性能運動服製造商ON的第四季度銷售額因品牌知名度提升而激增;股票飆升

財報速遞
03-04

性能運動服公司On Holding AG (ONON) (NYSE:ONON)的股票在週二的盤前交易中走高,該公司公佈了2024財年第四季度的收益報告。 公司第四季度銷售額同比增長35.7%,達到6.066億瑞士法郎(6.9147億美元),超出了分析師普遍預期的5.9449億美元。 強勁的業績受益於On在全球範圍內迅速提升品牌知名度的能力。 直接面向消費者的銷售額增長43.4%,達到2.962億瑞士法郎,批發銷售額增長29.1%,達到3.104億瑞士法郎。 EMEA、美洲和亞太地區的淨銷售額分別增長了31.0%,達到1.474億瑞士法郎,增長28.1%,達到3.851億瑞士法郎,增長117.5%,達到7410萬瑞士法郎。 毛利潤跳升39.5%,從去年的2.702億瑞士法郎增至3.768億瑞士法郎,毛利率擴大170個基點,達到62.1%。 另閱: ServiceNow 與英偉達合作推出電信AI代理 季度運營收入增長30.2%,達到5310萬瑞士法郎,運營利潤率收縮30個基點,達到8.8%。 調整後的每股收益(EPS)爲0.38美元,高於普遍預期的0.18美元。 調整後的EBITDA增長38.3%,達到9940萬瑞士法郎,調整後的EBITDA利潤率擴大30個基點,達到16.4%。 截至2024年12月31日,公司擁有9.243億瑞士法郎的現金及現金等價物。 2025年展望: ON預計在不變匯率下,淨銷售額將至少增長27%,達到29.4億瑞士法郎。 On預計其毛利率將保持在約60.5%。公司預計調整後的EBITDA利潤率將在17.0%至17.5%之間。 此外,On表示,正在穩步推進其到2026年實現調整後的EBITDA利潤率超過18%的中期目標。 價格走勢: 最新數據顯示,週二盤前ON股價上漲6.69%,至51.05美元。 下閱:

  • 福特2月美國銷售額下滑8.9%,電動汽車銷售額增長15%
圖片來源:Shutterstock。

以上內容來自Benzinga Earnings專欄,原文如下:

Shares of performance sportswear company On Holding AG (NYSE:ONON) are trading higher in premarket on Tuesday after the fourth-quarter FY24 earnings.

The company reported fourth-quarter sales growth of 35.7% year-on-year to 606.6 million Swiss Francs ($691.47 million), beating the analyst consensus estimate of $594.49 million.

The strong performance was supported by On’s ability to convert on the rapid rise in brand awareness across the globe. 

Direct to consumer sales increased 43.4% to CHF 296.2 million and that of wholesale climbed 29.1% to CHF 310.4 million.

Net sales in EMEA, Americas and Asia-Pacific increased by 31.0% to CHF 147.4 million, 28.1% to CHF 385.1 million, 117.5% to CHF 74.1 million, respectively.

Gross profit jumped by 39.5% to CHF 376.8 million from CHF 270.2 million last year and the gross margin expanded 170 basis points to 62.1%.

Also Read: ServiceNow Unveils AI Agents For Telecoms In Collaboration With Nvidia

The operating income for the quarter grew 30.2% to CHF 53.1 million and the operating margin contracted by 30 basis points to 8.8%.

Adjusted EPS of $0.38 beat the consensus estimate of $0.18.

Adjusted EBITDA improved by 38.3% to CHF 99.4 million and the adjusted EBITDA margin expanded 30 basis points to 16.4%.

The company held CHF 924.3 million in cash and equivalents as of December 31, 2024.

Outlook 2025: ON expects to achieve a constant currency net sales growth rate of at least 27% to CHF 2.94 billion.

On expects to maintain its gross profit margin at around 60.5%. The company sees adjusted EBITDA margin in the range of 17.0% – 17.5%.

Also, On said it is steadily progressing toward its ambitious mid-term target of achieving an adjusted EBITDA margin of over 18% in 2026.

Price Action: ON shares are trading higher by 6.69% at $51.05 in premarket at last check Tuesday.

Read Next:

  • Ford February US Sales Slide 8.9%, EV Sales Jump 15%: Details

Image via Shutterstock.

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