Price
$30.91-15.94%Social Signal Score
Analyst Ratings
27 analystsRevenue
$850.30M+894.98%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- David Allemann
- Sector
- Consumer Cyclical
- Industry
- Apparel - Footwear & Accessories
- Employees
- 3,963
- Beta
- 2.08
- Country
- CH
- Piotroski score
- 7 / 9 (Strong)
- Altman Z-score
- 6.12
Financials
Revenue
$850.30M+895.0%Net Income
$105.00MEBITDA
$131.60MFree Cash Flow
$200.70MEPS (diluted)
$0.31Shares Outstanding (diluted)
335.88M+29.6%Operating Expenses
$436.30MCash & Debt
$1.24BRevenue by Segment (annual)
$3.01BQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $3.01B | $203.70M | $0.62 |
| 2024 | $2.32B | $242.30M | $0.71 |
| 2023 | $1.79B | $79.60M | $0.25 |
| 2022 | $1.22B | $57.70M | $0.18 |
| 2021 | $724.60M | $-170.20M | $-0.55 |
| 2020 | $425.30M | $-27.50M | $-0.09 |
| 2019 | $267.12M | $-1.47M | $-0.00 |
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $0.91
- Implied price
- $53.59
- Return from $30.85
- 11.7% a year
To earn 15.0% a year on these assumptions you'd need to buy at $26.64 — -13.6% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 41 | 50 | 59 | 68 | 77 |
|---|---|---|---|---|---|
| -2.0% | -5.8% | -2.0% | 1.3% | 4.3% | 6.9% |
| 3.0% | -1.0% | 3.0% | 6.5% | 9.6% | 12.3% |
| 8.0% | 3.8% | 8.0% | 11.7% | 14.9% | 17.8% |
| 13.0% | 8.6% | 13.0% | 16.8% | 20.2% | 23.2% |
| 18.0% | 13.5% | 18.0% | 22.0% | 25.5% | 28.7% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
50-66.61%Social Signal Score
Mentions (32)
- Newszacks.com·3d ago·Neutral
On Holding (ONON) Surpasses Market Returns: Some Facts Worth Knowing On Holding (ONON) closed at $30.85 in the latest trading session, marking a +2.15% move from the prior day.
View source ↗ - Newszacks.com·4d ago·Positive
On Holding (ONON) Outperforms Broader Market: What You Need to Know In the most recent trading session, On Holding (ONON) closed at $30.2, indicating a +1.99% shift from the previous trading day.
View source ↗ - Newszacks.com·7d ago·Positive
On Holding's Premium Store Expansion Strengthens Consumer Connections ONON's premium store expansion is driving stronger traffic and DTC growth, with new and existing locations delivering robust performance worldwide.
View source ↗ - Newszacks.com·10d ago·Positive
On Holding (ONON) Stock Sinks As Market Gains: Here's Why On Holding (ONON) concluded the recent trading session at $29.96, signifying a -1.64% move from its prior day's close.
View source ↗ - Newsmarketbeat.com·10d ago·Neutral
On Targets CHF 5.6B by 2029, Unveils Football, Golf and $1B Buyback Plan ON NYSE: ONON outlined a three-year growth plan centered on premium pricing, product innovation, retail expansion and new sports categories, targeting at least CHF 5.6 billion in net sales and an adjusted EBITDA margin of 22% or higher by 2029.
View source ↗ - Newszacks.com·12d ago·Neutral
On Holding (ONON) Gains As Market Dips: What You Should Know On Holding (ONON) reached $30.16 at the closing of the latest trading day, reflecting a +2.62% change compared to its last close.
View source ↗ - Newszacks.com·12d ago·Neutral
On Holding AG (ONON) Is a Trending Stock: Facts to Know Before Betting on It On Holding (ONON) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
View source ↗ - Newsseekingalpha.com·13d ago·Positive
On Holding AG (ONON) Analyst/Investor Day Transcript On Holding AG (ONON) Analyst/Investor Day Transcript
View source ↗ - Newsfool.com·13d ago·Positive
On Holding Stock Pops On $1 Billion Buyback News On's stock was down over 40% in 2026 through trading on Money but bounced after an investor presentation. Management reiterated 2026 guidance and said growth through 2029 would be in the high teens.
View source ↗ - News247wallst.com·13d ago·Neutral
On Holding Surges 13% as Investor Day Sets Ambitious Sales Target and $1B Buyback; Nike Ticks Up 2% On Holding (NYSE:ONON | ONON Price Prediction) unveiled its first-ever buyback and a set of mid-term sales and margin targets at its 2026 Investor Day in Zurich, and the stock is rerating on the news.
View source ↗ - Newsreuters.com·14d ago·Positive
Switzerland's On Holding plans $1 bln buyback through 2029, sets long-term targets On Holding has authorised a share repurchase programme of up to $1 billion through the end of 2029, the Swiss sportswear brand said on Tuesday, as it announced long-term financial targets, betting on sustained growth in apparel, sneakers and new sports categories.
View source ↗ - Newszacks.com·14d ago·Positive
On Holding's EMEA Momentum Reinforces Its Premium Brand Strategy ONON's EMEA gains, rising DTC mix and strong flagship performance show how its premium strategy is driving growth across Europe.
View source ↗ - Newsbenzinga.com·17d ago·Neutral
On Holding Stock Edges Higher Following Kylian Mbappé Partnership Shares of On Holding AG (NYSE:ONON) are trading marginally higher Friday morning, holding onto an early pre-market surge as investors react to a major strategic disruption in the global sportswear market.
View source ↗ - Newsinvestopedia.com·17d ago·Negative
On Holding Stock Jumps as Swiss Sneaker Company ‘Enters Football' With Mbappé, Henry On Holding stock has struggled mightily this year. The company scored a win Friday—though it's yet to revive the shares.
View source ↗ - News247wallst.com·18d ago·Negative
On Holding Climbs 5% as Kylian Mbappé Joins Its Football Push; Nike Slips On Holding (NYSE:ONON | ONON Price Prediction) shares are climbing Friday morning after reports that French soccer star Kylian Mbappé is joining the Swiss brand's push into football, taking it into cleats and match-day apparel for the first time in
View source ↗ - Newszacks.com·18d ago·Neutral
On Holding Stock Falls 30% in Three Months: Time to Buy or Stay Away? ONON's 30% three-month slide reflects weak Americas wholesale trends and restrained sell-in, despite record DTC mix and new product launches.
View source ↗ - Newsschaeffersresearch.com·18d ago·Neutral
3 Stocks Put Traders Are Targeting Today On Holding AG (NYSE: ONON) is down 2.6% at $26.44 today, the footwear stock extending its recent slide to trade around two-year lows.
View source ↗ - Newsseekingalpha.com·24d ago·Positive
On Holdings: Brand Heat Fears Have Run Ahead Of The Evidence On Holding's sell-off looks more like the market pricing brand fatigue, while the evidence still points to franchise fatigue. The real pressure point is the U.S. wholesale sell-out. DTC growth, full-price gross margins, and strong early reception for newer products still argue against broad brand deterioration.
View source ↗ - Newszacks.com·25d ago·Neutral
On Holding (ONON) Down 13.5% Since Last Earnings Report: Can It Rebound? On Holding (ONON) reported earnings 30 days ago. What's next for the stock?
View source ↗ - Newszacks.com·26d ago·Neutral
On Holding AG (ONON) is Attracting Investor Attention: Here is What You Should Know Zacks.com users have recently been watching On Holding (ONON) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
View source ↗ - Newszacks.com·32d ago·Negative
ONON Falls 27.2% in a Month. Does the Sell-Off Create Opportunity? ONON's 27.2% monthly slide has reset its valuation, but tariff risks, wholesale restraint and rising costs cloud the near-term opportunity.
View source ↗ - Newszacks.com·32d ago·Positive
Is ONON Worth Buying Now as Growth Collides With Execution Risks? ONON's broad growth and stronger DTC mix support momentum, but rising costs, wholesale restraint and U.S. tariffs make the lower valuation a mixed entry point.
View source ↗ - Newszacks.com·32d ago·Neutral
Can ONON's Higher 2026 Margin Outlook Offset Tariff and Sales Risks? ONON raised its 2026 gross-margin floor to 65%, but new U.S. tariffs and restrained wholesale shipments put second-half execution in focus.
View source ↗ - Newszacks.com·34d ago·Neutral
Is On Holding (ONON) a Buy as Wall Street Analysts Look Optimistic? When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
View source ↗ - Newszacks.com·49d ago·Positive
Here's Why On Holding (ONON) is a Strong Growth Stock Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
View source ↗ - Newsseekingalpha.com·53d ago·Positive
ON Holding: Great Results, Greater Expectations (Rating Upgrade) ON Holding A G reported strong Q2 results but cut full-year revenue growth guidance from 23% to ~20%, triggering a 20% stock drop. I upgrade ONON from Sell to Hold, citing robust margin expansion and a net cash balance, but caution on slowing growth and high valuation. ONON's DTC strategy boosted gross margin to 65.4% and net margin to 12.4%, but growth now relies heavily on APAC expansion.
View source ↗ - Newsmarketbeat.com·55d ago·Neutral
ON Q2 Earnings Call Highlights ON NYSE: ONON reported second-quarter 2026 net sales of CHF 850 million, up 21.6% at constant currency and 13.5% on a reported basis, as direct-to-consumer demand outpaced growth in its wholesale business. The Swiss sportswear company also raised its full-year gross-margin outlook while maintaining its adjusted EBITDA-margin forecast.
View source ↗ - Newszacks.com·55d ago·Neutral
On Holding Q2 Earnings Miss Estimates, FY'26 Margin Outlook Raised ONON's DTC momentum and Asia-Pacific growth drive stronger margins. The company raises its 2026 gross margin outlook.
View source ↗ - Newsseekingalpha.com·55d ago·Positive
On Holding: The Quarter Wasn't Great, But The Stock May Finally Be (Upgrade) On Holding AG is upgraded to a Buy after a sharp post-Q2 earnings dip, offering a compelling GARP setup. Q2 revenue grew 13.5% YoY with gross margin at 65.4%, but wholesale softness and cautious sell-in drove market disappointment. Despite uncertainties, ONON maintains ~20% FY26 top-line growth guidance and a strong margin outlook, with international and category expansion as key drivers.
View source ↗ - Newsseekingalpha.com·55d ago·Positive
On Holding AG (ONON) Q2 2026 Earnings Call Transcript On Holding AG (ONON) Q2 2026 Earnings Call Transcript
View source ↗ - Newsinvezz.com·55d ago·Negative
On shares tumble 19% after sportswear brand misses quarterly net sales estimates On Holding's quarterly revenue fell short of Wall Street expectations, triggering a sharp sell-off in its shares, as higher US tariff costs and cautious consumer spending weighed on the premium sportswear maker's performance. The Roger Federer-backed company reported second-quarter net sales below analysts' estimates on Tuesday, sending its shares ONON down 19%.
View source ↗ - Newszacks.com·56d ago·Negative
On Holding (ONON) Matches Q2 Earnings Estimates On Holding (ONON) came out with quarterly earnings of $0.44 per share, in line with the Zacks Consensus Estimate . This compares to a loss of $0.11 per share a year ago.
View source ↗
Earnings
Wed, Nov 11(in 5 weeks)
Consensus estimate $0.46 per share
Typical surprise +19.2% (median, so one quarter with a near-zero estimate can't distort it)
- Tue, Aug 11$0.44 vs $0.42beat
- Tue, May 12$0.47 vs $0.34beat
- Tue, Mar 3$0.31 vs $0.26beat
- Wed, Nov 12$0.50 vs $0.33beat
- Tue, Aug 12$-0.11 vs $0.24miss
- Tue, May 13$0.23 vs $0.23beat
Estimates and results for ONON via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by ONON officers and directors.
- Bought
- $10.6m
- Sold
- $995k
8 trades
9 trades
- Maguire Scott Andrewsold
- Sluis Franksold
- Bernhard Olivierbought
- Coppetti Caspar Felixbought
- Maguire Scott Andrewsold
- Bernhard Olivierbought
- Bernhard Olivierbought
- Coppetti Caspar Felixbought
62 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Angus Kingsenate · ME · disclosed Mar 24, 2026 (39d later)Sell$1,001 - $15,000
- Angus Kingsenate · ME · disclosed Aug 18, 2025 (28d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.