EssilorLuxottica Hits Record Highs Driven by Ray-Ban Meta Smart Glasses

Optical giant EssilorLuxottica has reached an all-time high on the stock market after reporting stellar quarterly results fueled by the booming success of its Ray-Ban Meta smart glasses, developed in partnership with Meta Platforms.

On October 17, shares surged by 14 %, adding more than $20 billion in market value. In its third-quarter 2025 report, the company announced revenues of €6.87 billion, representing an 11.7 % growth at constant exchange rates — its strongest performance on record.

Analysts credit much of this momentum to the smart wearable segment, which has evolved from a niche experiment into a core driver of growth. Sales of Ray-Ban Meta glasses exceeded all expectations, contributing more than four percentage points to the group’s overall revenue increase.

Market sources estimate that EssilorLuxottica could close 2025 with nearly €1 billion in revenue from this product line alone, consolidating its position as the global leader in optical technology. The company has already announced plans to expand production capacity to 10 million units annually by 2026, anticipating continued demand growth.

This performance underscores the powerful fusion of fashion, technology, and functionality, a space where EssilorLuxottica has clearly set the standard. The Ray-Ban Meta line — equipped with integrated cameras, voice commands, and direct social-media connectivity — is redefining the category of intelligent luxury accessories.

With these results, EssilorLuxottica not only strengthens its leadership in the optical industry but also signals the dawn of a new era — one where luxury and artificial intelligence look each other in the eye.