异动解读 | On Holding发布强劲财报上调全年预期,盘前股价大涨9.89%

异动解读
Nov 12, 2025

瑞士运动品牌On Holding AG(股票代码:ONON)今日盘前股价大涨9.89%,引发市场广泛关注。这一显著涨幅主要源于公司发布的2025财年第三季度财报超出市场预期。

根据财报显示,On Holding第三季度销售额达7.944亿瑞士法郎,同比增长24.9%,超过分析师预期的7.268亿瑞士法郎。公司净收入大幅增长289.8%,达到1.189亿瑞士法郎,净利率从去年同期的4.8%上升至15.0%。值得注意的是,公司在各个地区和产品类别都实现了强劲增长,其中亚太地区表现尤为突出,净销售额同比增长94.2%。此外,公司毛利率和调整后EBITDA利润率均有显著提升,分别达到65.7%和22.6%。

On Holding的出色业绩表现主要得益于其全球市场的快速扩张,特别是在亚太地区的强劲增长。公司直销和批发渠道的良好表现也为整体业绩做出了重要贡献。展望未来,On Holding对其增长前景充满信心,并上调了2025年全年收入预期至29.8亿瑞士法郎。公司表示将继续加大品牌建设和产品创新力度,以维持其在竞争激烈的运动品牌市场中的增长势头。

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