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On Holding AG (ONON)
NYSE:ONON
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On Holding AG (ONON) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Mar 12, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.25
Last Year’s EPS
0.41
Same Quarter Last Year
Based on 20 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 12, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflects a positive sentiment driven by strong revenue growth, record profitability, and significant expansion in the Asia Pacific and apparel segments. The company raised its full-year outlook, showing confidence in its premium strategy. However, challenges such as tariffs and currency exchange headwinds remain concerns.
Company Guidance
During the third quarter of 2025, On reported significant success with net sales reaching CHF 794.4 million, marking a 24.9% increase year-over-year on a reported basis and 34.5% at constant exchange rates. The company's focus on a premium strategy resulted in a strong gross profit margin of 65.7% and an adjusted EBITDA margin of 22.6%, representing nearly 50% year-over-year adjusted EBITDA growth. The direct-to-consumer (DTC) channel contributed substantially with net sales of CHF 314.7 million, growing 27.6% year-over-year on a reported basis and 37.5% at constant currency. In terms of regional performance, Asia Pacific demonstrated remarkable growth with net sales of CHF 144.9 million, up 94.2% year-over-year on a reported basis and 109.2% at constant currency, establishing itself as a key growth engine. The company's apparel category also showed impressive progress, with net sales increasing by 86.9% year-over-year on a reported basis, reaching CHF 50.1 million. Overall, the strong performance across various metrics has led On to raise its 2025 guidance, projecting a 34% year-over-year growth in constant currency net sales.
Strong Revenue Growth
Net sales in Q3 2025 approached CHF 800 million, growing 24.9% year-over-year on a reported basis and by 34.5% at constant exchange rates.
Record Profitability
Gross profit margin reached 65.7%, with an adjusted EBITDA margin of 22.6%, and nearly 50% year-over-year adjusted EBITDA growth.
Asia Pacific Growth
Asia Pacific delivered net sales of CHF 144.9 million, up 94.2% year-over-year on a reported basis and 109.2% at constant currency.
Apparel Segment Expansion
Apparel net sales reached CHF 50.1 million, an increase of 86.9% year-over-year on a reported basis and 100.2% at constant currency.
Raised 2025 Outlook
The company raised its constant currency net sales growth guidance to 34% year-over-year, with an expectation of CHF 2.98 billion in reported net sales.

On Holding AG (ONON) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

ONON Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Mar 12, 2026
2025 (Q4)
0.25 / -
0.408
Nov 12, 2025
2025 (Q3)
0.32 / 0.53
0.185186.67% (+0.35)
Aug 12, 2025
2025 (Q2)
0.24 / -0.11
0.173-164.29% (-0.28)
May 13, 2025
2025 (Q1)
0.25 / 0.26
0.408-36.36% (-0.15)
Mar 04, 2025
2024 (Q4)
0.22 / 0.41
-0.062760.00% (+0.47)
Nov 12, 2024
2024 (Q3)
0.24 / 0.19
0.247-25.00% (-0.06)
Aug 13, 2024
2024 (Q2)
0.19 / 0.17
0.049250.00% (+0.12)
May 14, 2024
2024 (Q1)
0.17 / 0.41
0.185120.00% (+0.22)
Mar 12, 2024
2023 (Q4)
0.14 / -0.06
0.025-350.00% (-0.09)
Nov 14, 2023
2023 (Q3)
0.18 / 0.25
0.086185.71% (+0.16)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

ONON Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 12, 2025
$35.18$41.51+17.99%
Aug 12, 2025
$45.72$49.81+8.95%
May 13, 2025
$51.31$57.38+11.83%
Mar 04, 2025
$47.85$50.63+5.81%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does On Holding AG (ONON) report earnings?
On Holding AG (ONON) is schdueled to report earning on Mar 12, 2026, Before Open (Confirmed).
    What is On Holding AG (ONON) earnings time?
    On Holding AG (ONON) earnings time is at Mar 12, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is ONON EPS forecast?
          ONON EPS forecast for the fiscal quarter 2025 (Q4) is 0.25.

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