On AG(US:ONON) ZACKS·2025-08-05 15:01Core Viewpoint - On Holding (ONON) is expected to report a year-over-year increase in earnings and revenues for the quarter ended June 2025, with a consensus outlook indicating potential stock price movements based on actual results compared to estimates [1][2]. Earnings Expectations - The consensus estimate for On Holding's quarterly earnings is $0.24 per share, reflecting a year-over-year increase of +50% [3]. - Expected revenues for the quarter are $845.21 million, which represents a 34.7% increase from the same quarter last year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 3.01% lower, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for On Holding is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +8.51%, suggesting recent bullish sentiment among analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. - However, On Holding currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat despite the positive Earnings ESP [12]. Historical Performance - In the last reported quarter, On Holding was expected to post earnings of $0.24 per share but delivered $0.23, resulting in a surprise of -4.17% [13]. - Over the past four quarters, the company has only beaten consensus EPS estimates once [14]. Conclusion - While On Holding is not positioned as a compelling earnings-beat candidate, investors should consider other factors influencing stock performance ahead of the earnings release [17].