每经AI快讯，11月18日，亚玛芬体育股价上涨 7.3%，此前该公司上调了本财年盈利预期。 ...

Core Insights - Amer Sports reported strong financial results for Q3 2025, with a revenue increase of 30% year-over-year to $1,756 million, driven by growth across all segments and regions [4][5][19] - The company raised its full-year revenue, margin, and EPS guidance due to continued momentum in its premium technical brands [7][8] Financial Performance - Revenue increased by 30% to $1,756 million, with a constant currency growth of 28% [5] - Gross margin improved by 160 basis points to 56.8%, while adjusted gross margin increased by 240 basis points to 57.9% [5] - Operating profit rose by 22% to $216 million, with adjusted operating profit increasing by 41% to $275 million [5] - Net income attributable to equity holders surged by 156% to $143 million, translating to $0.25 diluted earnings per share [5] Segment Performance - Technical Apparel revenue grew by 31% to $683 million, with an omni-comp growth of 27% [5][23] - Outdoor Performance segment saw a 36% increase in revenue to $724 million, driven by Salomon footwear and Winter Sports Equipment [5][23] - Ball & Racquet Sports revenue increased by 16% to $350 million [5][23] Geographic Performance - Greater China experienced significant growth of 47%, contributing to the overall revenue increase [4][23] - All four regions reported double-digit revenue growth, with the Americas growing by 18% and EMEA by 23% [4][23] Outlook - The company expects to achieve high-end growth in 2026, targeting low-double-digit to mid-teens annual sales growth [8] - Adjusted operating margin is anticipated to expand within the long-term algorithm of 30-70+ basis points annually [8]

Core Viewpoint - Amer Sports, the parent company of Arc'teryx, is expected to report strong third-quarter earnings, with analysts predicting earnings per share of $0.25, up from $0.14 year-over-year, and revenue of $1.73 billion, representing over 28% year-on-year growth [1] Group 1 - Amer Sports' stock rose over 2.3% in pre-market trading, reaching $31.47 [1] - UBS has issued a report indicating that Amer Sports is experiencing strong growth momentum, with expectations that third-quarter sales and earnings per share will exceed Wall Street estimates [1] - UBS has assigned a "Buy" rating to Amer Sports with a target price of $52 [1]

Amer Sports, Inc. (NYSE:AS) will release earnings results for the third quarter, before the opening bell on Tuesday, Nov. 18.Analysts expect the Helsinki, Finland-based company to report quarterly earnings of 25 cents per share, up from 14 cents per share in the year-ago period. The consensus estimate for Amer Sports' quarterly revenue is $1.73 billion. Benzinga Pro data shows $1.35 billion in quarterly revenue a year ago.On Sept. 18, the company said it now expects revenue for the third quarter of 2025 to ...

Core Viewpoint - Morgan Stanley has lowered the target price for Nike from $100 to $86 and for Amer Sports from $53 to $50 [1] Company Summary - Nike's target price has been revised down by 14% from $100 to $86 [1] - Amer Sports' target price has been adjusted down by approximately 6% from $53 to $50 [1] Industry Summary - The adjustments in target prices reflect a cautious outlook on the performance of companies within the sports apparel and equipment sector [1]

Core Viewpoint - Analysts project that Amer Sports, Inc. will report quarterly earnings of $0.25 per share, reflecting a year-over-year increase of 78.6%, with revenues expected to reach $1.73 billion, up 27.7% from the same quarter last year [1]. Earnings Projections - The consensus EPS estimate has been revised 1.8% lower over the last 30 days, indicating a collective reevaluation by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts estimate 'Segment Revenue- Technical Apparel' at $657.53 million, a year-over-year increase of 26.5% [5]. - 'Segment Revenue- Outdoor Performance' is projected at $717.29 million, reflecting a 34.3% increase from the previous year [5]. - 'Channel Revenues- DTC' is expected to reach $708.95 million, indicating a 47.7% year-over-year change [5]. - 'Channel Revenues- Wholesale' is forecasted at $986.92 million, showing a 12.9% increase [6]. - 'Segment Revenue- Ball & Racquet Sports' is estimated at $321.05 million, a 7% increase [6]. - 'Geographic Revenues- Asia Pacific' is projected at $218.99 million, reflecting a significant 75.2% increase [6]. - 'Geographic Revenues- Greater China' is expected to be $437.22 million, a 39.7% increase [7]. - 'Geographic Revenues- EMEA' is projected at $495.75 million, indicating a 15.6% year-over-year change [7]. - 'Geographic Revenues- Americas' is expected to reach $540.58 million, a 10.8% increase [7]. Operating Profit Estimates - 'Adjusted Operating Profit- Technical Apparel' is estimated at $130.87 million, up from $104.00 million in the previous year [8]. - 'Adjusted Operating Profit- Ball & Racquet Sports' is projected at $22.57 million, compared to $21.00 million in the same quarter last year [8]. - 'Adjusted Operating Profit- Outdoor Performance' is expected to be $114.31 million, an increase from $93.00 million in the prior year [9]. Stock Performance - Amer Sports, Inc. shares have decreased by 2.1% over the past month, contrasting with the Zacks S&P 500 composite's increase of 4.6% [10]. - The company holds a Zacks Rank 1 (Strong Buy), indicating expectations of outperforming the overall market in the near term [10].

Core Viewpoint - Amer Sports, Inc. is anticipated to report a year-over-year increase in earnings and revenues for the quarter ended September 2025, with a consensus outlook suggesting a positive earnings picture that could influence its stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on November 18, and if the results exceed expectations, the stock may rise; conversely, a miss could lead to a decline [2]. - The consensus estimate for quarterly earnings is $0.25 per share, reflecting a year-over-year increase of 78.6%, while revenues are projected to be $1.73 billion, up 27.7% from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 1.79%, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Amer Sports is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +4.84%, suggesting a bullish outlook from analysts [12]. Earnings Surprise History - In the last reported quarter, Amer Sports exceeded the expected earnings of $0.02 per share by delivering $0.06, resulting in a surprise of 200% [13]. - The company has beaten consensus EPS estimates in three out of the last four quarters [14]. Additional Insights - A positive Earnings ESP combined with a Zacks Rank of 1 indicates a strong likelihood of beating the consensus EPS estimate, with historical data showing a nearly 70% success rate for such combinations [10]. - While an earnings beat can influence stock movement, other factors may also play a significant role in determining stock performance post-earnings release [15][17].

Company Overview - Disney operates as a multifaceted entertainment giant, with major divisions including Disney Experiences and Disney Entertainment, which encompass theme parks, resorts, film studios, and streaming services [1][2][3] - The company is valued at approximately $200 billion, making it a significant player in the entertainment industry [1] Financial Performance - In fiscal Q3 2025, Disney reported revenue of $23.7 billion, which was $103.23 million below expectations but represented a 2% year-over-year increase [7] - The non-GAAP EPS for the same quarter was $1.61, up from $1.39 year-over-year, exceeding estimates by 16 cents [7] - Disney Experiences led the company with an operating income of $2.5 billion, an increase of $294 million compared to the previous year [7] Analyst Insights - Wells Fargo analyst Steven Cahall highlights the growth and maturation of Disney's assets, predicting increased predictability in EPS growth and a potential rerating of the stock [8] - Cahall rates Disney shares as Overweight (Buy) with a price target of $159, suggesting a 43% upside potential [8] - The stock has a Strong Buy consensus rating based on 20 recent reviews, with 17 Buys and 3 Holds, and an average price target of $139.06, indicating a potential 25% gain in the next 12 months [8]

Core Viewpoint - Amer Sports Inc. is considered one of the best stocks to buy and hold for the next decade, with a Buy rating and a price target of $42 set by Truist analyst Joseph Civello, driven by its niche focus and strong connections to higher-income consumers [1][3]. Group 1: Analyst Ratings and Price Targets - Truist initiated coverage of Amer Sports with a Buy rating and a price target of $42 [1]. - Wells Fargo analyst Ike Boruchow maintained a Buy rating on Amer Sports with a price target of $40 [3]. Group 2: Company Overview - Amer Sports designs, manufactures, markets, distributes, and sells sports equipment, apparel, footwear, and accessories internationally [3]. - The company operates through three segments: Technical Apparel, Outdoor Performance, and Ball & Racquet Sports [3]. Group 3: Growth Drivers - The company's growth is attributed to its focus on niche areas and relatively limited brand awareness in the US [1]. - Higher price points and geographic concentration outside of the US position Amer Sports to outperform in an industry facing tariff pressures [2].

Core Viewpoint - Amer Sports, Inc. has demonstrated a strong ability to exceed earnings expectations, leading to a positive outlook from analysts and investors, including a recent "Buy" recommendation from Citigroup [1][5]. Earnings Performance - The company has consistently outperformed earnings estimates, achieving an average of 140% above expectations in the last two quarters. In the most recent quarter, Amer Sports reported earnings of $0.06 per share against an expectation of $0.02, resulting in a 200% earnings surprise [2][5]. Stock Performance - Despite a slight decrease of 2.07% in stock price, currently at $32.14, Amer Sports has shown volatility with a trading range between $31.87 and $32.64 on the day. Over the past year, the stock has fluctuated between a high of $42.36 and a low of $17.435 [3]. Market Capitalization and Investor Interest - Amer Sports has a market capitalization of approximately $17.8 billion, indicating its significant presence in the leisure and recreation products industry. The trading volume today is 2,917,540 shares, reflecting active investor interest [4][5]. Analyst Watch - Citigroup has placed Amer Sports on a "30-day positive catalyst watch," suggesting potential positive developments may occur in the near future [4].