Meta smart glasses drive more than a third of EssilorLuxottica's Q3 2025 growth

EssilorLuxottica reported overall Q3 2025 revenue growth of 11.7%, of which more than 4 percentage points came from its Wearables division, which handles the Meta smart glasses partnership. The company said Meta-branded smart glasses accounted for more than a third of its total growth in the quarter. Because of the 'further acceleration' of the smart glasses business, EssilorLuxottica said it would bring forward its production ramp, expecting to hit a 10-million-unit annual production rate earlier than the original end-of-2026 target.