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EssilorLuxottica Sees 18% Revenue Surge from AI Glasses

2/12/2026

Summary

Story summary

EssilorLuxottica Group posted an 18% rise in fourth-quarter revenue to €7.6 billion, driven by AI-powered glasses.
The company sold over 7 million smart glasses in 2025, exceeding analysts' expectations.
Profit margins may be squeezed by rapid production scaling, while the company targets five-year growth.
North America sales rose 24%, while Europe and Asia grew over 10%.
EssilorLuxottica is in talks with Meta to potentially double AI-glasses production capacity.

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Story summary

EssilorLuxottica Group posted an 18% rise in fourth-quarter revenue to €7.6 billion, driven by AI-powered glasses.
The company sold over 7 million smart glasses in 2025, exceeding analysts' expectations.
Profit margins may be squeezed by rapid production scaling, while the company targets five-year growth.
North America sales rose 24%, while Europe and Asia grew over 10%.
EssilorLuxottica is in talks with Meta to potentially double AI-glasses production capacity.