View Future GrowthOn Holding 과거 순이익 실적과거 기준 점검 3/6On Holding은 연평균 56.8%의 비율로 수입이 증가해 온 반면, Luxury 산업은 수입이 23.7% 증가했습니다. 매출은 연평균 32.3%의 비율로 증가했습니다. On Holding의 자기자본이익률은 14.1%이고 순이익률은 8%입니다.핵심 정보56.79%순이익 성장률56.43%주당순이익(EPS) 성장률Luxury 산업 성장률7.70%매출 성장률32.30%자기자본이익률14.13%순이익률8.02%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트공고 • Apr 29On Holding AG to Report Q1, 2026 Results on May 12, 2026On Holding AG announced that they will report Q1, 2026 results Pre-Market on May 12, 2026공고 • Feb 11On Holding AG to Report Q4, 2025 Results on Mar 03, 2026On Holding AG announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Mar 03, 2026공고 • Oct 30On Holding AG to Report Q3, 2025 Results on Nov 12, 2025On Holding AG announced that they will report Q3, 2025 results Pre-Market on Nov 12, 2025Reported Earnings • Aug 18Second quarter 2025 earnings released: CHF0.12 loss per share (vs CHF0.095 profit in 2Q 2024)Second quarter 2025 results: CHF0.12 loss per share (down from CHF0.095 profit in 2Q 2024). Revenue: CHF749.2m (up 32% from 2Q 2024). Net loss: CHF40.9m (down 233% from profit in 2Q 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Luxury industry in Europe.공고 • Jul 30On Holding AG to Report Q2, 2025 Results on Aug 12, 2025On Holding AG announced that they will report Q2, 2025 results Pre-Market on Aug 12, 2025모든 업데이트 보기Recent updates공고 • Jul 16Infinium Powers Ons Cleancloud Breakthrough Supplying the Enaphtha Behind the Worlds First Eva Midsole Made from Captured Carbon Emissions At Commercial ScaleInfinium announced its supply relationship with Borouge International and premium performance sportswear brand On, supporting the commercial launch of On's breakthrough CleanCloud technology. Infinium's eNaphtha, produced from waste CO2 and renewable hydrogen, provides the renewable feedstock used to manufacture the EVA (ethylene-vinyl acetate) material in On's Cloud X 5 - the world's first commercially scaled sportswear midsole made using captured carbon emissions. The collaboration represents a significant milestone in demonstrating how captured carbon can be transformed into everyday consumer products through existing industrial infrastructure. Conventional athletic shoe midsoles are manufactured from EVA or polyurethane foams derived from fossil-based naphtha. By replacing conventional naphtha with Infinium eNaphtha while utilizing existing petrochemical manufacturing assets, the partners have created a practical pathway toward lower-carbon materials without requiring entirely new production systems. Infinium eNaphtha is produced at the company's Project Pathfinder facility in Corpus Christi, Texas. Because it is chemically equivalent to conventional naphtha, it can be processed through existing steam crackers and downstream manufacturing infrastructure without modification - accelerating commercialization while delivering the same quality, performance, and product specifications manufacturers require. Beginning in 2024, Infinium shipped commercial volumes of eNaphtha from its Pathfinder facility to Borouge International's operations in Porvoo, Finland, where the renewable feedstock is converted into e-ethylene which is further transformed into EVA for high-performance footwear applications. This EVA is chemically identical to conventional material, delivering the same molecular structure, physical properties, and performance characteristics. For runners, there is no difference in performance. The difference lies in the carbon source. The collaboration demonstrates a real-world commercial application for renewable eNaphtha within the global petrochemical value chain while advancing On's ambition to eliminate virgin fossil-based feedstocks from its products. The Cloud X 5 represents one of the footwear industry's first large-scale uses of captured carbon as a primary manufacturing feedstock. When On introduced CleanCloud in 2022, the concept had produced just five prototype pairs, with commercial-scale deployment targeted near the end of the decade. Supported by Infinium's commercial eNaphtha supply, On is scaling to over a million pairs of Cloud X 5 shoes - achieving that milestone four years ahead of its original target. Every step of the supply chain - from Infinium's Pathfinder production facility through Borouge International's petrochemical operations and On's manufacturing partners - is ISCC PLUS certified. This internationally recognized certification provides verified chain-of-custody tracking, ensuring the traceability of sustainably produced feedstocks throughout the manufacturing process.Recent Insider Transactions • May 21Co-Founder recently bought €1.9m worth of stockOn the 14th of May, Caspar Coppetti bought around 60k shares on-market at roughly €31.39 per share. This transaction amounted to 2.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Caspar's only on-market trade for the last 12 months.공고 • May 12On Holding AG Provides Earnings Guidance for the Year 2026On Holding AG provided earnings guidance for the year 2026. For the year, the company expects net sales to grow by at least 23% year-over-year on a constant currency basis. At current spot rates, this implies reported net sales of at least CHF 3.51 billion.공고 • Apr 29On Holding AG to Report Q1, 2026 Results on May 12, 2026On Holding AG announced that they will report Q1, 2026 results Pre-Market on May 12, 2026공고 • Apr 21On Holding AG, Annual General Meeting, May 28, 2026On Holding AG, Annual General Meeting, May 28, 2026.공고 • Mar 25+ 2 more updatesOn Holding AG Announces CEO Changes, Effective May 1, 2026On Holding AG announced an update to its organizational structure as the company prepares to enter its next growth phase. Designed to even more closely connect founder-led strategic intent with execution, the updated model ensures On remains agile and decisive while continuing to scale. To drive the next phase of global expansion, co-founders David Allemann and Caspar Coppetti will serve as Co-CEOs. Following a successful 13-year tenure at On, Martin Hoffmann has chosen to step down as CEO. Effective May 1, 2026, David Allemann and Caspar Coppetti will assume the roles of Co-CEOs, while continuing as Executive Co-Chairmen of the Board. This facilitates their operational roles and brings the founders’ long-term stewardship into direct alignment with execution responsibility. Co-founder Olivier Bernhard will continue spearheading key performance product initiatives and athlete engagement as an Executive Member of the Board. With the strategic roadmap for continued growth in place, the four partners collectively recognize that this is the right moment for Martin Hoffmann to step down. Following a transformative 13-year tenure as CFO and five years as CEO, during which On evolved from a Swiss startup into a multi-billion dollar global leader, Martin has decided to take a planned hiatus and pursue philanthropic interests. In seamless partnership with the co-founders, Martin engineered the financial framework and strategic discipline and served as the essential link between On’s founder-led vision and the operational scale that transformed the company to the force it is today. He will step down from his roles effective May 1, 2026, will then ensure a smooth onboarding and transition to Frank Sluis, who joins as new CFO on May 1, 2026. Martin will then remain an advisor through March 2027.공고 • Mar 03on Holding Ag Provides Revenue Guidance for 2026On Holding AG provides revenue guidance for 2026. For the period, the company expects net sales to grow by at least 23% year-over-year on a constant currency basis.공고 • Feb 11On Holding AG to Report Q4, 2025 Results on Mar 03, 2026On Holding AG announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Mar 03, 2026공고 • Jan 28On Holding Ag Announces CFO ChangesOn Holding AG announced that Frank Sluis will join the company as Chief Financial Officer (CFO), effective May 1, 2026. Frank Sluis has more than 25 years of experience at leading consumer businesses, including finance leadership positions at Ahold Delhaize, Reckitt Benckiser, and Unilever. Most recently, Frank served as Chief Financial Officer for Europe & Indonesia at Ahold Delhaize, a position he held since 2021. In this role, he managed the financial operations for well over EUR 30 billion in annual net sales and led a large-scale international finance, procurement, and sourcing organization of approximately 800 professionals. Frank was born and raised in the Netherlands and over the course of his professional career has spent significant time internationally, including in the United States. Frank succeeds Martin Hoffmann, who took on an expanded role as sole Chief Executive Officer (CEO) last year, while continuing his CFO responsibilities. Martin will continue to oversee the Finance organization until Frank’s start date to ensure a seamless handover.공고 • Nov 12on Holding Ag Provides Earnings Guidance for the Full Year 2025On Holding AG provides earnings guidance for the full year 2025. For the period, the company Net sales: Expected to grow by 34% year-over-year on a constant currency basis (previously at least 31%). At current spot rates, this corresponds to reported net sales of CHF 2.98 billion (previously CHF 2.91 billion).공고 • Oct 30On Holding AG to Report Q3, 2025 Results on Nov 12, 2025On Holding AG announced that they will report Q3, 2025 results Pre-Market on Nov 12, 2025Reported Earnings • Aug 18Second quarter 2025 earnings released: CHF0.12 loss per share (vs CHF0.095 profit in 2Q 2024)Second quarter 2025 results: CHF0.12 loss per share (down from CHF0.095 profit in 2Q 2024). Revenue: CHF749.2m (up 32% from 2Q 2024). Net loss: CHF40.9m (down 233% from profit in 2Q 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Luxury industry in Europe.공고 • Aug 12On Holding AG Raises Earnings Guidance for the Full Year 2025On Holding AG raised earnings guidance for the full year 2025. For the year, company expected Net sales: to be up at least 31% year-over-year on a constant currency basis (previously up at least 28%) At current spot rates, this corresponds to reported net sales of at least CHF 2.91 billion (previously CHF 2.86 billion). This outlook continues to embed prudence given the still uncertain macro outlook. Gross profit margin: Expected to be in the range of 60.5-61.0% (previously 60.0-60.5%).공고 • Jul 30On Holding AG to Report Q2, 2025 Results on Aug 12, 2025On Holding AG announced that they will report Q2, 2025 results Pre-Market on Aug 12, 2025매출 및 비용 세부 내역On Holding가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이DB:49G 매출, 비용 및 순이익 (CHF Millions)날짜매출순이익일반관리비연구개발비31 Mar 263,1192501,576031 Dec 253,0142041,517030 Sep 252,8772241,448030 Jun 252,7181361,363031 Mar 252,5372081,288031 Dec 242,3182421,195030 Sep 242,1591261,100030 Jun 242,0041541,017031 Mar 241,880127950031 Dec 231,79280888030 Sep 231,71280858030 Jun 231,55942775031 Mar 231,40788684031 Dec 221,22258600030 Sep 221,046-103689030 Jun 22936-110650031 Mar 22820-145598031 Dec 21725-170571030 Sep 2165814348030 Jun 215709298031 Mar 21480-21277031 Dec 20425-27248031 Dec 19267-11370양질의 수익: 49G는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 49G의 현재 순 이익률 (8%)은 지난해 (8.2%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 49G는 지난 5년 동안 흑자전환하며 연평균 56.8%의 수익 성장을 기록했습니다.성장 가속화: 지난 1년간 49G 의 수익 증가율(20.6%)은 5년 평균(연간 56.8%)보다 낮습니다.수익 대 산업: 49G의 지난 1년 수익 증가율(20.6%)은 Luxury 업계의 20%를 상회했습니다.자기자본이익률높은 ROE: 49G의 자본 수익률(14.1%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YConsumer-durables 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/27 17:43종가2026/07/24 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스On Holding AG는 35명의 분석가가 다루고 있습니다. 이 중 27명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jonathan KompBairdAdrienne Yih-TennantBarclaysJohn StanselBerenberg32명의 분석가 더 보기
공고 • Apr 29On Holding AG to Report Q1, 2026 Results on May 12, 2026On Holding AG announced that they will report Q1, 2026 results Pre-Market on May 12, 2026
공고 • Feb 11On Holding AG to Report Q4, 2025 Results on Mar 03, 2026On Holding AG announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Mar 03, 2026
공고 • Oct 30On Holding AG to Report Q3, 2025 Results on Nov 12, 2025On Holding AG announced that they will report Q3, 2025 results Pre-Market on Nov 12, 2025
Reported Earnings • Aug 18Second quarter 2025 earnings released: CHF0.12 loss per share (vs CHF0.095 profit in 2Q 2024)Second quarter 2025 results: CHF0.12 loss per share (down from CHF0.095 profit in 2Q 2024). Revenue: CHF749.2m (up 32% from 2Q 2024). Net loss: CHF40.9m (down 233% from profit in 2Q 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Luxury industry in Europe.
공고 • Jul 30On Holding AG to Report Q2, 2025 Results on Aug 12, 2025On Holding AG announced that they will report Q2, 2025 results Pre-Market on Aug 12, 2025
공고 • Jul 16Infinium Powers Ons Cleancloud Breakthrough Supplying the Enaphtha Behind the Worlds First Eva Midsole Made from Captured Carbon Emissions At Commercial ScaleInfinium announced its supply relationship with Borouge International and premium performance sportswear brand On, supporting the commercial launch of On's breakthrough CleanCloud technology. Infinium's eNaphtha, produced from waste CO2 and renewable hydrogen, provides the renewable feedstock used to manufacture the EVA (ethylene-vinyl acetate) material in On's Cloud X 5 - the world's first commercially scaled sportswear midsole made using captured carbon emissions. The collaboration represents a significant milestone in demonstrating how captured carbon can be transformed into everyday consumer products through existing industrial infrastructure. Conventional athletic shoe midsoles are manufactured from EVA or polyurethane foams derived from fossil-based naphtha. By replacing conventional naphtha with Infinium eNaphtha while utilizing existing petrochemical manufacturing assets, the partners have created a practical pathway toward lower-carbon materials without requiring entirely new production systems. Infinium eNaphtha is produced at the company's Project Pathfinder facility in Corpus Christi, Texas. Because it is chemically equivalent to conventional naphtha, it can be processed through existing steam crackers and downstream manufacturing infrastructure without modification - accelerating commercialization while delivering the same quality, performance, and product specifications manufacturers require. Beginning in 2024, Infinium shipped commercial volumes of eNaphtha from its Pathfinder facility to Borouge International's operations in Porvoo, Finland, where the renewable feedstock is converted into e-ethylene which is further transformed into EVA for high-performance footwear applications. This EVA is chemically identical to conventional material, delivering the same molecular structure, physical properties, and performance characteristics. For runners, there is no difference in performance. The difference lies in the carbon source. The collaboration demonstrates a real-world commercial application for renewable eNaphtha within the global petrochemical value chain while advancing On's ambition to eliminate virgin fossil-based feedstocks from its products. The Cloud X 5 represents one of the footwear industry's first large-scale uses of captured carbon as a primary manufacturing feedstock. When On introduced CleanCloud in 2022, the concept had produced just five prototype pairs, with commercial-scale deployment targeted near the end of the decade. Supported by Infinium's commercial eNaphtha supply, On is scaling to over a million pairs of Cloud X 5 shoes - achieving that milestone four years ahead of its original target. Every step of the supply chain - from Infinium's Pathfinder production facility through Borouge International's petrochemical operations and On's manufacturing partners - is ISCC PLUS certified. This internationally recognized certification provides verified chain-of-custody tracking, ensuring the traceability of sustainably produced feedstocks throughout the manufacturing process.
Recent Insider Transactions • May 21Co-Founder recently bought €1.9m worth of stockOn the 14th of May, Caspar Coppetti bought around 60k shares on-market at roughly €31.39 per share. This transaction amounted to 2.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Caspar's only on-market trade for the last 12 months.
공고 • May 12On Holding AG Provides Earnings Guidance for the Year 2026On Holding AG provided earnings guidance for the year 2026. For the year, the company expects net sales to grow by at least 23% year-over-year on a constant currency basis. At current spot rates, this implies reported net sales of at least CHF 3.51 billion.
공고 • Apr 29On Holding AG to Report Q1, 2026 Results on May 12, 2026On Holding AG announced that they will report Q1, 2026 results Pre-Market on May 12, 2026
공고 • Apr 21On Holding AG, Annual General Meeting, May 28, 2026On Holding AG, Annual General Meeting, May 28, 2026.
공고 • Mar 25+ 2 more updatesOn Holding AG Announces CEO Changes, Effective May 1, 2026On Holding AG announced an update to its organizational structure as the company prepares to enter its next growth phase. Designed to even more closely connect founder-led strategic intent with execution, the updated model ensures On remains agile and decisive while continuing to scale. To drive the next phase of global expansion, co-founders David Allemann and Caspar Coppetti will serve as Co-CEOs. Following a successful 13-year tenure at On, Martin Hoffmann has chosen to step down as CEO. Effective May 1, 2026, David Allemann and Caspar Coppetti will assume the roles of Co-CEOs, while continuing as Executive Co-Chairmen of the Board. This facilitates their operational roles and brings the founders’ long-term stewardship into direct alignment with execution responsibility. Co-founder Olivier Bernhard will continue spearheading key performance product initiatives and athlete engagement as an Executive Member of the Board. With the strategic roadmap for continued growth in place, the four partners collectively recognize that this is the right moment for Martin Hoffmann to step down. Following a transformative 13-year tenure as CFO and five years as CEO, during which On evolved from a Swiss startup into a multi-billion dollar global leader, Martin has decided to take a planned hiatus and pursue philanthropic interests. In seamless partnership with the co-founders, Martin engineered the financial framework and strategic discipline and served as the essential link between On’s founder-led vision and the operational scale that transformed the company to the force it is today. He will step down from his roles effective May 1, 2026, will then ensure a smooth onboarding and transition to Frank Sluis, who joins as new CFO on May 1, 2026. Martin will then remain an advisor through March 2027.
공고 • Mar 03on Holding Ag Provides Revenue Guidance for 2026On Holding AG provides revenue guidance for 2026. For the period, the company expects net sales to grow by at least 23% year-over-year on a constant currency basis.
공고 • Feb 11On Holding AG to Report Q4, 2025 Results on Mar 03, 2026On Holding AG announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Mar 03, 2026
공고 • Jan 28On Holding Ag Announces CFO ChangesOn Holding AG announced that Frank Sluis will join the company as Chief Financial Officer (CFO), effective May 1, 2026. Frank Sluis has more than 25 years of experience at leading consumer businesses, including finance leadership positions at Ahold Delhaize, Reckitt Benckiser, and Unilever. Most recently, Frank served as Chief Financial Officer for Europe & Indonesia at Ahold Delhaize, a position he held since 2021. In this role, he managed the financial operations for well over EUR 30 billion in annual net sales and led a large-scale international finance, procurement, and sourcing organization of approximately 800 professionals. Frank was born and raised in the Netherlands and over the course of his professional career has spent significant time internationally, including in the United States. Frank succeeds Martin Hoffmann, who took on an expanded role as sole Chief Executive Officer (CEO) last year, while continuing his CFO responsibilities. Martin will continue to oversee the Finance organization until Frank’s start date to ensure a seamless handover.
공고 • Nov 12on Holding Ag Provides Earnings Guidance for the Full Year 2025On Holding AG provides earnings guidance for the full year 2025. For the period, the company Net sales: Expected to grow by 34% year-over-year on a constant currency basis (previously at least 31%). At current spot rates, this corresponds to reported net sales of CHF 2.98 billion (previously CHF 2.91 billion).
공고 • Oct 30On Holding AG to Report Q3, 2025 Results on Nov 12, 2025On Holding AG announced that they will report Q3, 2025 results Pre-Market on Nov 12, 2025
Reported Earnings • Aug 18Second quarter 2025 earnings released: CHF0.12 loss per share (vs CHF0.095 profit in 2Q 2024)Second quarter 2025 results: CHF0.12 loss per share (down from CHF0.095 profit in 2Q 2024). Revenue: CHF749.2m (up 32% from 2Q 2024). Net loss: CHF40.9m (down 233% from profit in 2Q 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Luxury industry in Europe.
공고 • Aug 12On Holding AG Raises Earnings Guidance for the Full Year 2025On Holding AG raised earnings guidance for the full year 2025. For the year, company expected Net sales: to be up at least 31% year-over-year on a constant currency basis (previously up at least 28%) At current spot rates, this corresponds to reported net sales of at least CHF 2.91 billion (previously CHF 2.86 billion). This outlook continues to embed prudence given the still uncertain macro outlook. Gross profit margin: Expected to be in the range of 60.5-61.0% (previously 60.0-60.5%).
공고 • Jul 30On Holding AG to Report Q2, 2025 Results on Aug 12, 2025On Holding AG announced that they will report Q2, 2025 results Pre-Market on Aug 12, 2025