Slides
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Q3 2026 Revenue October 20, 2026
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Financial Highlights Q3 2026 Revenue 2 • Group revenue +9.0% to Euro 7,486 million in Q3, +7.2% at constant exchange rates on top of double-digit growth of last year • Group revenue +6.8% to Euro 22,304 million in the first nine months of the year, +8.9% at constant exchange rates • Direct to Consumer up 10.6% in Q3 at constant exchange rates, with comparable-store sales at +6.8% • Professional Solutions up 3.4% at constant exchange rates, compared to double-digit growth of last year • All the regions contributing to the Group’s growth, with EMEA DTC and Asia-Pacific up double digits • Traditional business (Eyecare & Medtech) marching at >6% pace in both three and nine months • Myopia management portfolio up 24% in the three and nine months • Wearables (AI glasses and Nuance Audio) up 20% in revenue in Q3 • Nuance Audio Plus launched in mid-September, improving product effectiveness and user experience The presentation should be read together with the press release dated October 20, 2026 available at www.essilorluxottica.com under the Investors tab. All the brands mentioned in this presentation are intended to be trademark protected.
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Revenue Growth 3 +7.2% Constant exchange rates Current exchange rates Group Revenue Q3 2026 vs 2025 +9.0% 9M 2026 vs 2025 +8.9%Group Revenue +6.8% Q3 2026 Revenue
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4 Q3 2026 Revenue
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Q3 revenue by segment, 2026 vs 2025 5 € million Q3 2026 Q3 2025 Change at constant exchange rates Change at current exchange rates Professional Solutions 3,393 3,223 +3.4% +5.3% Direct to Consumer 4,093 3,644 +10.6% +12.3% TOTAL REVENUE 7,486 6,867 +7.2% +9.0% Q3 2026 Revenue
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Q3 revenue by region, 2026 vs 2025 6 € million Q3 2026 Q3 2025 Change at constant exchange rates Change at current exchange rates North America 3,201 2,996 +4.7% +6.8% EMEA 2,890 2,694 +7.5% +7.3% Asia-Pacific 979 822 +15.7% +19.1% Latin America 415 355 +7.1% +17.0% TOTAL REVENUE 7,486 6,867 +7.2% +9.0% Q3 2026 Revenue
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7 Q3 2026 Revenue
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Nine-month revenue by segment, 2026 vs 2025 8 € million 9M 2026 9M 2025 Change at constant exchange rates Change at current exchange rates Professional Solutions 10,210 9,788 +6.3% +4.3% Direct to Consumer 12,095 11,103 +11.1% +8.9% TOTAL REVENUE 22,304 20,891 +8.9% +6.8% Q3 2026 Revenue
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Nine-month revenue by region, 2026 vs 2025 9 € million 9M 2026 9M 2025 Change at constant exchange rates Change at current exchange rates North America 9,575 9,180 +8.2% +4.3% EMEA 8,676 8,098 +8.3% +7.1% Asia-Pacific 2,832 2,523 +14.1% +12.2% Latin America 1,221 1,090 +6.8% +12.1% TOTAL REVENUE 22,304 20,891 +8.9% +6.8% Q3 2026 Revenue
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10 Q3 2026 Revenue
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Revenue by category 11 € million 2024 2025 2026 FY Q1 Q2 Q3 Q4 FY Q1 Q2 Q3 9M Eyecare & Medtech 26,138 6,744 6,977 6,465 6,509 26,695 6,722 7,322 7,000 21,043 Change at constant exchange rates % +4.8% +6.2% +5.2% +7.3% +4.1% +5.7% +6.0% +6.4% +6.5% +6.3% Wearables * 370 104 198 402 1,091 1,796 405 370 486 1,261 TOTAL REVENUE 26,508 6,848 7,175 6,867 7,600 28,491 7,127 7,692 7,486 22,304 Change at constant exchange rates % +6.0% +7.3% +7.3% +11.7% +18.4% +11.2% +10.8% +8.7% +7.2% +8.9% * Including AI glasses and Nuance Audio. Q3 2026 Revenue
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Store Count 12 As of September 30, 2026 As of December 31, 2025 North America 3,923 3,814 EMEA 5,987 6,046 Asia-Pacific 3,632 1,682 Latin America 2,153 2,142 Total Corporate Stores 15,695 13,684 Franchising & Licensing 4,014 4,066 Total Store Count 19,709 17,750 Q3 2026 Revenue
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Strictly confidential - for internal use only. Do not share or forward.
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| Celebrating World Sight Day across the world On World Sight Day alone (October 8), we conducted more than 14,500 vision screenings and provided over 8,000 pairs of glasses across many of the regions where the Foundation actively operates. More than 480 employees volunteered on this day.
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Yunnan, China Volunteers traveled to remote schools in Yunnan province with professional equipment and expert eye-examination skills Bengaluru, India Employees blind walk in collaboration with Educational institution Zambia, Africa Community screening in partnership with Zambia Flying Doctor Service across multiple cities | Celebrating World Sight Day across the world