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On Holding AG (ONON)
NYSE:ONON
Earnings Data
Report Date
Aug 19, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.24Last Year’s EPS
0.14Same Quarter Last Year
Strong Buy
Based on 22 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 13, 2025
|% Change Since: 16.74%
|Next Earnings Date:Aug 19, 2025
Earnings Call Sentiment|Positive
The earnings call presents a very positive outlook with significant growth in net sales and profitability, driven by strong D2C and apparel performance. While there are challenges related to tariffs and foreign exchange volatility, the overall sentiment remains optimistic due to strong brand momentum and successful product launches.Company Guidance
During the ON Holding AG Q1 2025 results conference call, the company provided optimistic guidance for the fiscal year. Net sales exceeded CHF 725 million, marking a 40% year-over-year growth on a constant currency basis, and the company increased its constant currency growth outlook for 2025 to at least 28%, with projected net sales reaching at least CHF 2.8 billion. The adjusted EBITDA margin reached 16.5% in the first quarter, driven by a strong direct-to-consumer (D2C) performance and an increased gross profit margin of 59.9%. The D2C channel, which grew by 45.3% year-over-year, now represents 38.1% of total sales. The wholesale business also showed robust performance with a 41.5% increase. By region, Asia Pacific led the growth with a 130.1% increase. Looking ahead, ON Holding emphasized its focus on premium positioning, innovation, and operational efficiency, acknowledging potential uncertainties from tariffs and currency fluctuations.Record-Breaking Net Sales
Net sales exceeded CHF725 million, reflecting a year-over-year growth of 40% on a constant currency basis.
Increased Gross Profit Margin
Gross profit margin increased to 59.9%, up from 59.7% in Q1 2024, driven by the strength of the direct-to-consumer business.
Strong Performance in Asia Pacific
Net sales in Asia Pacific grew by 130.1% on a reported basis to CHF120.6 million, with China achieving the strongest growth across the region.
Apparel Net Sales Surge
Apparel net sales reached CHF38.1 million, the highest quarterly net sales in history, increasing by 93.1% year-over-year.
Successful Product Launches
Cloudsurfer 2 and Cloud 6 launches were highly successful, with Cloud 6 setting a record as the largest product launch ever.
D2C Channel Growth
The direct-to-consumer channel grew by 45.3% year-over-year on a reported basis, reaching CHF276.9 million.
Strong Cash Position
Cash position was CHF871.8 million at the end of Q1, maintaining a robust financial standing.
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ONON Earnings History
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
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ONON Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 13, 2025 | $51.31 | $57.38 | +11.83% |
Mar 04, 2025 | $47.85 | $50.63 | +5.81% |
Nov 12, 2024 | $52.71 | $52.62 | -0.17% |
Aug 13, 2024 | $39.55 | $41.27 | +4.35% |
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.
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FAQ
When does On Holding AG (ONON) report earnings?
On Holding AG (ONON) is schdueled to report earning on Aug 19, 2025, TBA Not Confirmed.
What is On Holding AG (ONON) earnings time?
On Holding AG (ONON) earnings time is at Aug 19, 2025, TBA Not 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 (Q2) is 0.24.
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