NYSE$ONON
On Holding AG · Q4 2026 earnings
Q4 2026 earnings · · Before market open · Investor relations
Briefing
ONON Q4 2026 — extraction skipped
On Holding AG filed Form 6-K (accession 0000950103-26-005884) for Q4 2026, but headline financial numerics could not be extracted automatically: cached document missing (fetch error or PDF). The row is marked as AI-processed so the queue advances; numerics will be filled by Financial Datasets on its next pass.
- Form 6-K filed; press release body not parseable here.
- Reason: cached document missing (fetch error or PDF).
- Numerics rely on the Financial Datasets fallback.
Headline financials
Revenue & EPS history
On · Revenue · Quarterly
$954M
Revenue by segment
On · $1.49B total across 4 segments · Q2 2025
- Shoes$705M—47.3%
- Wholesale$441M—29.6%
- Direct-to-consumer$308M—20.7%
- Apparel$36.7M—2.5%
Forward guidance
For 2026, On expects at least 23% constant currency revenue growth, reported revenue of at least CHF 3.44 billion, gross margin of at least 63.0%, and adjusted EBITDA margin between 18.5% and 19.0%.
Tailwinds
- Expected revenue growth of at least 23% on a constant currency basis.
- Projected reported revenue of at least CHF 3.44 billion.
- Gross profit margin expected to reach at least 63.0%.
- Adjusted EBITDA margin projected between 18.5% and 19.0%.
- Strong momentum entering final year of three-year strategy.
Headwinds
- Guidance subject to foreign exchange fluctuations.
- Outlook based on current market conditions which may change.
- Macroeconomic and geopolitical uncertainties remain.
- Potential supply chain disruptions and cost inflation risks.
- Foreign exchange volatility may impact reported results.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 17 quarterly earnings reports · overlaid with Q4 2026
+6.4%
Avg return
Earnings day
+7.8%
Avg return
5 days after
+10.2%
Avg return
30 days after
59%
10 / 17 earnings
Positive
+41.2%
Q3 2021
Best reaction
-16.6%
Q1 2023
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q4 2026 | -6.1% | +3.3% | +5.2% | |
| Q3 2025 | +18.1% | +17.7% | +38.6% | |
| Q2 2025 | +9.0% | -0.8% | -5.3% | |
| Q1 2025 | +11.9% | +16.7% | +8.6% | |
| Q4 2024 | +5.8% | +16.7% | +8.6% | |
| Q3 2024 | +0.0% | -1.5% | +9.3% | |
| Q2 2024 | +2.6% | +7.6% | +24.0% | |
| Q1 2024 | +18.7% | +24.2% | +39.8% | |
| Q4 2023 | -1.0% | -1.2% | -2.4% | |
| Q3 2023 | +4.6% | +3.9% | +15.0% | |
| Q2 2023 | -12.4% | -12.6% | -11.4% | |
| Q1 2023 | -16.6% | -20.2% | -9.4% | |
| Q4 2022 | +26.8% | +46.8% | +47.8% | |
| Q2 2022 | -1.6% | -1.6% | +20.9% | |
| Q1 2022 | -3.8% | -2.2% | -16.0% | |
| Q4 2021 | +11.1% | +12.3% | +1.6% | |
| Q3 2021 | +41.2% | +23.4% | -0.9% | |
| Q1 2021 | — | — | — | |
| Q4 2020 | — | — | — | |
| Q3 2020 | — | — | — | |
| Q2 2020 | — | — | — | |
| Q1 2020 | — | — | — |
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