Amer Sports, Inc.

NYSE:AS 株式レポート

時価総額：US$21.0b

Amer Sports 将来の成長

Future 基準チェック /46

Amer Sports利益と収益がそれぞれ年間23.2%と12.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.1% 23.3%なると予測されています。

主要情報

23.2%

収益成長率

23.27%

EPS成長率

Luxury 収益成長13.6%
収益成長率12.6%
将来の株主資本利益率14.15%
アナリストカバレッジ

Good

最終更新日26 Jul 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • Jul 15

Amer Sports: Picking Up Substantial Momentum Ahead Of Rivals

Summary Amer Sports is delivering hyper-growth, with Q1 revenue up 32% and a raised full-year guidance to 20-22% revenue growth. Salomon and technical apparel segments are driving outperformance, with DTC sales up 45% and gross margins reaching a best-in-class 60%. Despite >30% revenue growth and expanding margins, AS trades at a modest 13.6x EV/FY26 adjusted EBITDA, below Nike despite stronger fundamentals. I reiterate my buy rating, citing strong brand momentum, robust financials, and a valuation discount relative to sector peers. Read the full article on Seeking Alpha
ナラティブ更新 • Jun 24

AS: Future Upside Will Hinge On 2026 Store Expansion Execution

Analysts have slightly raised their price target for Amer Sports to $50.11 from $49.72. The change reflects updated assumptions around the discount rate, long term revenue growth, profit margin and future P/E.
分析記事 • Jun 19

Amer Sports (AS) Stock Could Be 26% Undervalued After Its Q1 2026 Earnings Beat

Amer Sports (AS) is back in focus after reporting first quarter 2026 results that exceeded expectations on revenue, adjusted margins, and earnings per share, highlighting the performance of Salomon apparel and Arc’teryx’s omnichannel operations. See our latest analysis for Amer Sports. The stronger first quarter has been followed by a clear pickup in momentum for Amer Sports, with a 1-day share price return of 4.93%, 30-day share price return of 8.87%, and 90-day share price return of 19.81%...
ナラティブ更新 • Jun 07

AS: Future Upside Will Depend On 2026 Guidance And China Expansion

Analysts have nudged their price target for Amer Sports slightly higher to about $49.72 from roughly $49.60. The change reflects updated assumptions around revenue growth, profit margins and a modestly lower discount rate that together point to a small adjustment in the stock's fair value and future P/E profile.
ナラティブ更新 • May 21

AS: Future Upside Will Depend On 2026 EPS Guidance

Analysts have modestly raised the price target for Amer Sports to $49.60 from $48.88, citing updated assumptions around a slightly lower discount rate, adjusted revenue growth, a somewhat higher profit margin, and a revised future P/E multiple. What's in the News Amer Sports raised earnings guidance for the year ending December 31, 2026, with reported revenue growth guidance of 20% to 22%, an operating margin outlook of 13.4% to 13.7%, and fully diluted EPS guidance of US$1.18 to US$1.23, assuming a 200 to 250 basis point benefit from favorable FX at current rates (Corporate guidance).
ナラティブ更新 • Apr 23

AS: Future Upside Will Depend On 2026 EPS Guidance And Completed Equity Offering

Analysts have trimmed their price target on Amer Sports slightly to about $48.88 from roughly $48.96. This reflects updated assumptions around a modestly higher revenue growth outlook, a slightly lower profit margin profile, and a small adjustment in the assumed future P/E multiple.
ナラティブ更新 • Apr 09

AS: Future Upside Will Depend On 2026 EPS Guidance And Equity Offering

Analysts kept their fair value estimate for Amer Sports broadly steady at about $49 per share, as small adjustments to discount rate assumptions and future P/E inputs did not materially shift their overall price target framework. What's in the News Amer Sports filed a follow-on equity offering of ordinary shares in the amount of $750 million, with the security structured as common stock.
ナラティブ更新 • Mar 26

AS: Future Upside Will Depend On 2026 EPS And Follow On Offering

Analysts have kept their Amer Sports fair value estimate steady at $48.96, with only slight tweaks to the underlying discount rate, revenue growth, profit margin, and future P/E assumptions that fine tune rather than overhaul their prior price target view. What's in the News Amer Sports completed a follow-on equity offering of ordinary shares, raising about $750.0m through 20,604,396 common shares at a price of $36.40 per share, with a discount of $1.092 per share (Key Developments).
ナラティブ更新 • Mar 11

AS: Future Upside Will Depend On 2026 EPS And Equity Offering

Analysts have nudged their price target on Amer Sports higher from about $47.83 to roughly $48.96, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E that slightly adjust their view of the company’s risk and earnings profile. What's in the News Amer Sports completed a follow on equity offering of ordinary shares, raising about US$750.0m through 20,604,396 shares priced at US$36.40 with a US$1.092 discount per share (offering filing and completion).
ナラティブ更新 • Feb 25

AS: Future Upside Will Rely On 2026 EPS Delivery

Analysts have nudged their price target on Amer Sports higher to about $47.83 from roughly $47.43, citing updated assumptions that pair slightly lower revenue growth expectations with a modestly higher profit margin outlook and a lower future P/E multiple. What's in the News Amer Sports issued earnings guidance for the first quarter ending March 31, 2026, targeting reported revenue growth of 22% to 24%, which includes an estimated 500 basis point benefit from favorable foreign exchange at current rates, and fully diluted EPS of US$0.28 to US$0.30 (company guidance).
ナラティブ更新 • Feb 09

AS: Future Upside Will Rely On 2025 EPS Outlook

Analysts have kept their price target on Amer Sports unchanged at $47.43. The steady view reflects offsetting tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E multiples.
ナラティブ更新 • Jan 25

AS: Future Upside Will Rely On 2025 Guidance And Margin Expansion

Analysts have made a small upward adjustment to their price target for Amer Sports, now implying fair value of about $47.43 per share, compared with roughly $47.39 previously. This change reflects fine tuning to their discount rate, revenue growth, profit margin, and future P/E assumptions.
ナラティブ更新 • Jan 11

AS: Future Upside Will Rely On Firm Guidance And Improving Margins

Analysts have nudged their price target for Amer Sports higher from US$46.75 to about US$47.39, citing updated assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple in their refreshed valuation work. What's in the News Amer Sports issued updated earnings guidance for the year ending December 31, 2025, with reported revenue growth expected in a range of 23% to 24%, including about a 100 basis point benefit from favorable FX at current exchange rates (company guidance).
ナラティブ更新 • Dec 19

AS: Future Earnings Will Rise As Guidance And Margins Remain Strong

Analysts have modestly raised their price target on Amer Sports, lifting fair value from approximately $46.38 to $46.75 per share. They cite slightly lower perceived risk, broadly unchanged expectations for strong mid-teens revenue growth, and resilient double digit profit margins, which together support a somewhat higher future earnings multiple.
分析記事 • Dec 14

Amer Sports, Inc.'s (NYSE:AS) P/S Is Still On The Mark Following 26% Share Price Bounce

Amer Sports, Inc. ( NYSE:AS ) shareholders would be excited to see that the share price has had a great month, posting...
ナラティブ更新 • Dec 05

AS: Future Earnings Outlook Will Improve As Margins And Guidance Strengthen

Narrative Update on Amer Sports Analysts have nudged their average price target for Amer Sports slightly higher to approximately $46.38, citing marginally stronger expectations for revenue growth and profit margins, which more than offset a modest trimming of future valuation multiples. What's in the News Issued new full year 2025 guidance, projecting reported revenue growth of 23% to 24%, including about a 100 basis point tailwind from favorable foreign exchange, and fully diluted EPS of $0.88 to $0.92 (Company guidance) Recorded a $6.7 million impairment of goodwill and intangible assets in the third quarter of 2025, reflecting adjustments to the carrying value of certain acquired businesses or brands (Company filing) Raised third quarter 2025 revenue guidance to high 20s percentage year over year growth, up from prior expectations of approximately 20% growth, indicating stronger than anticipated demand momentum (Company guidance) Valuation Changes Fair Value: nudged up slightly to approximately $46.38 from about $45.85, reflecting modestly stronger fundamentals.
ナラティブ更新 • Nov 20

AS: Future Earnings Outlook Will Gain From Higher Profit Margins

Analysts have slightly lowered their price target for Amer Sports from $46.14 to $45.85. They cited revised revenue growth expectations and a modest increase in the discount rate as reasons for the change.
ナラティブ更新 • Nov 03

AS: Strong 2025 Revenue Outlook And EPS Will Drive Upside Momentum

Analysts have slightly lowered their price target for Amer Sports from $46.35 to $46.14. They cite marginal adjustments in projected growth rates and profitability metrics as the reason for this change.
ナラティブ更新 • Oct 20

Global Outdoor Expansion And Digital Channels Will Unlock Future Potential

Analysts have reaffirmed their price target for Amer Sports at $46.35. They are maintaining their outlook based on stable financial projections and minimal changes in key assumptions.
ナラティブ更新 • Oct 06

Global Outdoor Expansion And Digital Channels Will Unlock Future Potential

Analysts have raised their fair value estimate for Amer Sports from $45.34 to $46.35. They cite improved revenue growth outlook, despite a slight dip in projected profit margins and a marginal increase in the discount rate.
ナラティブ更新 • Sep 20

Global Outdoor Expansion And Digital Channels Will Unlock Future Potential

The slight increase in Amer Sports’ consensus price target to $45.34 reflects marginally higher future revenue growth expectations and a near-steady forward P/E multiple. What's in the News Raised third quarter 2025 year-over-year revenue growth guidance to high 20s percentage, up from prior ~20%.
ナラティブ更新 • Aug 27

Asia-Pacific And Greater China Will Unlock Premium Markets

Analysts have increased their price target for Amer Sports as improved revenue growth forecasts and a lower future P/E ratio signal stronger fundamentals, raising fair value from $41.97 to $43.58. What's in the News Amer Sports expects Q3 revenue growth of ~20% and fully diluted EPS of $0.20–0.22.
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新しいナラティブ • May 26

Asia-Pacific And Greater China Will Unlock Premium Markets

Rapid growth in Asia-Pacific, premium positioning, and DTC expansion are driving margin gains and strengthening recurring revenue streams across underpenetrated brands.
Seeking Alpha • Apr 23

Amer Sports: Rating Downgrade On Macro Turmoil

Summary Amer Sports stock is downgraded to a hold rating due to weakened demand setup and increased risk of missing FY25 guidance amid macroeconomic shifts and new tariffs. Despite solid execution, with TA and OP segments showing strong growth, macro risks like tariffs and recession fears significantly impact discretionary spending. AS's products are highly discretionary and exposed to macro downturns, with 30% of products sourced from China facing >100% cost increases. Read the full article on Seeking Alpha
Seeking Alpha • Mar 04

Amer Sports: Growing With Asia And Arc'teryx

Summary Amer Sports has a portfolio of strong outdoor & sports apparel and equipment, including Arc'teryx, Peak Performance, Salomon, Wilson, and others. Amer is looking at a long growth runway, especially in the well-growing Chinese market. Also, Arc'teryx is driving global high-margin growth with great brand relevance. Around a year after an IPO, Amer's stock is already pricing in very rapid growth - I believe that investors should wait for a better buying opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Dec 19

Amer Sports: Expensive No Matter How You Slice It (Rating Downgrade)

Summary Amer Sports' brands like Arc'teryx and Salomon show strong growth, but the stock is overvalued with little margin of safety for investors. Despite a strong Q3 with 17% sales growth and a 14.4% operating margin, high valuation and leverage raise concerns. The company's focus on profitable growth is promising, but heavy reliance on Arc'teryx poses risks if consumer demand shifts. I'm downgrading the stock from 'hold' to 'sell' due to high expectations already priced in, making the stock expensive versus peers. Read the full article on Seeking Alpha
Seeking Alpha • Nov 20

Amer Sports Q3 Earnings: Beat And Raise Again (Maintain Hold)

Summary Amer Sports' Q3 2024 results exceeded expectations with 17% revenue growth, driven by Technical Apparel and a turnaround in the Ball & Racquet segment. The company raised its FY 2024 guidance, projecting 16-17% revenue growth and higher margins, boosting investor confidence. Arc'teryx saw significant growth in Japan, partly fueled by Chinese tourists, while the Ball & Racquet segment benefited from strong tennis sales. Despite strong performance, Amer Sports' stock valuation remains high, leading me to maintain a "hold" rating. Read the full article on Seeking Alpha
Seeking Alpha • Sep 02

Amer Sports: Solid Demand Momentum

Summary I recommend a buy rating for Amer Sports due to strong demand momentum and potential for positive multiple re-rating if EPS growth meets expectations. Amer Sports' Q2 2024 results showed robust revenue growth and margin expansion. With a manageable net debt ratio and a strategic inventory buildup, AS is well-positioned to meet demand and support future growth. Read the full article on Seeking Alpha
Seeking Alpha • May 27

Amer Sports: Buy The Apparel, Not The Stock

Summary Amer Sports owns a portfolio of sports and outdoor brands, generating revenues from various regions around the world. The Technical Apparel segment, led by Arc'teryx, has been the main driver of sales for the company. Amer Sports Q1 2024 posted strong performance, with revenue increasing in the Technical Apparel segment and declines in the Balls & Racquet segment. While the company continues to grow, I have concerns about interest eating away at the company's debt as well as wholesale channel weakness and inventory management. With negligible free cash flow generation and a lofty multiple at 22x EV/EBITDA, I'm inclined to avoid Amer Sports. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:AS - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202810,3101,0617731,60814
12/31/20279,1458726931,17821
12/31/20268,01068535383519
3/31/20267,039457436738N/A
12/31/20256,566427446730N/A
9/30/20256,101311225511N/A
6/30/20255,698224188465N/A
3/31/20255,463202192472N/A
12/31/20245,18373149425N/A
9/30/20244,875-3667298N/A
6/30/20244,675-129124333N/A
3/31/20244,543-22284258N/A
12/31/20234,400-20963199N/A
9/30/20234,272-264-1187N/A
6/30/20233,966-228-156-37N/A
3/31/20233,848-171-8626N/A
12/31/20223,571-231-201-92N/A
12/31/20213,067-124174268N/A
1/1/20212,446-174192298N/A

アナリストによる今後の成長予測

収入対貯蓄率: ASの予測収益成長率 (年間23.2% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: ASの収益 ( 23.2% ) はUS市場 ( 16.5% ) よりも速いペースで成長すると予測されています。

高成長収益: ASの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: ASの収益 ( 12.6% ) US市場 ( 12.5% ) よりも速いペースで成長すると予測されています。

高い収益成長: ASの収益 ( 12.6% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ASの 自己資本利益率 は、3年後には低くなると予測されています ( 14.1 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/31 21:45
終値2026/07/31 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Amer Sports, Inc. 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。32

アナリスト機関
Hong Xing PanABCI Securities Company Limited
Jonathan KompBaird
Adrienne Yih-TennantBarclays