EssilorLuxottica SA (ESLC) AI Stock Analysis
EssilorLuxottica SA
(Frankfurt:ESLC)
No summary available
EssilorLuxottica SA (ESLC) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 94.11B
- Dividend Yield
- 2.29%
- Average Volume (3M)
- 26
- Price to Earnings (P/E)
- 34.1
- Beta (1Y)
- 0.63
- Revenue Growth
- 7.50%
- EPS Growth
- 3.48%
- Country
- Germany
- Employees
- 203,791
- Sector
- Healthcare
- Sector Strength
- 51
- Industry
- Medical - Instruments & Supplies
EssilorLuxottica SA Business Overview & Revenue Model
Company Description
EssilorLuxottica S.A., established in Paris, France, in 1849, is a prominent global entity in the optical industry. The company specializes in the creation, production, and worldwide distribution of a diverse range of vision products, including ophth...
EssilorLuxottica SA Earnings Call Summary
The call presented a predominately positive operational and financial picture: solid double-digit-like improvements in profitability metrics, strong free cash flow, robust regional momentum (notably Asia Pacific), and clear product and strategic progress in wearables, myopia management and medtech. Management acknowledged localized slowdowns (key accounts in North America, flat France, some EMEA licensing softness), currency and tariff timing uncertainties, and a demanding H2 comparison base. Overall the positives (revenue growth, margin recovery, record cash generation, product pipeline and strategic partnerships) materially outweigh the noted operational and timing risks.
Q2-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Management reiterated its medium‑term guidance of "solid revenue growth at constant currency," noting H1 revenues +9.7% cc (+5.7% reported) and Q2 +8.7% cc (+7.2% reported), while warning of a demanding H2 comparison but expressing confidence in delivering the financial ambition; by region Q2 was North America +7.2% cc, EMEA +8% cc, Asia‑Pacific +17% cc and Latin America +6.7% cc, with the core business up mid‑single‑digit and wearables nearly doubling in Q2 (analyst‑estimated contribution ≈4pp to Q2 growth). Profitability guidance pointed to gross profit accretion (+10bps), operating profit up 80bps at constant currency (50bps reported), net profit up 50bps cc (20bps reported) and operating expenses improving ~80bps of revenue despite continued R&D/medtech investments; free cash flow guidance is underpinned by €1.067bn generated in H1 (strongest in five years, >€100m ahead of prior year). Management also highlighted a net +60bps tariff benefit in H1 (with possible additional refunds in H2), a reduced constant/reported gap to 1.5pp after a ~2.5% USD devaluation in Q2 (potential H2 currency tailwind), and expects continued margin progression, controlled cost/inflation and revenue support from initiatives such as Stellest in ~11,000 US doors, myopia solutions (+25% in H1, >20% quarter‑on‑quarter), wearable rollouts and the Applied Materials partnership.
EssilorLuxottica SA Peers Comparison
Overall Rating
BLCO65Neutral
COO57Neutral
STAA52Neutral
POCI51Neutral
LUCY38Underperform
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| BLCO | 65Neutral | $7.15B | -64.58 | -1.73% | ― | 8.88% | 63.73% |
| COO | 57Neutral | $11.32B | 20.32 | 6.88% | ― | 4.73% | 43.89% |
| STAA | 52Neutral | $1.23B | 306.75 | 1.08% | ― | 51.30% | ― |
| Sector * | 51Neutral | $7.86B | -0.30 | -43.30% | 2.27% | 22.53% | -2.21% |
| POCI | 51Neutral | $51.02M | -10.03 | -23.92% | ― | 65.16% | 45.07% |
| LUCY | 38Underperform | $7.24M | -0.61 | -88.90% | ― | 72.50% | 58.34% |
* Healthcare Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:ESLC | Essilorluxottica (OTC) | 87.50 | -68.00 | -43.73% | |
| COO | Cooper Companies | 59.55 | -10.27 | -14.71% | |
| STAA | Staar Surgical Company | 24.54 | -0.72 | -2.85% | |
| POCI | Precision Optics Corporation, Inc. | 4.65 | 0.46 | 10.98% | |
| BLCO | Bausch + Lomb Corporation | 20.00 | 4.75 | 31.15% | |
| LUCY | Innovative Eyewear, Inc. | 0.83 | -0.88 | -51.46% |
Disclaimer
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