On Holding (ONON) Q3 Earnings and Revenues Surpass Estimates

Core Insights - On Holding (ONON) reported quarterly earnings of $0.5 per share, exceeding the Zacks Consensus Estimate of $0.34 per share, and showing a significant increase from $0.17 per share a year ago, resulting in an earnings surprise of +47.06% [1] - The company achieved revenues of $992.89 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 5.74% and up from $734.69 million year-over-year [2] - On Holding has outperformed consensus revenue estimates in four of the last four quarters [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.26 on revenues of $878.37 million, and for the current fiscal year, it is $0.76 on revenues of $3.64 billion [7] - The estimate revisions trend for On Holding was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Retail - Apparel and Shoes industry, to which On Holding belongs, is currently ranked in the top 22% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [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]