EssilorLuxottica's AI glasses and hearing glasses grew revenue 20% in the third quarter

EssilorLuxottica's AI glasses and hearing glasses grew revenue 20% in the third quarter

Revenue from EssilorLuxottica's wearables grew 20% in the third quarter of 2026. The category covers its AI glasses, made with Meta, and its Nuance Audio hearing glasses.

Front view of shiny black Ray-Ban Meta (Gen 3) Zena glasses with clear lenses, a camera at one outer corner and an LED at the other

Ray-Ban Meta (Gen 3) glasses, one of the AI glasses lines EssilorLuxottica makes with Meta. Image: Meta

The figure comes from the company's third-quarter results, published on October 20. EssilorLuxottica gives the growth rate at constant exchange rates, with no euro amount or unit count for wearables.

The whole group earned €7,486 million in the quarter, up 9% on last year

Group revenue reached €7,486 million between July and September. That is 9% more than a year earlier, or 7.2% at constant exchange rates. Over the first nine months, revenue came to €22,304 million.

Glossy black cat-eye Meta Glasses with dark lenses and a camera at each outer corner

A pair from the Meta Glasses line, which EssilorLuxottica also manufactures. Image: Meta

Other parts of the business also grew. Direct-to-consumer sales rose 10.6%, and myopia management products grew 24%.

Wearables still sit inside a much larger eyewear business. Chairman and CEO Francesco Milleri and Deputy CEO Paul du Saillant said eyecare, eyewear and medtech grew more than 6%, while wearables grew 20%, "confirming the strong momentum behind this emerging category we continue to lead."

The 20% is one figure for two different products. EssilorLuxottica does not split the AI glasses from Nuance Audio, so the result says nothing on its own about Ray-Ban Meta or Oakley Meta sales.

Ray-Ban Meta Audio glasses in the Clubmaster style, shiny black with clear lenses, shown front-on against a white background and labelled Ray-Ban Meta Audio Clubmaster

Ray-Ban Meta Audio Clubmaster glasses from Meta's September line-up. Image: Meta

New AI glasses and Nuance Audio Plus are meant to carry the holiday quarter

The two executives said new AI glasses launches and the rollout of Nuance Audio Plus will strengthen the range "as we head into the holiday season." They did not name the new glasses.

Nuance Audio Plus launched in mid-September. In the US, Nuance Audio Plus starts at $829.

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