ON Q1 Earnings Call Highlights
ON NYSE: ONON reported what executives described as an “outstanding” start to 2026, with first-quarter net sales surpassing CHF 800 million for the first time and profitability expanding as the company reiterated its full-year growth outlook.
On Holding: 'Buy' The Dip As Asia And Apparel Sales Soar
On Holding shares have declined ~30% YTD despite robust Q1 sales growth and a raised full-year profit outlook. ONON is capturing market share with near-30% constant currency growth, outpacing flat revenue at Nike in a mature sportswear category. Gross margins remain in the mid-60s, reflecting premium positioning and resilience to tariffs, while Asia revenue growth outpaces core U.S. and Europe markets.
ONON: Premium Growth At A Discount
On Holding is rated Buy with a $46 twelve-month price target, offering 29% upside from current levels. ONON's premium brand, 63% gross margins, and DTC sales nearing 50% of revenue underpin its high-quality growth profile. Recent stock weakness stems from softer FY2026 guidance, CEO departure, and tariff concerns, but fundamentals remain robust.
On Holding: The Market Mistakes A Marathon For A Sprint
On Holding AG reported good Q1 results. Growth remained good across sales channels, markets, and product categories. Expansion in China and increased sales of apparel and accessories present clear long-term growth potential for ONON. Profitability has gained from ONON's strong brand power, leading to a 2026 EBITDA guidance raise.
On Holding AG (ONON) Q1 2026 Earnings Call Transcript
On Holding AG (ONON) Q1 2026 Earnings Call Transcript
On Holdings Sets Up for Marathon Rally: New Highs Are Coming
On Holdings' NYSE: ONON share price has its share of headwinds, including macroeconomic pressures, a surprise CEO change, FX conversion, and slowing growth, but these are priced into the market. While headwinds remain, the company continues to perform well, sustaining a high growth pace and widening margins in a world with share for the taking.
On Holding (ONON) Tops Q1 Earnings and Revenue Estimates
On Holding (ONON) came out with quarterly earnings of $0.47 per share, beating the Zacks Consensus Estimate of $0.35 per share. This compares to earnings of $0.23 per share a year ago.
On Holding beats first-quarter expectations, sees double-digit growth in China as Nike lags
Swiss athletic company On beat Wall Street's expectations on the top and bottom lines, leading it to raise its full-year profitability outlook. On saw another quarter of outsize growth, but its direct-to-consumer sales, revenue from its own website and stores, fell short of expectations.
On Holding (ONON) Dips More Than Broader Market: What You Should Know
On Holding (ONON) concluded the recent trading session at $35.48, signifying a -1.61% move from its prior day's close.
On Holding (ONON) Earnings Expected to Grow: Should You Buy?
On Holding (ONON) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Brokers Suggest Investing in On Holding (ONON): Read This Before Placing a Bet
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Investors Heavily Search On Holding AG (ONON): Here is What You Need to Know
On Holding (ONON) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
