EssilorLuxottica - ADR

EssilorLuxottica - ADR

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Market Cap$97.06B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
EssilorLuxottica - ADREssilorLuxottica - ADR36.62.19%12%1.80.4

Earnings Call Q2 2025

July 28, 2025 - AI Summary

Strong Revenue Growth: EssilorLuxottica reported a 7.3% revenue growth at constant currency for H1 2025, with significant momentum across all regions. North America grew by 5.5%, Europe by 9.1%, and Asia-Pacific by 8%, indicating a balanced performance across markets. This consistent growth reflects the success of new product introductions and retail strategies.
Expansion in Wearables and MedTech: The company is investing heavily in MedTech and smart eyewear. The recent acquisition of Optegra Eye Clinics and the launch of Oakley Meta and Ray-Ban Meta smart glasses position EssilorLuxottica for long-term growth in innovative healthcare solutions. This focuses on leveraging AI and data collection for enhancing eye health and overall wellness.
Positive Operational Margins: Despite inflationary pressures and tariffs, EssilorLuxottica maintained a stable adjusted operating margin year-over-year, with effective cost management contributing to the resilience. Operating expenditures (OpEx) decreased by 70 basis points, demonstrating the company's efficiency in controlling costs while continuing to invest in innovation.

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$95.16

Current Fair Value

10.8% downside

Overvalued by 10.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$97.06 Billion
Enterprise Value$110.56 Billion
Dividend Yield$2.35 (2.19%)
Earnings per Share$2.42
Beta0.53
Outstanding Shares926,453,000

Return

Return on Equity12.01%ROE
Return on Assets7.31%
Return on Invested Capital13.19%

Valuation & Multiples

P/E Ratio36.56P/E Ratio
PEG-498.67PEG
Price to Sales1.81Price to Sales
Price to Book Ratio2.54Price to Book Ratio
Enterprise Value to Revenue2.01
Enterprise Value to EBIT16.2
Enterprise Value to Net Income23
Total Debt to Enterprise0.15
Debt to Equity0.44Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
February 11, 2026
EPS Estimate
$1.57
Average shareholder expectation
Revenue Estimate
$16.31 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 28, 2026
EPS Estimate
$2.06
Average shareholder expectation
Revenue Estimate
$17.52 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.00000%
Total Calls-
Total Puts-

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %0.01% 0.00%
Total Invested$5.32M 31.06%
Investors Holding10 7.00%

ESG Score

No data

About EssilorLuxottica

Relevant Senate Committees

Joint Committee on Taxation

This committee's analysis and 'scoring' of tax legislation directly influences corporate tax rates, capital investment credits, and other tax policies that significantly impact EssilorLuxottica's financial performance and strategic decisions.

Finance

This committee's control over taxation (corporate tax policy), trade (tariffs on components or finished goods), and entitlement spending (Medicare/Medicaid coverage for eyewear) directly impacts EssilorLuxottica's profitability, supply chain, and market access.

Appropriations

This committee directly allocates federal spending. Its decisions on funding for the VA, DOD, or NIH (for research into vision-related issues) could directly impact demand for EssilorLuxottica's products and research opportunities.

Health, Education, Labor, and Pensions

The committee's jurisdiction over health policy, including medical device regulation (FDA), and labor laws directly impacts manufacturing costs, product approvals, and the overall healthcare market for ophthalmic goods.

Judiciary

This committee's oversight of antitrust laws and intellectual property is highly relevant to EssilorLuxottica, a large entity in a potentially consolidated industry. Antitrust reviews of future acquisitions or IP protections are critical.

Veterans' Affairs

As a manufacturer of ophthalmic goods, EssilorLuxottica likely supplies products to government healthcare providers, including the VA. Funding and policy decisions from this committee directly impact demand and contracts.