ONON
On Holding·NYSE
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ONON fundamentals
On Holding (ONON) released its earnings on Nov 12, 2025: revenue was 997.37M (YoY +32.46%), beat estimates; EPS was 0.54 (YoY +406.64%), beat estimates.
Revenue / YoY
997.37M
+32.46%
EPS / YoY
0.54
+406.64%
Report date
Nov 12, 2025
ONON Earnings Call Summary for Q3,2025
- Revenue Surge: Q3 net sales up 34.5% YoY, with apparel sales tripling and Asia Pacific growing 109%.
- Profit Leap: Gross margin 65.7%, EBITDA 22.6%, driven by D2C expansion and cost efficiencies.
- Innovation Lead: LightSpray tech wins NYC Marathon; Cloudsurfer Max ranks top 5 in specialty stores.
- Guidance Raised: 2025 sales growth 34%, 2026 CAGR 30% (vs. prior 26%), fueled by 1M+ apparel units and 20+ new stores/year.
- Sustainability: Gross margin 62.5% target achievable despite tariffs, with 2026 EBITDA margin >18%.
EPS
Revenue
Revenue & Expenses
ONON has released its 2025 Q3 earnings report, with revenue of 997.24M, reflecting a YoY change of 32.44%, and net profit of 149.26M, showing a YoY change of 313.23%. The Sankey diagram below clearly presents ONON's revenue sources and cost distribution.
Key Indicators
On Holding (ONON) key financial stats and ratios, covering profitability, financial health, and leverage.
On Holding (ONON)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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On Holding (ONON)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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On Holding (ONON)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does On Holding (ONON) generate its revenue? Explore its key revenue streams and top earning regions.
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Track On Holding (ONON) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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What is the revenue and EPS growth rate for On Holding year over year?What is the market's earnings forecast for On Holding next quarter?What factors drove the changes in On Holding's revenue and profit?What is On Holding's gross profit margin?What were the key takeaways from On Holding’s earnings call?Did On Holding beat or miss consensus estimates last quarter?What does On Holding do and what are its main business segments?What were the key takeaways from On Holding's earnings call?
