On Holding (ONON N) 주식 개요온 홀딩 AG는 전 세계 스포츠 제품의 개발 및 유통을 담당하고 있습니다. 자세히 보기ONON N 펀더멘털 분석스노우플레이크 점수가치 평가1/6미래 성장5/6과거 실적3/6재무 건전성6/6배당0/6강점공정 가치 추정치보다 낮은 15.7% 에서 거래수익은 매년 23.04% 증가할 것으로 예상됩니다.지난 1년간 수익이 20.6% 증가했습니다.위험 분석지난 3개월 동안 주가 변동성이 MX 시장과 비교했을 때 매우 높았습니다.모든 위험 점검 보기ONON N Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueMex$Current PriceMex$655.001.1% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-145m6b2016201920222025202620282031Revenue CHF 6.4bEarnings CHF 512.0mAdvancedSet Fair ValueView all narrativesOn Holding AG 경쟁사Deckers OutdoorSymbol: NYSE:DECKMarket cap: US$13.4bASICSSymbol: TSE:7936Market cap: JP¥3.1tBirkenstock HoldingSymbol: NYSE:BIRKMarket cap: US$6.0bHuali Industrial GroupSymbol: SZSE:300979Market cap: CN¥43.4b가격 이력 및 성과On Holding 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가US$655.0052주 최고가US$1,141.0052주 최저가US$547.00베타2.091개월 변동3.64%3개월 변동-23.84%1년 변동-42.59%3년 변동n/a5년 변동n/aIPO 이후 변동-1.27%최근 뉴스 및 업데이트Recent Insider Transactions • May 17Co-Founder recently bought Mex$38m worth of stockOn the 14th of May, Caspar Coppetti bought around 60k shares on-market at roughly Mex$631 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.Reported Earnings • May 14First quarter 2026 earnings released: EPS: CHF0.31 (vs CHF0.17 in 1Q 2025)First quarter 2026 results: EPS: CHF0.31 (up from CHF0.17 in 1Q 2025). Revenue: CHF831.9m (up 14% from 1Q 2025). Net income: CHF103.3m (up 82% from 1Q 2025). Profit margin: 12% (up from 7.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Luxury industry in South America.공시 • 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.공시 • 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, 2026공시 • Apr 21On Holding AG, Annual General Meeting, May 28, 2026On Holding AG, Annual General Meeting, May 28, 2026.Valuation Update With 7 Day Price Move • Mar 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to Mex$576, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 9x in the Luxury industry in South America. Total loss to shareholders of 42% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$610 per share.더 많은 업데이트 보기Recent updatesRecent Insider Transactions • May 17Co-Founder recently bought Mex$38m worth of stockOn the 14th of May, Caspar Coppetti bought around 60k shares on-market at roughly Mex$631 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.Reported Earnings • May 14First quarter 2026 earnings released: EPS: CHF0.31 (vs CHF0.17 in 1Q 2025)First quarter 2026 results: EPS: CHF0.31 (up from CHF0.17 in 1Q 2025). Revenue: CHF831.9m (up 14% from 1Q 2025). Net income: CHF103.3m (up 82% from 1Q 2025). Profit margin: 12% (up from 7.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Luxury industry in South America.공시 • 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.공시 • 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, 2026공시 • Apr 21On Holding AG, Annual General Meeting, May 28, 2026On Holding AG, Annual General Meeting, May 28, 2026.Valuation Update With 7 Day Price Move • Mar 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to Mex$576, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 9x in the Luxury industry in South America. Total loss to shareholders of 42% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$610 per share.공시 • 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.Buy Or Sell Opportunity • Mar 05Now 26% overvaluedOver the last 90 days, the stock has fallen 13% to Mex$756. The fair value is estimated to be Mex$601, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 42%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.Reported Earnings • Mar 05Full year 2025 earnings released: EPS: CHF0.62 (vs CHF0.75 in FY 2024)Full year 2025 results: EPS: CHF0.62 (down from CHF0.75 in FY 2024). Revenue: CHF3.01b (up 30% from FY 2024). Net income: CHF203.7m (down 16% from FY 2024). Profit margin: 6.8% (down from 11% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Luxury industry in South America.공시 • 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.공시 • 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, 2026공시 • 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.Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: CHF0.36 (vs CHF0.094 in 3Q 2024)Third quarter 2025 results: EPS: CHF0.36 (up from CHF0.094 in 3Q 2024). Revenue: CHF794.4m (up 25% from 3Q 2024). Net income: CHF118.9m (up 290% from 3Q 2024). Profit margin: 15% (up from 4.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Luxury industry in South America.공시 • 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).공시 • 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 14Second 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 8.2% growth forecast for the Luxury industry in South America.Buy Or Sell Opportunity • Aug 12Now 24% overvaluedOver the last 90 days, the stock has fallen 19% to Mex$925. The fair value is estimated to be Mex$745, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Meanwhile, the company has become profitable.공시 • 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%).공시 • 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, 2025공시 • May 24on Announces the Election of Helena Helmersson as an Additional Independent Member of the Board of Directors as Well as a Member of the Nomination and Compensation CommitteeOn announced the election of Helena Helmersson as an additional independent member of the Board of Directors as well as a member of the Nomination and Compensation Committee. Ms. Helmersson brings a wealth of experience from her long-standing career in the fashion industry. She served as the Chief Executive Officer of H&M Group from 2020 to 2024. She began her career at H&M in 1997 as a business controller in the company’s buying office and advanced through key leadership roles. From 2010 to 2014, she served as the Head of Sustainability, leading the company’s environmental and social initiatives. Ms. Helmersson then held the position of Global Head of Production from 2015 to 2018, overseeing the company’s sourcing and supply chain operations. Prior to becoming CEO of H&M, she served as its Chief Operating Officer from 2018 to 2020. Ms. Helmersson also serves as a board member of the digital training company Quizrr and as a chairperson of Circulose, a textile-to-textile recycling company. Ms. Helmersson holds a Master of Science degree in International Business from Umeå University, Sweden.Buy Or Sell Opportunity • May 19Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 7.6% to Mex$1,165. The fair value is estimated to be Mex$950, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.공시 • May 14On Holding AG Revises Earnings Guidance for the Full Year 2025On Holding AG revised earnings guidance for the full year 2025. Following a strong start to the year and continued global demand for the On brand across channels, regions and products, the company raises its full-year 2025 net sales guidance, and now expects to reach at least 28% growth on a constant currency basis, equivalent to CHF 2.86 billion at current spot rates.Reported Earnings • May 14First quarter 2025 earnings released: EPS: CHF0.17 (vs CHF0.28 in 1Q 2024)First quarter 2025 results: EPS: CHF0.17 (down from CHF0.28 in 1Q 2024). Revenue: CHF726.6m (up 43% from 1Q 2024). Net income: CHF56.7m (down 38% from 1Q 2024). Profit margin: 7.8% (down from 18% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Luxury industry in South America.공시 • Apr 30On Holding AG to Report Q1, 2025 Results on May 13, 2025On Holding AG announced that they will report Q1, 2025 results Pre-Market on May 13, 2025Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to Mex$740, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 9x in the Luxury industry in South America. Simply Wall St's valuation model estimates the intrinsic value at Mex$681 per share.공시 • Apr 02On Announces Executive AppointmentsOn announced the appointment of four key senior leaders, attracting top talent from across industries: Katarina Berg as Chief People Officer, starting August 1, 2025, joining from Spotify where she held the position of Chief Human Resources Officer; Scott Maguire as Chief Innovation Officer, started March 31, 2025, joining from Specialized where he served as CEO, and previously from Dyson where he was the COO; Adib Sisani as Chief Communications Officer, starting April 1, 2025, joining from Axel Springer, where he was Global Head of Communications; Craig Jones as Chief Supply Chain Officer, started March 10, 2025, joining from Levi Strauss, where he held the position of SVP of Distribution and Logistics Operations These strategic additions, along with the highly accomplished team of existing leaders, demonstrate On's commitment to building a world-class group of senior leaders to drive innovation, foster a strong company culture, and enhance its global brand presence.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to Mex$900, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 10x in the Luxury industry in South America. Simply Wall St's valuation model estimates the intrinsic value at Mex$668 per share.Reported Earnings • Mar 04Full year 2024 earnings releasedFull year 2024 results: Revenue: CHF2.32b (up 29% from FY 2023). Net income: CHF242.3m (up 204% from FY 2023). Profit margin: 11% (up from 4.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Luxury industry in South America.공시 • Mar 04on Holding AG Provides Earnings Guidance for the Year 2025On Holding AG provided earnings guidance for the year 2025. For the full year 2025, On expects to achieve a constant currency growth rate of at least 27%, translating to net sales of at least CHF 2.94 billion at current spot rates.공시 • Feb 12On Holding AG to Report Q4, 2024 Results on Mar 04, 2025On Holding AG announced that they will report Q4, 2024 results Pre-Market on Mar 04, 2025Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: CHF0.095 (vs CHF0.18 in 3Q 2023)Third quarter 2024 results: EPS: CHF0.095 (down from CHF0.18 in 3Q 2023). Revenue: CHF635.8m (up 32% from 3Q 2023). Net income: CHF30.5m (down 48% from 3Q 2023). Profit margin: 4.8% (down from 12% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Luxury industry in South America.Buy Or Sell Opportunity • Nov 09Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 35% to Mex$975. The fair value is estimated to be Mex$798, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Earnings per share has grown by 87%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.공시 • Oct 30On Holding AG to Report Q3, 2024 Results on Nov 12, 2024On Holding AG announced that they will report Q3, 2024 results Pre-Market on Nov 12, 2024Reported Earnings • Aug 14Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: CHF567.7m (up 28% from 2Q 2023). Net income: CHF30.8m (up CHF27.5m from 2Q 2023). Profit margin: 5.4% (up from 0.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Luxury industry in South America.공시 • Jul 31On Holding AG to Report Q2, 2024 Results on Aug 13, 2024On Holding AG announced that they will report Q2, 2024 results Pre-Market on Aug 13, 2024주주 수익률ONON NMX LuxuryMX 시장7D3.1%0%0%1Y-42.6%0%0%전체 주주 수익률 보기수익률 대 산업: ONON N은 지난 1년 동안 -13.3%의 수익을 기록한 MX Luxury 산업보다 저조한 성과를 냈습니다.수익률 대 시장: ONON N은 지난 1년 동안 17.2%를 기록한 MX 시장보다 저조한 성과를 냈습니다.주가 변동성Is ONON N's price volatile compared to industry and market?ONON N volatilityONON N Average Weekly Movement9.6%Luxury Industry Average Movement0%Market Average Movement0%10% most volatile stocks in MX Market0%10% least volatile stocks in MX Market0%안정적인 주가: ONON N의 주가는 지난 3개월 동안 MX 시장보다 변동성이 컸습니다.시간에 따른 변동성: ONON N의 주간 변동성(10%)은 지난 1년 동안 안정적이었지만 MX 종목 중 상위 75%보다 높습니다.회사 소개설립직원 수CEO웹사이트20103,963David Allemannwww.on.com온 홀딩 AG는 전 세계에 스포츠 제품을 개발 및 유통하는 기업입니다. 이 회사는 고성능 러닝, 아웃도어, 트레이닝, 종일 활동 및 테니스를 위한 운동화, 의류 및 액세서리를 제공합니다. 독립 소매업체와 유통업체, 온라인 및 매장을 통해 제품을 제공합니다.더 보기On Holding AG 기초 지표 요약On Holding의 순이익과 매출은 시가총액과 어떻게 비교됩니까?ONON N 기초 통계시가총액Mex$216.57b순이익 (TTM)Mex$5.50b매출 (TTM)Mex$68.52b39.4x주가수익비율(P/E)3.2x주가매출비율(P/S)ONON N는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표ONON N 손익계산서 (TTM)매출CHF 3.12b매출원가CHF 1.13b총이익CHF 1.99b기타 비용CHF 1.74b순이익CHF 250.30m최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)0.76총이익률63.88%순이익률8.02%부채/자본 비율0%ONON N의 장기 실적은 어땠습니까?과거 실적 및 비교 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 15:41종가2026/05/20 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.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 34명의 분석가가 다루고 있습니다. 이 중 26명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jonathan KompBairdAdrienne Yih-TennantBarclaysJohn StanselBerenberg31명의 분석가 더 보기
Recent Insider Transactions • May 17Co-Founder recently bought Mex$38m worth of stockOn the 14th of May, Caspar Coppetti bought around 60k shares on-market at roughly Mex$631 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.
Reported Earnings • May 14First quarter 2026 earnings released: EPS: CHF0.31 (vs CHF0.17 in 1Q 2025)First quarter 2026 results: EPS: CHF0.31 (up from CHF0.17 in 1Q 2025). Revenue: CHF831.9m (up 14% from 1Q 2025). Net income: CHF103.3m (up 82% from 1Q 2025). Profit margin: 12% (up from 7.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Luxury industry in South America.
공시 • 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.
공시 • 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
공시 • Apr 21On Holding AG, Annual General Meeting, May 28, 2026On Holding AG, Annual General Meeting, May 28, 2026.
Valuation Update With 7 Day Price Move • Mar 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to Mex$576, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 9x in the Luxury industry in South America. Total loss to shareholders of 42% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$610 per share.
Recent Insider Transactions • May 17Co-Founder recently bought Mex$38m worth of stockOn the 14th of May, Caspar Coppetti bought around 60k shares on-market at roughly Mex$631 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.
Reported Earnings • May 14First quarter 2026 earnings released: EPS: CHF0.31 (vs CHF0.17 in 1Q 2025)First quarter 2026 results: EPS: CHF0.31 (up from CHF0.17 in 1Q 2025). Revenue: CHF831.9m (up 14% from 1Q 2025). Net income: CHF103.3m (up 82% from 1Q 2025). Profit margin: 12% (up from 7.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Luxury industry in South America.
공시 • 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.
공시 • 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
공시 • Apr 21On Holding AG, Annual General Meeting, May 28, 2026On Holding AG, Annual General Meeting, May 28, 2026.
Valuation Update With 7 Day Price Move • Mar 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to Mex$576, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 9x in the Luxury industry in South America. Total loss to shareholders of 42% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$610 per share.
공시 • 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.
Buy Or Sell Opportunity • Mar 05Now 26% overvaluedOver the last 90 days, the stock has fallen 13% to Mex$756. The fair value is estimated to be Mex$601, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 42%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
Reported Earnings • Mar 05Full year 2025 earnings released: EPS: CHF0.62 (vs CHF0.75 in FY 2024)Full year 2025 results: EPS: CHF0.62 (down from CHF0.75 in FY 2024). Revenue: CHF3.01b (up 30% from FY 2024). Net income: CHF203.7m (down 16% from FY 2024). Profit margin: 6.8% (down from 11% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Luxury industry in South America.
공시 • 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.
공시 • 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
공시 • 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.
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: CHF0.36 (vs CHF0.094 in 3Q 2024)Third quarter 2025 results: EPS: CHF0.36 (up from CHF0.094 in 3Q 2024). Revenue: CHF794.4m (up 25% from 3Q 2024). Net income: CHF118.9m (up 290% from 3Q 2024). Profit margin: 15% (up from 4.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Luxury industry in South America.
공시 • 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).
공시 • 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 14Second 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 8.2% growth forecast for the Luxury industry in South America.
Buy Or Sell Opportunity • Aug 12Now 24% overvaluedOver the last 90 days, the stock has fallen 19% to Mex$925. The fair value is estimated to be Mex$745, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Meanwhile, the company has become profitable.
공시 • 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%).
공시 • 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
공시 • May 24on Announces the Election of Helena Helmersson as an Additional Independent Member of the Board of Directors as Well as a Member of the Nomination and Compensation CommitteeOn announced the election of Helena Helmersson as an additional independent member of the Board of Directors as well as a member of the Nomination and Compensation Committee. Ms. Helmersson brings a wealth of experience from her long-standing career in the fashion industry. She served as the Chief Executive Officer of H&M Group from 2020 to 2024. She began her career at H&M in 1997 as a business controller in the company’s buying office and advanced through key leadership roles. From 2010 to 2014, she served as the Head of Sustainability, leading the company’s environmental and social initiatives. Ms. Helmersson then held the position of Global Head of Production from 2015 to 2018, overseeing the company’s sourcing and supply chain operations. Prior to becoming CEO of H&M, she served as its Chief Operating Officer from 2018 to 2020. Ms. Helmersson also serves as a board member of the digital training company Quizrr and as a chairperson of Circulose, a textile-to-textile recycling company. Ms. Helmersson holds a Master of Science degree in International Business from Umeå University, Sweden.
Buy Or Sell Opportunity • May 19Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 7.6% to Mex$1,165. The fair value is estimated to be Mex$950, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
공시 • May 14On Holding AG Revises Earnings Guidance for the Full Year 2025On Holding AG revised earnings guidance for the full year 2025. Following a strong start to the year and continued global demand for the On brand across channels, regions and products, the company raises its full-year 2025 net sales guidance, and now expects to reach at least 28% growth on a constant currency basis, equivalent to CHF 2.86 billion at current spot rates.
Reported Earnings • May 14First quarter 2025 earnings released: EPS: CHF0.17 (vs CHF0.28 in 1Q 2024)First quarter 2025 results: EPS: CHF0.17 (down from CHF0.28 in 1Q 2024). Revenue: CHF726.6m (up 43% from 1Q 2024). Net income: CHF56.7m (down 38% from 1Q 2024). Profit margin: 7.8% (down from 18% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Luxury industry in South America.
공시 • Apr 30On Holding AG to Report Q1, 2025 Results on May 13, 2025On Holding AG announced that they will report Q1, 2025 results Pre-Market on May 13, 2025
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to Mex$740, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 9x in the Luxury industry in South America. Simply Wall St's valuation model estimates the intrinsic value at Mex$681 per share.
공시 • Apr 02On Announces Executive AppointmentsOn announced the appointment of four key senior leaders, attracting top talent from across industries: Katarina Berg as Chief People Officer, starting August 1, 2025, joining from Spotify where she held the position of Chief Human Resources Officer; Scott Maguire as Chief Innovation Officer, started March 31, 2025, joining from Specialized where he served as CEO, and previously from Dyson where he was the COO; Adib Sisani as Chief Communications Officer, starting April 1, 2025, joining from Axel Springer, where he was Global Head of Communications; Craig Jones as Chief Supply Chain Officer, started March 10, 2025, joining from Levi Strauss, where he held the position of SVP of Distribution and Logistics Operations These strategic additions, along with the highly accomplished team of existing leaders, demonstrate On's commitment to building a world-class group of senior leaders to drive innovation, foster a strong company culture, and enhance its global brand presence.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to Mex$900, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 10x in the Luxury industry in South America. Simply Wall St's valuation model estimates the intrinsic value at Mex$668 per share.
Reported Earnings • Mar 04Full year 2024 earnings releasedFull year 2024 results: Revenue: CHF2.32b (up 29% from FY 2023). Net income: CHF242.3m (up 204% from FY 2023). Profit margin: 11% (up from 4.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Luxury industry in South America.
공시 • Mar 04on Holding AG Provides Earnings Guidance for the Year 2025On Holding AG provided earnings guidance for the year 2025. For the full year 2025, On expects to achieve a constant currency growth rate of at least 27%, translating to net sales of at least CHF 2.94 billion at current spot rates.
공시 • Feb 12On Holding AG to Report Q4, 2024 Results on Mar 04, 2025On Holding AG announced that they will report Q4, 2024 results Pre-Market on Mar 04, 2025
Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: CHF0.095 (vs CHF0.18 in 3Q 2023)Third quarter 2024 results: EPS: CHF0.095 (down from CHF0.18 in 3Q 2023). Revenue: CHF635.8m (up 32% from 3Q 2023). Net income: CHF30.5m (down 48% from 3Q 2023). Profit margin: 4.8% (down from 12% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Luxury industry in South America.
Buy Or Sell Opportunity • Nov 09Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 35% to Mex$975. The fair value is estimated to be Mex$798, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Earnings per share has grown by 87%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
공시 • Oct 30On Holding AG to Report Q3, 2024 Results on Nov 12, 2024On Holding AG announced that they will report Q3, 2024 results Pre-Market on Nov 12, 2024
Reported Earnings • Aug 14Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: CHF567.7m (up 28% from 2Q 2023). Net income: CHF30.8m (up CHF27.5m from 2Q 2023). Profit margin: 5.4% (up from 0.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Luxury industry in South America.
공시 • Jul 31On Holding AG to Report Q2, 2024 Results on Aug 13, 2024On Holding AG announced that they will report Q2, 2024 results Pre-Market on Aug 13, 2024
