Core Insights - Amer Sports, Inc. reported quarterly earnings of $0.33 per share, exceeding the Zacks Consensus Estimate of $0.25 per share, and showing a significant increase from $0.14 per share a year ago, resulting in an earnings surprise of +32.00% [1] - The company achieved revenues of $1.76 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.62% and up from $1.35 billion year-over-year [2] - Amer Sports has outperformed consensus EPS estimates three times in the last four quarters and has topped revenue estimates four times in the same period [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.28 on revenues of $1.99 billion, while the estimate for the current fiscal year is $0.84 on revenues of $6.43 billion [7] - The company's favorable estimate revisions trend prior to the earnings release has resulted in a Zacks Rank 1 (Strong Buy), indicating expected outperformance in the near future [6] Industry Context - The Leisure and Recreation Products industry, to which Amer Sports belongs, is currently ranked in the top 37% of over 250 Zacks industries, suggesting a positive outlook for stocks within this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Amer Sports Third Quarter 2025 FORWARD LOOKING STATEMENTS This presentation contains statements that constitute forward-looking statements, within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Many of the forward-looking statements contained herein can be identified by the use of forward-looking words such as "anticipate," "believe," "may," "will," "expect," "coul ...

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]