LVMH Moet Hennessy Louis Vuitton SE
LVMHF
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+ FollowMarket Cap$292.51B
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Earnings Call Q1 2026
April 14, 2026 - AI Summary
Quarterly Performance Overview: LVMH reported Q1 2026 revenues of EUR 19.1 billion, reflecting a 1% organic growth rate year-over-year (YoY). However, a strong euro led to a 6% decline on a reported basis, evidencing ongoing currency impact, particularly affecting tourist sales in Europe.
Geographic Revenue Trends: Asia, particularly excluding Japan, saw a robust organic growth of 7%, driven by improved consumer sentiment and demand. In contrast, Europe and Japan faced declines of 3%, significantly due to weaker tourist consumption. The US showed improved sequential growth of 3%, supported by the Watches & Jewelry, Fashion & Leather Goods, and Selective Distribution sectors.
Challenges Due to Middle East Conflict: The ongoing conflict in the Middle East negatively impacted growth by 1 percentage point, particularly noticeable in March when demand decreased by 30-70% in certain markets. Despite initial fears, there’s a suggestion that the long-term wealth in the area remains intact, potentially leading to a future rebound.
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$440.84
25.8% downside
Current Fair Value
25.8% downsideOvervalued by 25.8% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $292.51 Billion |
|---|---|
| Enterprise Value | $336.01 Billion |
| Dividend Yield | $15.18 (2.55%) |
| Earnings per Share | $21.85 |
| Beta | 0.84 |
| Outstanding Shares | 496,391,000 |
Return
| Return on Equity | 34.73% |
|---|---|
| Return on Assets | 16.50% |
| Return on Invested Capital | 32.54% |
Valuation & Multiples
| P/E Ratio | 23.36 |
|---|---|
| PEG | -1175.97 |
| Price to Sales | 1.78 |
| Price to Book Ratio | 4.3 |
| Enterprise Value to Revenue | 2.03 |
| Enterprise Value to EBIT | 9.26 |
| Enterprise Value to Net Income | 14 |
| Total Debt to Enterprise | 0.15 |
| Debt to Equity | 0.74 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
January 27, 2026
EPS Estimate
$11.76
Average shareholder expectationRevenue Estimate
$48.21 B
Average shareholder expectationNext Earnings Call
Expected Date
July 28, 2026
EPS Estimate
$12.56
Average shareholder expectationRevenue Estimate
$44.60 B
Average shareholder expectationInstitutional Sentiment (Put/Call)
No data available for the latest quarter.
Institutional Ownership
No data available for the latest quarter.
ESG Score
No data
About LVMH Moët Hennessy Louis Vuitton SE
CEO: Bernard Arnault / Antonio Federico Belloni LVMH Moët Hennessy Louis Vuitton SE engages in the manufacture of luxury goods. It operates through the following business segments: Wines & Spirits, Fashion & Leather Goods, Perfumes & Cosmetics, Watches & Jewelry, Selective Retailing, ...