Essilorluxottica Sa · EURONEXT:EL
Essilorluxottica Sa — Q3 2026 Earnings Presentation
16 slides from Essilorluxottica Sa's earnings presentation, Oct 20, 2026
Slide 1: Q3 2026 Revenue
Q3 2026 Revenue October 20, 2026
Slide 2: Financial Highlights
Financial Highlights • Group revenue +9.0% to Euro 7,486 million in Q3, +7.2% at constant exchange rates 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 exchange rates • Direct to Consumer up 10.6% in Q3
Slide 3: Revenue Growth
Revenue Growth Constant Current exchange rates exchange rates Q3 2026 vs 2025 Group Revenue +7.2% +9.0% 9M 2026 vs 2025 Group Revenue +8.9% +6.8% Q3 2026 Revenue 3
Slide 4: Q3 2026 Revenue
Q3 2026 Revenue 4
Slide 5: Q3 revenue by segment, 2026 vs 2025
Q3 revenue by segment, 2026 vs 2025 Change at constant Change at current € million Q3 2026 Q3 2025 exchange rates exchange rates Professional Solutions 3,393 3,223 +3.4% +5.3% Direct to Consumer 4,093 3,644 +10.6% +12.3% TOTAL REVENUE 7,486 6,867 +7.2% +9.0% Q3 2026 Revenue 5
Slide 6: Q3 revenue by region, 2026 vs 2025
Q3 revenue by region, 2026 vs 2025 Change at constant Change at current € million Q3 2026 Q3 2025 exchange rates exchange rates North America 3,201 2,996 +4.7% +6.8% EMEA 2,890 2,694 +7.5% +7.3% Asia-Pacific 979 822 +15.7% +19.1% Latin America 415 355 +7.1% +17.0% TOTAL REVENUE 7,486 6,867 +7.2% +9.
Slide 7: Q3 2026 Revenue
OLIVER PEOPLES LOS ANGELES
Slide 8: Nine-month revenue by segment, 2026 vs 2025
Nine-month revenue by segment, 2026 vs 2025 Change at constant Change at current € million 9M 2026 9M 2025 exchange rates exchange rates Professional Solutions 10,210 9,788 +6.3% +4.3% Direct to Consumer 12,095 11,103 +11.1% +8.9% TOTAL REVENUE 22,304 20,891 +8.9% +6.8% Q3 2026 Revenue 8
Slide 9: Nine-month revenue by region, 2026 vs 2025
Nine-month revenue by region, 2026 vs 2025 Change at constant Change at current € million 9M 2026 9M 2025 exchange rates exchange rates North America 9,575 9,180 +8.2% +4.3% EMEA 8,676 8,098 +8.3% +7.1% Asia-Pacific 2,832 2,523 +14.1% +12.2% Latin America 1,221 1,090 +6.8% +12.1% TOTAL REVENUE 22,30
Slide 10: Q3 2026 Revenue
Q3 2026 Revenue 10
Slide 11: Revenue by category
Revenue by category 2024 2025 2026 € million FY Q1 Q2 Q3 Q4 FY Q1 Q2 Q3 9M Eyecare & Medtech 26,138 6,744 6,977 6,465 6,509 26,695 6,722 7,322 7,000 21,043 Change at constant +4.8% +6.2% +5.2% +7.3% +4.1% +5.7% +6.0% +6.4% +6.5% +6.3% exchange rates % Wearables * 370 104 198 402 1,091 1,796 405 370
Slide 12: Store Count
Store Count As of September 30, 2026 As of December 31, 2025 North America 3,923 3,814 EMEA 5,987 6,046 Asia-Pacific 3,632 1,682 Latin America 2,153 2,142 Total Corporate Stores 15,695 13,684 Franchising & Licensing 4,014 4,066 Total Store Count 19,709 17,750 Q3 2026 Revenue 12
Slide 13: Strictly confidential - for internal use only. Do not share or forward.
Strictly confidential - for internal use only. Do not share or forward.
Slide 14: EssilorLuxottica
EssilorLuxottica
Slide 15: Celebrating World Sight Day across the world
| Celebrating World Sight Day across the world On World Sight Day alone (October 8), we conducted more than 14,500 vision screenings and provided over 8,000 pairs of glasses across many of the regions where the Foundation actively operates. More than 480 employees volunteered on this day.
Slide 16: Celebrating World Sight Day across the world
| Celebrating World Sight Day across the world Yunnan, China Zambia, Africa Volunteers traveled to remote schools in Yunnan Community screening in partnership with Zambia province with professional equipment and expert Flying Doctor Service across multiple cities eye-examination skills Bengaluru, In