica.com
- Address
- 1-5 rue Paul CEzanne, Paris, IF, 75008, FR
EssilorLuxottica SA (ESL) Earnings & Revenues
ESL Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 13 | 2 | 7 |
| Technical Analysis | 2 | 2 | 6 |
| Moving Averages | 11 | 0 | 1 |