Essilorluxottica Sa · EURONEXT:EL
Essilorluxottica Sa — Q3 2025 Earnings Presentation
13 slides from Essilorluxottica Sa's earnings presentation, Oct 16, 2025
Slide 1: Q3 Revenue 2025
Q3 Revenue 2025 October 16, 2025
Slide 2: Financial Highlights
Financial Highlights • Group’s revenue +11.7% in the third quarter at constant exchange rates, +8.8% in the nine months • Wearables major boost, enlarging the portfolio with a strong pipeline of product innovation • Vision care and sunglasses growing 5% at constant exchange rates and perimeter • Nor
Slide 3: Q3 Revenue 2025
Q3 Revenue 2025 3
Slide 4: Revenue Growth
Revenue Growth Constant Current exchange rates exchange rates Q3 2025 vs 2024 Group Revenue +11.7% +6.7% 9M 2025 vs 2024 Group Revenue +8.8% +5.9% Q3 Revenue 2025 4
Slide 5: Ultra Dynamic Light Intelligent Lenses
ULTRA DYNAMIC LIGHT INTELLIGENT LENSES
Slide 6: Q3 revenue by segment, 2025 vs 2024
Q3 revenue by segment, 2025 vs 2024 Change at constant Change at current € million Q3 2025 Q3 2024 exchange rates exchange rates Professional Solutions 3,223 3,017 +11.9% +6.8% Direct To Consumer 3,644 3,420 +11.6% +6.5% Total Revenue 6,867 6,437 +11.7% +6.7% Q3 Revenue 2025 6
Slide 7: Q3 revenue by region, 2025 vs 2024
Q3 revenue by region, 2025 vs 2024 Change at constant Change at current € million Q3 2025 Q3 2024 exchange rates exchange rates North America 2,996 2,854 +12.1% +5.0% EMEA 2,694 2,433 +12.7% +10.7% Asia-Pacific 822 794 +10.5% +3.5% Latin America 355 356 +5.2% -0.4% Total Revenue 6,867 6,437 +11.7% +
Slide 8: Ultra Dynamic Light Intelligent Lenses
ULTRA DYNAMIC LIGHT INTELLIGENT LENSES
Slide 9: Nine-month revenue by segment, 2025 vs 2024
Nine-month revenue by segment, 2025 vs 2024 Change at constant Change at current € million 9M 2025 9M 2024 exchange rates exchange rates Professional Solutions 9,788 9,430 +6.6% +3.8% Direct To Consumer 11,103 10,297 +10.7% +7.8% Total Revenue 20,891 19,727 +8.8% +5.9% Q3 Revenue 2025 9
Slide 10: Nine-month revenue by region, 2025 vs 2024
Nine-month revenue by region, 2025 vs 2024 Change at constant Change at current € million 9M 2025 9M 2024 exchange rates exchange rates North America 9,180 8,827 +7.2% +4.0% EMEA 8,098 7,402 +10.5% +9.4% Asia-Pacific 2,523 2,383 +9.5% +5.9% Latin America 1,090 1,115 +7.6% -2.3% Total Revenue 20,891
Slide 11: Q3 Revenue 2025
Q3 Revenue 2025 11
Slide 12: Store Count
Store Count As of September 30, 2025 As of December 31, 2024 North America 3,808 3,835 EMEA 6,051 5,972 Asia-Pacific 1,675 1,598 Latin America 2,127 2,132 Total Corporate Stores 13,661 13,537 Franchising & Licensing 4,031 4,101 Total Store Count 17,692 17,638 Q3 Revenue 2025 12
Slide 13: Thank you.
EssilorLuxottica Thank you. Hey Meta, tell me my stats __ [ill