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EssilorLuxottica Posts Record 2025 Sales on AI Glasses Surge, Sets New Five-Year Outlook

Management cites U.S. tariffs alongside an AI‑glasses revenue mix as margin headwinds.

Overview

  • Group revenue reached €28.491 billion for 2025, up 11.2% at constant currencies, with fourth‑quarter sales rising 18.4%.
  • The company sold more than 7 million AI glasses in 2025 across brands and geographies.
  • Adjusted operating margin stood at 16.0% at constant currencies, with reported gross margin pressured by U.S. tariffs and the product mix of AI glasses.
  • Free cash flow hit a record €2.8 billion, and the board proposed a €4 per‑share dividend with an option to receive shares.
  • The board updated its five‑year outlook, projecting solid revenue growth broadly aligned with adjusted operating profit, as myopia‑management solutions grew 22% and Nuance Audio expanded to 12 markets and 15,000 stores.