性能运动服公司On Holding AG (ONON) (NYSE:ONON)的股票在周二的盘前交易中走高,该公司公布了2024财年第四季度的收益报告。 公司第四季度销售额同比增长35.7%,达到6.066亿瑞士法郎(6.9147亿美元),超出了分析师普遍预期的5.9449亿美元。 强劲的业绩受益于On在全球范围内迅速提升品牌知名度的能力。 直接面向消费者的销售额增长43.4%,达到2.962亿瑞士法郎,批发销售额增长29.1%,达到3.104亿瑞士法郎。 EMEA、美洲和亚太地区的净销售额分别增长了31.0%,达到1.474亿瑞士法郎,增长28.1%,达到3.851亿瑞士法郎,增长117.5%,达到7410万瑞士法郎。 毛利润跳升39.5%,从去年的2.702亿瑞士法郎增至3.768亿瑞士法郎,毛利率扩大170个基点,达到62.1%。 另阅: ServiceNow 与英伟达合作推出电信AI代理 季度运营收入增长30.2%,达到5310万瑞士法郎,运营利润率收缩30个基点,达到8.8%。 调整后的每股收益(EPS)为0.38美元,高于普遍预期的0.18美元。 调整后的EBITDA增长38.3%,达到9940万瑞士法郎,调整后的EBITDA利润率扩大30个基点,达到16.4%。 截至2024年12月31日,公司拥有9.243亿瑞士法郎的现金及现金等价物。 2025年展望: ON预计在不变汇率下,净销售额将至少增长27%,达到29.4亿瑞士法郎。 On预计其毛利率将保持在约60.5%。公司预计调整后的EBITDA利润率将在17.0%至17.5%之间。 此外,On表示,正在稳步推进其到2026年实现调整后的EBITDA利润率超过18%的中期目标。 价格走势: 最新数据显示,周二盘前ON股价上涨6.69%,至51.05美元。 下阅:
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%.
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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.
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