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On Holding AG
28.95
-0.5600
-1.90%
成交量:
513.48萬
成交額:
1.48億
市值:
96.40億
市盈率:
19.76
高:
29.08
開:
28.89
低:
28.55
收:
29.51
52周最高:
51.08
52周最低:
28.55
股本:
3.33億
流通股本:
2.47億
量比:
1.28
換手率:
2.08%
股息:
- -
股息率:
- -
每股收益(TTM):
1.47
每股收益(LYR):
0.7695
淨資產收益率:
23.95%
總資產收益率:
9.58%
市淨率:
4.05
市盈率(LYR):
37.62
資料載入中...
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公司
新聞資訊
公告
安德瑪下跌2.1%,昂跑下跌2.4%。
智通财经
·
昨天
異動解讀|昂跑盤中下跌5.02%,Q2業績不及預期後持續承壓
行情直击
·
08/21
硅谷中產也帶不動,昂跑二季度增速放緩至13.5%,跑鞋賣到2000元還要繼續漲價
时代财经
·
08/14
大行評級|Raymond James:削減昂跑目標價至38美元,評級降至「跑贏大市」
格隆汇
·
08/13
降了速的昂跑反而更值錢
虎嗅APP
·
08/12
營收不及預期,昂跑要在增速與高毛利之間取捨
华尔街见闻
·
08/12
On Holding AG(ONON)股票8月11日盤中下跌20.38%:釋放什麼信號?
TradingKey中文
·
08/12
美股異動 | Q2營收不及預期 昂跑(ONON.US)早盤大跌超18%
智通财经
·
08/11
第4次更新-受費德勒支持的On公司股價暴跌,因美洲地區運動服飾業務增長放緩
路透中文
·
08/11
直銷業務激增推高On Holding運營支出
投资观察
·
08/11
On Holding有意放緩批發增長,以維護高端品牌定位
投资观察
·
08/11
異動解讀 | On Holding AG盤中大跌20.53%,Q2營收不及預期疊加批發渠道增長放緩
异动解读
·
08/11
異動解讀|昂跑盤中下跌18.79%,Q2營收不及預期疊加批發渠道增長放緩
行情直击
·
08/11
Jefferies 表示,On Holding 股價短期內或持續承壓
投资观察
·
08/11
On Holding二季度業績不及預期,外匯衝擊與批發疲軟成主要拖累
投资观察
·
08/11
運動服飾品牌On二季度銷售額不及預期,上調利潤率展望
老虎资讯综合
·
08/11
$昂跑(ONON.US)$ 發布最新季度財報,每股收益 0.44 美元,較分析師一致預期 0.41 美元高出 7.32%
智通财经
·
08/11
On Holding AG發布2026年淨銷售展望:按固定匯率計算,銷售額預計達34.7億至35.6億瑞士法郎,增長率在20%出頭的區間
美股速递
·
08/11
異動解讀|昂跑盤前下跌16.43%,審慎調控批發渠道引發增長擔憂
行情直击
·
08/11
異動解讀 | 批發渠道策略引發擔憂,On Holding AG盤前大跌6.29%
异动解读
·
08/11
更多
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James:削減昂跑目標價至38美元,評級降至「跑贏大市」","url":"https://stock-news.laohu8.com/highlight/detail?id=2659184791","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659184791?lang=zh_tw&edition=fundamental","pubTime":"2026-08-13 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18:19","pubTimestamp":1786529940,"startTime":"0","endTime":"0","summary":"但对2021年上市以来规模扩大超过两倍、一直享受成长股估值的昂跑而言,增速换挡本身就是最大的利空。营收仅为 Lululemon 三分之一的昂跑,当前市值却达到后者近三分之二水平,本质是资本市场在为其复刻生活方式品牌的成长路径提前定价。昂跑将这一变化部分归因于主动调整。作为昂跑近年来最重要的战略之一,DTC 是昂跑当前最核心的增长抓手,其价值毋庸置疑。二季度,昂跑 DTC 收入 3.884 亿瑞郎,占总收入比重接近 46%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://mp.weixin.qq.com/s?__biz=MTQzMjE1NjQwMQ==&mid=2656193344&idx=2&sn=1bde5cf6d6723a2fba8ecf6acf2e6ae6&chksm=67e99fb29e194e101b38f92b54d11579dda21cb930d8d62af9d67a772e7dc79e6763297cbcf1&scene=0#rd","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"weixin_highlight","symbols":["LU1804176565.USD","BK4547","BK4588","LU0289961442.SGD","ONON","LU0472753341.HKD","LU0057025933.USD","BK4585","BK4146","LU0069063385.USD","LU2265009873.SGD","LU0511384066.AUD","LU0289739343.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658978730","title":"營收不及預期,昂跑要在增速與高毛利之間取捨","url":"https://stock-news.laohu8.com/highlight/detail?id=2658978730","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658978730?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 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批发渠道显著放缓,尤其是在至关重要的北美市场。\n• 管理层优先坚持正价策略,而非降价促销,以保护毛利率。","market":"fut","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262096801-market-movers-onon-20260811","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0472753341.HKD","BK4547","BK4146","SLVR","LU1804176565.USD","ONON","LU0511384066.AUD","SLJY","BK4585","LU0289739343.SGD","SLVX","BK4588","BK4210","AG","LU0069063385.USD","LU0057025933.USD","LU2265009873.SGD","LU0289961442.SGD","SILJ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658911234","title":"美股異動 | Q2營收不及預期 昂跑(ONON.US)早盤大跌超18%","url":"https://stock-news.laohu8.com/highlight/detail?id=2658911234","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658911234?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 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Holding運營支出","url":"https://stock-news.laohu8.com/highlight/detail?id=1114842662","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1114842662?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 23:10","pubTimestamp":1786461047,"startTime":"0","endTime":"0","summary":"1102 ET - On Holding第二季度销售、一般及行政费用飙升近19%,达到4.363亿瑞士法郎(约合5.384亿美元)。首席财务官Frank Sluis在与分析师的电话会议上表示,这一增长符合预期——这家跑鞋制造商正优先发展直销业务,其运营成本远高于批发零售。直销收入同比增长了26%。尽管成本高企,Sluis强调这笔投入是值得的。他称直销是On Holding“最具影响力的渠道、利润率最高的渠道,也是我们最能清晰把握品牌势头的窗口”。他指出:“这是我们全面定义品牌体验的阵地。因此,看到它驱动业务增长,是我们最满意的成果之一。”On Holding股价暴跌19%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ONON","LU0057025933.USD","BK4588","BK4547","LU0289739343.SGD","LU2265009873.SGD","LU0069063385.USD","BK4585","BK4146","LU0472753341.HKD","LU0511384066.AUD","LU1804176565.USD","LU0289961442.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1184842407","title":"On Holding有意放緩批發增長,以維護高端品牌定位","url":"https://stock-news.laohu8.com/highlight/detail?id=1184842407","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1184842407?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 22:34","pubTimestamp":1786458898,"startTime":"0","endTime":"0","summary":"1032 ET——On Holding首席财务官Frank Sluis透露,在最新季度中,该公司刻意抑制了部分批发渠道的增长。Sluis在与分析师的电话会议中表示,公司有意限制批发出货量,以避免零售商库存积压。“这确实牺牲了部分批发增长,但它保护了我们的合作伙伴、库存健康以及高端定位,同时确保我们能在2027年推出我们认为卓越的创新产品时占据最佳位置,”Sluis如是说。受此影响,On Holding股价下跌19%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0511384066.AUD","LU2265009873.SGD","LU0289739343.SGD","BK4146","LU0289961442.SGD","LU0472753341.HKD","ONON","BK4585","BK4547","LU1804176565.USD","LU0069063385.USD","BK4588","LU0057025933.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1115973134","title":"異動解讀 | On Holding AG盤中大跌20.53%,Q2營收不及預期疊加批發渠道增長放緩","url":"https://stock-news.laohu8.com/highlight/detail?id=1115973134","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1115973134?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 21:35","pubTimestamp":1786455302,"startTime":"0","endTime":"0","summary":"On Holding AG今日盘中股价大幅下挫20.53%,引发市场广泛关注。尽管公司将全年毛利率预期上调至至少65%,但营收缺口仍引发市场对增长动能的担忧。核心压力来自批发渠道。Jefferies分析师指出,全球批发增长放缓、费用攀升、库存偏高及核心客户留存率下降等因素叠加,预计美国业务明年将显著减速。综合来看,这些趋势预示着未来将面临负面修正,股价短期内或持续承压。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["ONON"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1184126552","title":"異動解讀|昂跑盤中下跌18.79%,Q2營收不及預期疊加批發渠道增長放緩","url":"https://stock-news.laohu8.com/highlight/detail?id=1184126552","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1184126552?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 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股價短期內或持續承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1104022303","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1104022303?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 19:36","pubTimestamp":1786448197,"startTime":"0","endTime":"0","summary":"0731 北京时间 — Jefferies 分析师在一份研究报告中指出,On Holding(股票代码:ONON)第二季度财报反映出全球批发渠道增长放缓、销售与管理费用加速攀升,以及核心客户留存率下降等不利因素。尽管公司毛利率有所改善,但分析师认为,随着业务增速趋缓且资产负债表上的库存水平偏高,这种改善似乎难以持续。分析师预计,On Holding 的美国业务明年将显著减速,而与此同时,费用将持续增长,利润率也将面临压力。综合来看,这些趋势预示着未来将面临负面修正。分析师表示,预计该股仍将承压,因 On Holding 盘前交易已下跌近 17%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0289961442.SGD","LU0511384066.AUD","LU2265009873.SGD","LU0069063385.USD","BK4547","LU0289739343.SGD","LU1804176565.USD","LU0057025933.USD","BK4146","BK4585","ONON","LU0472753341.HKD","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1112209081","title":"On Holding二季度業績不及預期,外匯衝擊與批發疲軟成主要拖累","url":"https://stock-news.laohu8.com/highlight/detail?id=1112209081","media":"投资观察","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1112209081?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 19:13","pubTimestamp":1786446781,"startTime":"0","endTime":"0","summary":"0705 ET——On Holding未能达到收入预期,主要受到远超预期的外汇冲击以及批发业务疲软的影响。威廉·布莱尔分析师在研究报告中指出,整体毛利率虽然表现亮眼,成为财报中的一抹亮色,但销售额的下滑,叠加费用增长,最终传导至利润端,拖累了整体盈利表现。他们补充道,鉴于公司的可见度有限,On的季度业绩往往难以提前预测。“On Holding依然证明,它是一只围绕财报期难以把握的股票。”受此消息影响,On Holding盘前交易大跌16%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0511384066.AUD","LU1804176565.USD","LU2265009873.SGD","BK4146","LU0289739343.SGD","BK4585","LU0069063385.USD","ONON","LU0289961442.SGD","LU0472753341.HKD","LU0057025933.USD","BK4547","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1145448466","title":"運動服飾品牌On二季度銷售額不及預期,上調利潤率展望","url":"https://stock-news.laohu8.com/highlight/detail?id=1145448466","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1145448466?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 17:31","pubTimestamp":1786440672,"startTime":"0","endTime":"0","summary":"运动服饰品牌 $On Holding AG(ONON)$周二公布,第二季度净销售额未达到华尔街预期,显示出消费者环境趋于严峻以及美国关税导致成本上升所带来的压力。On管理层强调,公司当前将盈利能力置于销售规模之上,同时注意避免通过打折促销来推动销量所带来的风险。截至6月30日的季度,On实现净销售额8.503亿瑞士法郎(约合10.5亿美元),低于分析师预计的8.7816亿瑞士法郎。利润率展望与此同时,公司将全年毛利率预期上调至至少65%,高于此前预计的64.5%。受消息影响,On盘前跌 14%。","market":"us","thumbnail":"https://community-static.tradeup.com/news/6a8e82eb0bc64701b96c13e6685393ac","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/6a8e82eb0bc64701b96c13e6685393ac"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"72e3de9ba94345e5a6a76224eeec6cd3","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"运动服饰品牌On二季度销售额不及预期,上调利润率展望","news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ONON"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658965039","title":"$昂跑(ONON.US)$ 發布最新季度財報,每股收益 0.44 美元,較分析師一致預期 0.41 美元高出 7.32%","url":"https://stock-news.laohu8.com/highlight/detail?id=2658965039","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658965039?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 17:27","pubTimestamp":1786440475,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["SQMX","BK4146","LU0069063385.USD","BK4585","LU0472753341.HKD","UDN","LU0289961442.SGD","BK4547","LU0289739343.SGD","LU2265009873.SGD","UUP","LU0511384066.AUD","BK4588","LU1804176565.USD","PSET","LU0057025933.USD","ONON"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1152154773","title":"On Holding AG發布2026年淨銷售展望:按固定匯率計算,銷售額預計達34.7億至35.6億瑞士法郎,增長率在20%出頭的區間","url":"https://stock-news.laohu8.com/highlight/detail?id=1152154773","media":"美股速递","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1152154773?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 17:11","pubTimestamp":1786439475,"startTime":"0","endTime":"0","summary":"On Holding AG(股票代码:ONON)今日对外公布了其2026年的业绩展望。根据这份展望,按固定汇率计算,公司预计未来一年的净销售额将落在34.7亿至35.6亿瑞士法郎的区间内。这一预测表明,其销售额增长率将维持在20%出头的水平,彰显出强劲的发展势头。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0289739343.SGD","LU0472753341.HKD","BK4146","BK4588","BK4547","LU0069063385.USD","ONON","LU0057025933.USD","LU1804176565.USD","LU2265009873.SGD","LU0511384066.AUD","LU0289961442.SGD","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1173027763","title":"異動解讀|昂跑盤前下跌16.43%,審慎調控批發渠道引發增長擔憂","url":"https://stock-news.laohu8.com/highlight/detail?id=1173027763","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1173027763?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 17:03","pubTimestamp":1786439021,"startTime":"0","endTime":"0","summary":"8月11日,On Holding盘前下跌16.43%,报32.6美元/股,成交额55.69万美元。消息面上,公司于盘前发布最新季度财报,同时披露正主动调控批发渠道的销售节奏,在促销浪潮中竭力维护全价销售策略的完整性。此举虽有利于长期品牌价值,但市场担忧其短期营收增速承压。此前市场一致预期本季度营收约8.79亿瑞郎(同比增24.65%),公司对批发渠道的审慎态度或令实际增长低于预期。值得注意的是,公司此前曾因营收指引不及预期而遭遇类似幅度的暴跌,管理层在增长与品牌溢价之间的取舍持续考验市场信心。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"昂跑盘前下跌16.43%,审慎调控批发渠道引发增长担忧","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ONON"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1174771361","title":"異動解讀 | 批發渠道策略引發擔憂,On Holding AG盤前大跌6.29%","url":"https://stock-news.laohu8.com/highlight/detail?id=1174771361","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1174771361?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 17:02","pubTimestamp":1786438946,"startTime":"0","endTime":"0","summary":"On Holding AG(ONON)今日盘前交易时段股价大幅下跌6.29%,引发市场广泛关注。消息面上,据报道,On Holding正主动管理批发渠道的销售节奏,竭力在充满促销诱惑的市场环境中,维护其全价销售策略的完整性。这一举措旨在抵御行业普遍的价格战,确保品牌价值不受侵蚀。然而,市场对此解读为公司在批发渠道可能面临增长压力,主动调控销售节奏或意味着批发业务短期内将承压,进而影响整体营收表现,导致投资者情绪趋于谨慎。在当前消费市场促销氛围浓厚的背景下,On Holding坚持全价策略虽有助于长期品牌建设,但短期内可能牺牲部分市场份额和销售增速,这也是股价出现明显波动的主要原因。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["ONON"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":4,"pageCount":1,"totalSize":75,"code":"91000000","status":"200"}]}}