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LVMH MOET HENN L VUT Earnings Calls
| Release date | Jul 27, 2026 |
| EPS estimate | $12.27 |
| EPS actual | $13.15 |
| EPS Surprise | 7.17% |
| Revenue estimate | 43.985B |
| Revenue actual | 44.134B |
| Revenue Surprise | 0.338% |
| Release date | Jan 27, 2026 |
| EPS estimate | $11.76 |
| EPS actual | $12.25 |
| EPS Surprise | 4.17% |
| Revenue estimate | 48.212B |
| Revenue actual | 48.151B |
| Revenue Surprise | -0.125% |
| Release date | Jul 24, 2025 |
| EPS estimate | $14.16 |
| EPS actual | $13.45 |
| EPS Surprise | -5.01% |
| Revenue estimate | 46.971B |
| Revenue actual | 46.896B |
| Revenue Surprise | -0.160% |
| Release date | Apr 18, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
Last 4 Quarters for LVMH MOET HENN L VUT
Below you can see how LVMHF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Apr 18, 2025 |
| Price on release | $553.00 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| Apr 11, 2025 | $604.53 |
| Apr 14, 2025 | $570.00 |
| Apr 15, 2025 | $544.01 |
| Apr 16, 2025 | $549.50 |
| Apr 17, 2025 | $553.00 |
| Apr 21, 2025 | $544.38 |
| Apr 22, 2025 | $556.59 |
| Apr 23, 2025 | $569.70 |
| Apr 24, 2025 | $570.00 |
| 4 days before | -8.52% |
| 4 days after | 3.07% |
| On release day | -2.55% |
| Change in period | -5.71% |
| Release date | Jul 24, 2025 |
| Price on release | $559.00 |
| EPS estimate | $14.16 |
| EPS actual | $13.45 |
| EPS surprise | -5.01% |
| Date | Price |
|---|---|
| Jul 18, 2025 | $551.75 |
| Jul 21, 2025 | $546.70 |
| Jul 22, 2025 | $548.80 |
| Jul 23, 2025 | $575.57 |
| Jul 24, 2025 | $559.00 |
| Jul 25, 2025 | $579.05 |
| Jul 28, 2025 | $568.00 |
| Jul 29, 2025 | $551.65 |
| Jul 30, 2025 | $548.00 |
| 4 days before | 1.31% |
| 4 days after | -1.97% |
| On release day | 3.59% |
| Change in period | -0.679% |
| Release date | Jan 27, 2026 |
| Price on release | $687.50 |
| EPS estimate | $11.76 |
| EPS actual | $12.25 |
| EPS surprise | 4.17% |
| Date | Price |
|---|---|
| Jan 21, 2026 | $694.15 |
| Jan 22, 2026 | $701.50 |
| Jan 23, 2026 | $697.59 |
| Jan 26, 2026 | $698.23 |
| Jan 27, 2026 | $687.50 |
| Jan 28, 2026 | $656.30 |
| Jan 29, 2026 | $653.00 |
| Jan 30, 2026 | $648.60 |
| Feb 02, 2026 | $636.54 |
| 4 days before | -0.96% |
| 4 days after | -7.41% |
| On release day | -4.54% |
| Change in period | -8.30% |
| Release date | Jul 27, 2026 |
| Price on release | $527.00 |
| EPS estimate | $12.27 |
| EPS actual | $13.15 |
| EPS surprise | 7.17% |
| Date | Price |
|---|---|
| Jul 21, 2026 | $546.10 |
| Jul 22, 2026 | $542.20 |
| Jul 23, 2026 | $518.00 |
| Jul 24, 2026 | $521.00 |
| Jul 27, 2026 | $527.00 |
| Jul 28, 2026 | $538.00 |
| Jul 29, 2026 | $542.00 |
| Jul 30, 2026 | $548.00 |
| Jul 31, 2026 | $548.03 |
| 4 days before | -3.50% |
| 4 days after | 3.99% |
| On release day | 2.09% |
| Change in period | 0.353% |
LVMH MOET HENN L VUT Earnings Call Transcript Summary of Q2 2026
LVMH reported a solid H1 2026: group revenue €38.6bn, +2% organic (Q2 +3%), operating margin 22.5%, profit from recurring operations €8.7bn, net income flat year-on-year, and strong free cash flow >€4bn. Key takeaways for investors: (1) Resilience and sequential acceleration in Q2 across major divisions and geographies — Fashion & Leather Goods returned to growth in Q2, Watches & Jewelry led with +9% organic (double-digit in Q2), Selective Retailing (Sephora) +5% organic, Wines & Spirits +5% organic and Perfumes & Cosmetics stable. (2) Currency effects materially depressed reported revenue and EBIT (approx. -5% currency on revenue and ~€700m negative FX on operating income); management expects FX to continue to weigh on H2 margin (notably Wines & Spirits) even if revenue FX impact could be slightly positive. (3) Strong operational discipline: gross margin improved ~30bps to 67.1%, marketing & selling reduced ~2%, G&A flat; management highlighted continued selective investment and brand desirability focus. (4) Liquidity and capital returns: net debt fell ~€2bn (net debt/equity ~12%), interim dividend set at €5.50/share (payable Dec 2026), and continued share buybacks completed end-June. (5) Business franchise commentary: Vuitton and Dior both showed acceleration and positive Q2 growth (Dior a bit above average); Tiffany and Bvlgari drove jewelry strength with icon-led momentum and ongoing store renovations; Wines & Spirits improving but expected H2 growth and margins to be more moderate due to cost phasing and currency timing. Management remains cautious on geopolitical/tourism volatility (Middle East impact ~-1 point to H1 growth) and on H2 comps, but emphasizes brand desirability, product innovation, and operational efficiency as drivers of resilience.
