On Holding AG (NYSE: ONON ) has released a very strong first quarter result with sales up 40% in constant currency. The weaker USD provided a slight tailwind to the reported result, with reported sales up 43%.LDV stands for Long Duration Value. It characterises my investing style and the companies I seek to own. I am a market cap and industry agnostic investor seeking high quality, growing companies that can be comfortably held for decades. My emphasis is on return on invested capital and free cash flow per ...

ON TodayONONON$57.41 +6.10 (+11.89%) 52-Week Range$33.55▼$64.05P/E Ratio133.51Price Target$58.18Add to WatchlistON Holdings' NYSE: ONON stock price surged following the Q1 earnings release and 2025 update, leading its and other high-end retail stocks into technical price reversals. The results are favorable for itself, distinguishing it as a leading footwear, athletic, and apparel brand, and indicate strength in a category that includes names like Lululemon NASDAQ: LULU, a more direct competitor, and Willi ...

Group 1 - The U.S.-China trade negotiations have positively impacted the markets, leading to a sharp rally as if tariffs were never announced, with the S&P 500 now in flat territory for the year [1] - Valuation multiples in the market are currently very stretched despite the ongoing presence of economic uncertainties [1] Group 2 - Gary Alexander has extensive experience in covering technology companies and has been involved with seed-round startups, providing insights into current industry themes [1] - He has been a contributor to Seeking Alpha since 2017 and has been quoted in various web publications, with his articles reaching popular trading apps like Robinhood [1]

On (ONON) Q1 2025 Earnings Call May 13, 2025 08:00 AM ET Company Participants Jerrit Peter - Head of IRCaspar Coppetti - Co-Founder & Executive Co-ChairmanMartin Hoffmann - Co-CEO & CFOChad Britnell - Equity Research Senior AssociateJay Sole - Managing DirectorTom Nikic - Managing Director, Equity ResearchJohn Kernan - Managing Director Conference Call Participants Jonathan Komp - Senior Research AnalystAneesha Sherman - AnalystAubrey Tianello - AnalystAnna Andreeva - Managing Director & Senior Research Ana ...

On (ONON) Q1 2025 Earnings Call May 13, 2025 08:00 AM ET Speaker0 Hello, and thank you for standing by. My name is Tiffany, and I will be your conference operator today. At this time, I would like to welcome everyone to the On Holding AG Q1 twenty twenty five Results Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. Thank you. I would now like to turn the call over to Jarrett Peter, Head of Investor ...

On Holding (ONON) came out with quarterly earnings of $0.23 per share, missing the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.38 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -4.17%. A quarter ago, it was expected that this running-shoe and apparel company would post earnings of $0.20 per share when it actually produced earnings of $0.38, delivering a surprise of 90%.Over the last four quart ...

On Holding AG (ONON) is scheduled to report first-quarter 2025 results on May 13, before the opening bell.ONON’s earnings beat the Zacks Consensus Estimate in two of the trailing four quarters and missed on two occasions, the average surprise being 45.6%.Trend in Estimate Revision of ONONThe Zacks Consensus Estimate for first-quarter earnings per share is pegged at 24 cents, indicating a deterioration of 36.8% from 38 cents reported in the year-ago quarter. (Find the latest earnings estimates and surprises ...

On Holding AG (NYSE: ONON ) has continued the company’s hot streak. The running shoe company has attracted consumers with innovative and comfortable designs, translating into rapid topline expansion as On continues to capture notable market share from competition. The stock’s performance clearly reliesI am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revo ...

Company Performance - On Holding (ONON) closed at $48.20, reflecting a -1.41% change from the previous day, underperforming the S&P 500, which fell by 0.77% [1] - Over the past month, shares of On Holding have increased by 19.33%, surpassing the Retail-Wholesale sector's gain of 9.54% and the S&P 500's gain of 11.54% [1] Upcoming Earnings Report - On Holding is set to release its earnings report on May 13, 2025, with an expected EPS of $0.24, indicating a 36.84% decrease from the same quarter last year [2] - The consensus estimate for revenue is $773.88 million, representing a 33.1% increase from the prior-year quarter [2] Fiscal Year Estimates - For the entire fiscal year, Zacks Consensus Estimates predict earnings of $1.19 per share and revenue of $3.39 billion, reflecting changes of +8.18% and +28.48% respectively from the previous year [3] - Analysts' estimate revisions are crucial as they indicate the evolving nature of business trends, with positive revisions suggesting optimism about the company's profitability [3] Valuation Metrics - On Holding currently has a Forward P/E ratio of 41.08, which is significantly higher than the industry average Forward P/E of 13.78 [6] - The company's PEG ratio stands at 1.96, compared to the industry average PEG ratio of 1.43 [6] Industry Context - The Retail - Apparel and Shoes industry, which includes On Holding, has a Zacks Industry Rank of 186, placing it in the bottom 25% of over 250 industries [7] - Historically, the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

The market expects On Holding (ONON) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on May 13, 2025, might help the stock move higher if these key numbers are bette ...