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    Should Strong Revenue Growth Require Action From EssilorLuxottica (ENXTPA:EL) Investors?

    Simply Wall St·10/31/2026 14:40:45
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    • EssilorLuxottica Société anonyme reported past third quarter 2026 consolidated revenue of €7,486 million and nine month revenue of €22,304 million, with both periods showing year on year growth at constant and current exchange rates.
    • The scale of this revenue performance highlights how EssilorLuxottica Société anonyme continues to generate substantial sales across its combined lenses, frames and broader vision care activities.
    • We will look at how EssilorLuxottica Société anonyme's investment narrative is shaped by this strong third quarter revenue performance.
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    EssilorLuxottica Société anonyme Investment Narrative Recap

    To hold EssilorLuxottica Société anonyme, an investor needs to believe the group can keep expanding beyond classic eyewear while protecting margins in its lens and retail engine. The recent third quarter revenue of €7,486 million and nine month figure of €22,304 million support that view of a broad, resilient business mix across lenses, frames and services.

    The key short term catalyst remains execution on wearables, myopia products and MedTech without diluting earnings quality. Governance is the largest near term risk. The high profile family dispute around Delfin and criticism of the current leadership could distract management if it spills further into operations, although the trading statement itself is not materially affected.

    The most relevant announcement is the third quarter and nine month 2026 trading update. It shows group revenue of €7,486 million for the quarter, up 7.2% at constant exchange rates and 9.0% at current exchange rates versus the same period in 2025, and €22,304 million for the first nine months, up 6.8% reported and 8.9% at constant exchange rates.

    For you as a shareholder, those numbers matter because the whole EssilorLuxottica Société anonyme story leans on steady lens and frame demand that funds heavier investment in smart eyewear and eye health. Consistent top line progress can give the company room to absorb pressure from smart glasses margins and any noise around governance while still supporting its broader product and geographic plans.

    EssilorLuxottica Société anonyme's current analyst script points to forecast revenue of €36.1b and earnings of €3.7b by 2029, based on an assumed 7.3% yearly revenue growth rate and an earnings increase of about €1.2b from roughly €2.5b today.

    Uncover why EssilorLuxottica Société anonyme's fair value indicates a 17% potential upside to its current price that could narrow quickly.

    ENXTPA:EL 1-Year Stock Price Chart
    ENXTPA:EL 1-Year Stock Price Chart

    Exploring Other Perspectives

    One alternative angle focuses on EssilorLuxottica Société anonyme's medtech and oculomics push as a cost problem rather than a growth engine. The most cautious analysts were pencilling in revenue of about €35.7b and earnings of €2.8b by 2029, far below the bullish €4.7b earnings view, before this trading update. These views may shift once the new revenue data is fully absorbed. Treat this as a moment to compare several narratives rather than assume one side is right.

    Explore 7 other EssilorLuxottica Société anonyme fair value estimates, including one that suggests as much as 25% downside from the current price.

    Form Your Own Verdict

    Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so trust your own analysis and judgment.

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