On Holding AG Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
37.7%projected annual EPS growth
Analyst Coverage
27analysts covering
FY EPS (est.)
$1.78next fiscal year
Monitoring Framework
Key Performance Indicators
Constant-Currency Net Sales Growth Quarterly2,640.0%Target: At least 23% for FY 2026
Gross Profit Margin Quarterly6,420.0%Target: At least 64.5% for FY 2026
Adjusted EBITDA Margin Quarterly2,100.0%Target: 19.5% to 20.0% for FY 2026
Watch Items
- U.S. Tariff Pressures on Vietnam Footwear ImportsTrigger: Incremental tariff rate exceeding the embedded 20% assumptionAction: Assess pricing power adjustments, evaluate sourcing diversification to other regions like Indonesia, and monitor impact on gross margin targets.
- Supply Chain Decarbonization and Renewable Energy AdoptionTrigger: Tier 1 supplier renewable electricity adoption rate falling behind the trajectory needed for 2027 targetsAction: Increase direct engagement with Tier 1 and Strategic Tier 2 partners, enforce zero-tolerance coal onboarding policies, and accelerate transition support.
Research as of 2 Sep 2026