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Ray-Ban Maker's Q3: Smart Glasses +20%, Kids' Myopia Lenses +24%

By James Stone, Founder & Editor-in-Chief · Oct 20, 2026 · Updated Oct 20, 2026 · 2 min read

The glasses got smarter — and the numbers just landed.

EssilorLuxottica, the company behind Ray-Ban and Oakley, reported third-quarter 2026 revenue of €7,486 million on October 20 — up 9.0% year on year (+7.2% at constant currency). Two lines in the release matter more than the headline number.

First: wearables. Revenue from AI glasses and Nuance Audio rose 20% in the quarter. Smart glasses are no longer a press-release category; they're a growth category in their own right at the world's biggest eyewear company, heading into a holiday season the company itself says will bring new AI-glasses launches.

Second: kids' eyes. The myopia-management portfolio grew 24% in both the quarter and the first nine months of the year. And the company noted that Stellest — the myopia-control lens our Lens Lab has covered in depth — was named by TIME among its Best Inventions of the Year. That's a children's lens, sitting on the same list as the year's headline gadgets.

“Our myopia management portfolio continued its exceptional trajectory, growing 24% in both the quarter and year to date.”

— Francesco Milleri, Chairman and CEO, and Paul du Saillant, Deputy CEO, EssilorLuxottica (Q3 2026 release)

The through-line for readers: the two forces reshaping what goes on your face are a camera-and-AI race at the adult end, and a genuine medical advance at the kids' end. One gets the keynote stages. The other might matter more.

Corrected Oct 20, 2026: an earlier version of this brief described wearables as ‘a fifth of the growth story.’ The company's release reports a 20% revenue increase for wearables and does not state a share of revenue or growth. We regret the error.

James Stone is the founder of 4 Eyes Club and co-founder of Go Optical LLC in Manchester, CT. He writes, edits, and fact-checks every piece the club publishes.