On Holding AG（股票代码：ONON）今日盘中大涨9.50%，引发市场广泛关注。这一显著涨幅主要得益于公司上调全年销售预期和强劲的第一季度业绩表现。
On Holding宣布将2025年全年净销售额增长率预期从此前的27%上调至至少28%。公司首席执行官兼首席财务官马丁·霍夫曼表示，4月份是公司有史以来最强劲的一个月，展望第二季度，需求依然强劲。此外，公司还小幅上调了调整后的年度核心利润率预期，从17%至17.5%上调至16.5%至17.5%。
On Holding第一季度业绩表现亮眼，销售额同比增长43%，达到7.266亿瑞士法郎（约8.6141亿美元），超过分析师预期的6.812亿瑞士法郎。这一增长主要得益于与演员Zendaya等的高调合作，以及Cloud 6和Cloudsurfer 2等新产品的成功发布。然而，公司公布的调整后每股收益为0.21瑞士法郎，略低于分析师预期的0.22瑞士法郎。面对潜在的关税影响，On Holding计划从7月开始在美国市场进行选择性定价调整，以减轻可能的负面影响。尽管如此，投资者仍对公司的增长前景保持乐观态度，推动股价在盘中交易中大幅上涨。
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