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EssilorLuxottica: Q3/9M 2025 Revenue - Revenue up 11.7% in the third q...
EssilorLuxottica: Q3/9M 2025 Revenue - Revenue up 11.7% in the third quarter, best quarterly performance ever for the Group Revenue up 11.7% in the third quarter Best quarterly performance ever for the Group Group’s revenue +11.7% in the third quarter at constant exchange rates1, +8.8% in the nine monthsWearables major boost, enlarging the portfolio with a strong pipeline of product innovationVision care and sunglasses growing 5% at constant exchange rates1 and perimeterNorth America and EMEA up double digits in both PS and DTC channelsStellest supported by strong clinical results, “de no...
EssilorLuxottica: Chiffre d'affaires T3/9M 2025 - Chiffre d'affaires e...
EssilorLuxottica: Chiffre d'affaires T3/9M 2025 - Chiffre d'affaires en hausse de 11,7 % au T3, meilleure performance trimestrielle du Groupe depuis sa création Chiffre d'affaires en hausse de 11,7 % au T3Meilleure performance trimestrielle du Groupe depuis sa création Chiffre d'affaires T3 du Groupe à +11,7 % à taux de change constants1, +8,8 % sur les neuf premiers moisForte contribution des lunettes avec IA, une gamme en expansion et un solide pipeline d'innovation produitCatégories Optique et Solaire à +5 % à taux de change constants1 et à périmètre constantCroissance à deux chiffres d...
EssilorLuxottica: Fatturato del terzo trimestre e dei nove mesi 2025 -...
EssilorLuxottica: Fatturato del terzo trimestre e dei nove mesi 2025 - Fatturato in crescita dell'11,7% nel terzo trimestre, il Gruppo registra la miglior performance trimestrale di sempre Fatturato in crescita dell'11,7% nel terzo trimestre Il Gruppo registra la miglior performance trimestrale di sempre Fatturato del terzo trimestre a +11,7% a cambi costanti1, +8,8% nei nove mesiWearable in forte crescita, con un portafoglio in espansione supportato da una solida pipeline di innovazione di prodottoI business vista e sole in crescita del 5% a perimetro e cambi costanti1 Nord America ed EM...
- Ahmed Ben Salem
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
RI PERNOD RICARD SA
WTB WHITBREAD PLC
ABB ABB LTD.
SRT3 SARTORIUS AG PREF
NESN NESTLE S.A.
ENI ENI S.P.A.
REP REPSOL SA
NEM NEMETSCHEK SE
DIM SARTORIUS STEDIM BIOTECH SA
ANDR ANDRITZ AG
VACN VAT GROUP AG
ASML ASML HOLDING NV
BP. BP P.L.C.
FDJ LA FRANCAISE DES JEUX SA
CPR DAVIDE CAMPARI-MILANO N.V.
SHEL SHELL PLC
- Ahmed Ben Salem
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
RI PERNOD RICARD SA
WTB WHITBREAD PLC
ABB ABB LTD.
SRT3 SARTORIUS AG PREF
NESN NESTLE S.A.
ENI ENI S.P.A.
REP REPSOL SA
NEM NEMETSCHEK SE
DIM SARTORIUS STEDIM BIOTECH SA
ANDR ANDRITZ AG
VACN VAT GROUP AG
ASML ASML HOLDING NV
BP. BP P.L.C.
FDJ LA FRANCAISE DES JEUX SA
CPR DAVIDE CAMPARI-MILANO N.V.
SHEL SHELL PLC
- Martin Marandon-Carlhian
- Stephane Houri
- Guy Sips
- Hilde Van Boxstael
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Wim Lewi
- Thibault Leneeuw
ASML China headwinds vs A.I. tailwinds, High NA dynamics
In this note, we provide additional context on the results and outlook. This with a focus on China, AI and High NA EUV dynamics for both Memory and Logic. As previously stated, CSS expectations for High NA remain too high and are likely to be revised downward. We also provide a framework for the expected 4Q25 bookings. Our analysis indicates a 5.2% y/y headwind in 2026 due to the expected China dynamics. We put this in perspective compared to the tailwind from AI. Our adjustments result in an in...
- James Ratzer
- Martin Marandon-Carlhian
- Stephane Houri
EssilorLuxottica acquires RetinAI, accelerating transformative AI and ...
EssilorLuxottica acquires RetinAI, accelerating transformative AI and data-powered eye health solutions EssilorLuxottica acquires RetinAI,accelerating transformative AI and data-powered eye health solutions Paris, France (15 October 2025) – EssilorLuxottica announces the acquisition of Ikerian AG, a health technology company, operating under the RetinAI brand, specializing in AI and data management in eyecare. This move reinforces the Group’s med-tech journey, adding advanced software powered by machine learning and computer vision. These solutions streamline clinical, research and pharmac...
EssilorLuxottica acquiert RetinAI, accélérant dans les solutions trans...
EssilorLuxottica acquiert RetinAI, accélérant dans les solutions transformatrices de santé de l’œil portées par l'IA et la data EssilorLuxottica acquiert RetinAI, accélérant dans les solutions transformatrices de santé de l’œil portées par l'IA et la data Paris, France (15 octobre 2025) – EssilorLuxottica annonce l'acquisition d'Ikerian AG, une entreprise experte en technologies de santé opérant sous la marque RetinAI, spécialisée dans l'IA et la data. Cette opération renforce la trajectoire med-tech du Groupe, avec des logiciels avancés utilisant des technologies de machine learning et de...
EssilorLuxottica acquisisce RetinAI e accelera sullo sviluppo di soluz...
EssilorLuxottica acquisisce RetinAI e accelera sullo sviluppo di soluzioni per la salute degli occhi basate su IA e data science EssilorLuxottica acquisisce RetinAI e accelera sullo sviluppodi soluzioni per la salute degli occhi basate su IA e data science Parigi, Francia (15 ottobre 2025) – EssilorLuxottica annuncia l'acquisizione di Ikerian AG, società che opera con il marchio RetinAI, attiva nell’ambito delle tecnologie medicali e specializzata in IA e gestione dei dati per il settore ottico. L’operazione rafforza la strategia med-tech del Gruppo, integrando software avanzati basati su ...
- Alvaro del Pozo
- Emira Sagaama
- Robert Jan Vos
- Thomas Zlowodzki
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
GFC GECINA SA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
EN BOUYGUES SA
RXL REXEL SA
AMUN AMUNDI SA
BLND BRITISH LAND COMPANY PLC
CARL B CARLSBERG A/S CLASS B
AIR AIRBUS SE
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
ASML ASML HOLDING NV
VK VALLOUREC SA
TEN TENARIS S.A.
- Emira Sagaama
- Robert Jan Vos
- Thomas Zlowodzki
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
GFC GECINA SA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
EN BOUYGUES SA
RXL REXEL SA
AMUN AMUNDI SA
BLND BRITISH LAND COMPANY PLC
CARL B CARLSBERG A/S CLASS B
AIR AIRBUS SE
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
ASML ASML HOLDING NV
VK VALLOUREC SA
TEN TENARIS S.A.
- Martin Marandon-Carlhian
- Stephane Houri
- Martin Marandon-Carlhian
- Stephane Houri
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- ING Helpdesk
Benelux Morning Notes
ABN AMRO: Pre-close 3Q: HAL inclusion. Ahold Delhaize: Peer Albertsons 2Q25/26 results. AMG: Lithium supply deal with Beijing Easpring. ASML: 3Q25 results supportive. Barco: 3Q25 trading update inline, surprise buyback. Belgian telcos: Start of the market test for cooperation agreement in Flanders. CM.com: Preview 3Q25 trading update. NSI: Vacancy increase as expected, marginal guidance update. Staffing sector: PageGroup 3Q25 trading update. Zabka: 3Q25 Preview - Like-for-Like(...
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