EssilorLuxottica reported third-quarter 2026 revenue of €7.49 billion, up 9.0% from a year earlier and ahead of the €7.35 billion consensus estimate. Revenue increased 7.2% at constant exchange rates, supported by direct-to-consumer sales, strong demand for smartglasses produced with Meta Platforms and a 20% increase in wearables revenue. Direct-to-consumer revenue rose 10.6% at constant currency to €4.09 billion, while Professional Solutions increased 3.4% to €3.39 billion. Asia-Pacific led regional growth, and the company said its wearables portfolio was being strengthened by new AI glasses launches and the rollout of Nuance Audio Plus.