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On Holding AG

28.83

-0.6800-2.30%

盤後：28.960.1300+0.45%16:15 EDT

成交量：999.32萬

成交額：2.88億

市值：96.00億

市盈率：19.68

高：29.08

開：28.88

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：4.05%

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：4.02

市盈率(LYR):37.47

資料載入中...

總覽公司新聞資訊公告

On Holding高管表示美國銷售與分銷勢頭依然強勁

On Holding AG：轉化率有望提升——市場觀察

市場熱議：On Holding銷售增速放緩引擔憂

「讚達亞效應」助推運動服飾製造商On實現2026年利潤率目標

異動解讀 | 全年營收指引不及市場預期，On Holding AG盤前大跌7.17%

運動服飾品牌On上調2026年利潤預期，因其吸引了更多年輕女性顧客

昂跑一季度業績超預期，中國市場實現兩位數高增長，耐克表現疲軟

环球市场播报

關注焦點：Venture Global、Hims & Hers、GoPro等個股動態

異動解讀 | On Holding AG盤前大漲5.76%，因與巨星讚達亞合作及CEO看好增長前景

On Holding AG聯席CEO卡斯帕·科佩蒂專訪：我們仍有巨大增長空間，正吸引大量新消費者

On聯合CEO科佩蒂：與讚達亞合作，我們正對話更新、更年輕、更女性化的社群

明日關注要點——5月12日（星期二）

財報前瞻｜On Holding AG本季度營收預計增長20.80%，機構觀點偏向看多

「新中產三寶」昂跑換帥，創始人迴歸收權，去年增長不增利

動刀管理層，昂跑能跑得更快嗎

從專業跑鞋到全品類擴張：昂跑增長背後的品牌認同危機

耐克第三季度銷售額超出預期

昂跑CEO卸任，創始人接棒 | 二姨看時尚

21世纪经济报道

On昂跑現任CEO將於5月1日卸任；橘宜集團2025年收入超43億元丨消費早參

每日经济新闻

On Holding AG股價因管理層變動暴跌

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Holding銷售增速放緩引擔憂","url":"https://stock-news.laohu8.com/highlight/detail?id=1178167902","media":"投资观察","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1178167902?lang=zh_tw&edition=fundamental","pubTime":"2026-05-13 00:48","pubTimestamp":1778604512,"startTime":"0","endTime":"0","summary":"杰富瑞分析师在一份研究报告中指出，瑞士运动鞋制造商On Holding AG的美国业务正遭遇瓶颈。最新数据显示，该公司在北美市场的销售额同比仅增长约3%，与去年同期33%的强劲增幅相比大幅下滑。分析师进一步表示，其直接面向消费者的销售增长也在减速——该业务板块本季度销售额增长16%，远低于一年前45%的增速。\n分析师警告称：“如果美国市场销售额转为负增长，同时直销业务持续放缓，那么公司的利润率优势将难以为继，并可能开始下滑。”受此消息影响，On Holding股价应声下跌4%。","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":["LU1804176565.USD","LU0472753341.HKD","ONON","LU2265009873.SGD","LU0289961442.SGD","BK4547","LU0289739343.SGD","LU0069063385.USD","BK4585","BK4146","LU0057025933.USD","BK4588","LU0511384066.AUD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634221062","title":"「讚達亞效應」助推運動服飾製造商On實現2026年利潤率目標","url":"https://stock-news.laohu8.com/highlight/detail?id=2634221062","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634221062?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 22:09","pubTimestamp":1778594961,"startTime":"0","endTime":"0","summary":"更新版 1-更新 1-“赞达亚效应”助推运动服饰制造商On实现2026年利润率目标在第6段中添加分析师评论，在第7段中更新股价信息On 因新款运动鞋销量提升而上调盈利预期与赞达亚的合作正吸引更多年轻女性关注On品牌Helen Reid/Juveria Tabassum路透5月12日 - 运动服饰品牌On周二上调了利润率预期，此前其第一季度销售额表现强劲。On现预计2026年营业利润率将在19.5%至20%之间，高于此前预期的18.5%至19%，毛利率将至少达到64.5%。","market":"hk","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260512:nL4T41P1N8:1","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":["BK4533","BK4561","LU2265009873.SGD","DKS","BK4581","LU1988902786.USD","LU0310800965.SGD","LU2264538146.SGD","BK4585","LU0472753341.HKD","BK4588","BK4558","LU0029864427.USD","LU1303367103.USD","LU0889566641.SGD","LU1267930813.SGD","LU0792757196.USD","LU0128525689.USD","BK4566","LU0128525929.USD","LU2098885051.SGD","LU0289739343.SGD","ONON","LU0289961442.SGD","LU0786609619.USD","LU0708994859.HKD","LU1064131342.USD","LU0052756011.USD","IE00BFXG0V08.USD","LU1804176565.USD","BK4534","IE00BYQQ9H92.USD","LU0310800379.SGD","BK4547","LU1267930227.SGD","BK4146","LU0511384066.AUD","LU1267930573.SGD","LU0057025933.USD","BK4200","LU0069063385.USD","LU0823411888.USD","NKE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1169106462","title":"異動解讀 | 全年營收指引不及市場預期，On Holding AG盤前大跌7.17%","url":"https://stock-news.laohu8.com/highlight/detail?id=1169106462","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1169106462?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 21:57","pubTimestamp":1778594253,"startTime":"0","endTime":"0","summary":"瑞士运动品牌On Holding AG（ONON）今日盘前股价大幅下挫7.17%，市场关注度显著提升。消息面上，尽管公司公布的一季度业绩表现强劲，营收与盈利均超出分析师预期，但公司同时给出的全年营收指引为至少35.1亿瑞士法郎，这一数字低于市场普遍预期的35.4亿瑞士法郎。市场认为，这一略显保守的营收展望引发了投资者对公司未来增长潜力的担忧，成为股价承压下跌的核心因素。此前，公司因一季度业绩超预期及上调利润率展望，股价在盘前一度上涨，但全年营收指引公布后，市场情绪迅速转向，导致股价由涨转跌。","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":"-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":"2634925402","title":"運動服飾品牌On上調2026年利潤預期，因其吸引了更多年輕女性顧客","url":"https://stock-news.laohu8.com/highlight/detail?id=2634925402","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634925402?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 17:49","pubTimestamp":1778579350,"startTime":"0","endTime":"0","summary":"更新 1-运动服饰品牌On上调2026年利润预期，因其吸引了更多年轻女性顾客On上调年度盈利能力预期，得益于新款运动鞋的销售与赞达亚的合作正吸引更多年轻女性关注该品牌联合首席执行官表示On的客户能够应对高油价在第4段补充股价及销售额增长数据，第9段及图表中补充股价信息，第10段补充消费者评论Helen Reid/Juveria Tabassum路透5月12日 - 运动服饰品牌On周二在第一季度销售额强劲增长后上调了利润率预期。","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260512:nL4T41P0WK:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0310800379.SGD","BK4585","LU0029864427.USD","LU0511384066.AUD","BK4581","LU0708994859.HKD","IE00BYQQ9H92.USD","DKS","LU0289961442.SGD","LU0792757196.USD","NKE","LU0069063385.USD","LU1267930573.SGD","LU1988902786.USD","LU0052756011.USD","BK4588","LU1804176565.USD","LU0472753341.HKD","BK4200","LU1267930813.SGD","BK4533","BK4547","LU0128525689.USD","LU0128525929.USD","LU0289739343.SGD","BK4146","LU1267930227.SGD","LU0310800965.SGD","ONON","IE00BFXG0V08.USD","LU2265009873.SGD","BK4566","LU0057025933.USD","LU1303367103.USD","LU0786609619.USD","LU2098885051.SGD","BK4534","BK4561","LU2264538146.SGD","LU0823411888.USD","LU0889566641.SGD","BK4558","LU1064131342.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634946532","title":"昂跑一季度業績超預期，中國市場實現兩位數高增長，耐克表現疲軟","url":"https://stock-news.laohu8.com/highlight/detail?id=2634946532","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634946532?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 17:24","pubTimestamp":1778577840,"startTime":"0","endTime":"0","summary":"　　瑞士运动服饰品牌昂跑营收、盈利双双超出华尔街预期，并上调全年盈利前景。　　昂跑本季度再度实现高增长，但直营业务不及市场预期。本季度末前夕，昂跑宣布首席执行官马丁霍夫曼卸任，由联合创始人戴维阿勒曼与卡斯帕科佩蒂共同接任联席首席执行官。这套战略在中国市场成效尤为显著：中国市场销售额实现两位数高增长，服装品类渗透率高达 30%，而公司全球平均渗透率仅约 6%。","market":"sg","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://finance.sina.com.cn/stock/usstock/c/2026-05-12/doc-inhxrshk9923764.shtml","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":"sina","symbols":["LU2265009873.SGD","LU0889566641.SGD","ONON","HXC","LU2098885051.SGD","BK4547","BK4561","LU0823411888.USD","ASHR","LU1267930573.SGD","BK4504","IE00BYQQ9H92.USD","LU0128525689.USD","BK4614","LU0289739343.SGD","LU0289961442.SGD","LU0472753341.HKD","LU1267930227.SGD","IE00BFXG0V08.USD","LU1804176565.USD","LU0052756011.USD","BK4566","ASHS","KWEB","DRAG","BK4581","LU0792757196.USD","LU0963586101.USD","BK4534","LU1303367103.USD","LU0057025933.USD","CQQQ","LU0786609619.USD","LU0708994859.HKD","BK4146","LU0029864427.USD","LU0128525929.USD","LU0069063385.USD","LU0310800379.SGD","BK4585","BK4588","BK4558","LU1267930813.SGD","LU0310800965.SGD","BK4533","LU0511384066.AUD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1110023794","title":"關注焦點：Venture Global、Hims & Hers、GoPro等個股動態","url":"https://stock-news.laohu8.com/highlight/detail?id=1110023794","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1110023794?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 17:18","pubTimestamp":1778577489,"startTime":"0","endTime":"0","summary":"液化天然气出口商Venture Global Inc. 将于今日早间公布财报。由于霍尔木兹海峡关闭，该公司有望从中受益，其业绩或将揭示当前市场需求的实际强度。该股在盘前交易中已出现上涨。远程医疗平台Hims & Hers Health Inc. 的股价在盘前重挫逾15%。此前，该公司表示，其对减肥产品线的调整重组导致成本上升。运动品牌Under Armour 和On Holding AG 预计将于今日发布财报。市场情报公司ZoomInfo Technologies Inc. 股价暴跌。该公司于周一晚间下调了其全年业绩指引。","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":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0289961442.SGD","LU0511384066.AUD","LU1804176565.USD","LU0069063385.USD","LU1093756168.USD","BAYRY","HMYY","GPRO","HIYY","BK4213","NVOH","UA","HIMZ","BK4007","BK4585","LU1093756325.SGD","BK4146","BK4202","BK4532","LU0154236417.USD","NVO","BK4588","BK4078","BK4023","HIMS","LU0057025933.USD","VG","NVOX","GTM","BK4599","LU0289739343.SGD","LU0472753341.HKD","BK4196","IE00BKVL7J92.USD","BK4547","LU2265009873.SGD","ONON","BK4077","HIMY","IE00BZ1G4Q59.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1159247120","title":"異動解讀 | On Holding AG盤前大漲5.76%，因與巨星讚達亞合作及CEO看好增長前景","url":"https://stock-news.laohu8.com/highlight/detail?id=1159247120","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1159247120?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 17:04","pubTimestamp":1778576680,"startTime":"0","endTime":"0","summary":"On Holding AG今日盘前股价大幅上涨5.76%，引起了市场的广泛关注。消息面上，公司联合首席执行官马丁·科佩蒂表示，与全球巨星赞达亚的合作，旨在触及并连接更为新兴、年轻且女性比例更高的消费群体。这一战略合作超越了传统代言范畴，是品牌与更广泛、更多元社群展开深度对话的重要举措。此外，公司联席首席执行官卡斯帕·科佩蒂在近日的采访中也指出，On Holding AG依然拥有广阔的成长前景，目前正成功吸引大量新消费群体，这为未来的持续扩张奠定了坚实基础。他强调品牌的核心增长动力并未减弱，市场机遇依然显著。","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},{"id":"1101455936","title":"On Holding AG聯席CEO卡斯帕·科佩蒂專訪：我們仍有巨大增長空間，正吸引大量新消費者","url":"https://stock-news.laohu8.com/highlight/detail?id=1101455936","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1101455936?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 17:02","pubTimestamp":1778576569,"startTime":"0","endTime":"0","summary":"On Holding AG的联席首席执行官卡斯帕·科佩蒂近日在接受采访时表示，这家运动品牌依然拥有广阔的成长前景。他指出，公司目前正成功吸引大量新消费群体，这为未来的持续扩张奠定了坚实基础。\n科佩蒂强调，品牌的核心增长动力并未减弱，市场机遇依然显著。通过不断创新产品与体验，公司能够有效触达更广泛的受众，从而开拓新的增长维度。这一战略不仅巩固了现有市场地位，也为长期发展注入了强劲活力。","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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0289961442.SGD","LU0472753341.HKD","BK4146","LU0289739343.SGD","LU1804176565.USD","BK4588","LU2265009873.SGD","BK4585","LU0069063385.USD","LU0511384066.AUD","BK4547","LU0057025933.USD","ONON"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1165686084","title":"On聯合CEO科佩蒂：與讚達亞合作，我們正對話更新、更年輕、更女性化的社群","url":"https://stock-news.laohu8.com/highlight/detail?id=1165686084","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1165686084?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 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AG联合首席执行官马丁·科佩蒂表示，公司与全球巨星赞达亚的合作，旨在触及并连接更为新兴、年轻且女性比例更高的消费群体。\n科佩蒂指出，这一战略合作超越了传统代言范畴，是品牌与更广泛、更多元社群展开深度对话的重要举措。","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":["BK4588","LU0289739343.SGD","LU0472753341.HKD","BK4146","LU0289961442.SGD","LU0511384066.AUD","ONON","LU2265009873.SGD","LU0057025933.USD","LU0069063385.USD","LU1804176565.USD","BK4585","BK4547"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634233000","title":"明日關注要點——5月12日（星期二）","url":"https://stock-news.laohu8.com/highlight/detail?id=2634233000","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634233000?lang=zh_tw&edition=fundamental","pubTime":"2026-05-11 23:57","pubTimestamp":1778515051,"startTime":"0","endTime":"0","summary":"明日关注要点——5月12日（星期二）《今日要闻》是一份通过电子邮件和PDF形式发布的刊物，内容涵盖当日的主要新闻、事件、分析及其他专题报导。所有时间均为ET/GMT5月11日 -  投资者正密切关注即将公布的美国经济数据，其中通胀问题备受瞩目。预计美国劳工统计局发布的4月CPI报告将显示，当月物价环比上涨0.6%。剔除食品和能源的核心CPI预计环比上涨0.3%，年率将升至约2.7%。Venture Global预计将报告第一季度经调整利润同比下降。","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260511:nL4T41O1B9:1","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":["LU0499858602.USD","LU0348805143.USD","BK1588","BK4213","LU1366334578.USD","LU0048580855.USD","LU0164880469.USD","LU0359202008.SGD","LU0456842615.SGD","LU2242644610.SGD","LU1282649810.SGD","LU0163747925.USD","LU0348735423.USD","IE00B29SXG58.USD","LU1808992512.USD","LU0499858438.USD","BK1249","BK4585","LU2039709279.SGD","JD","LU0051755006.USD","LU1770034418.SGD","LU2257852520.SGD","BK1615","LU1044875133.USD","LU1282651048.USD","LU0791590937.USD","LU0029875118.USD","LU0314109678.HKD","LU1366334651.USD","ONON","LU0588545904.SGD","LU0211977185.USD","BK4023","89618","LU1328277881.USD","LU0052750758.USD","LU0791591158.USD","LU1794554557.SGD","IE00B3M56506.USD","VG","BK1142","LU0259732245.USD","LU0348825331.USD","SG9999001226.SGD","09618","BK1575","LU0164865239.USD","LU0320764755.SGD","LU1481107354.HKD","LU1044876610.USD","BK4588","LU0231483743.USD","BK1591","SG9999002562.SGD","LU0327786744.USD","LU0228367735.SGD","LU0588545490.SGD","LU0315179316.USD","LU1813983027.USD","LU0417516902.SGD","LU0488056044.USD","LU0293314216.USD","LU0672654166.SGD","LU0431992006.USD","LU0456827905.SGD","LU0345775950.USD","LU1251922891.USD","LU0708995583.HKD","BK1619","LU0140636845.USD","IE0032431581.USD","LU0543330483.HKD","LU1044874839.SGD","LU0128522157.USD","LU0868486357.SGD","LU0359201885.HKD","IE00BGV7N243.SGD","LU1303224171.USD","SG9999002828.SGD","LU0456846285.SGD","LU0531971595.HKD","LU0084288322.USD","LU0359201612.USD","LU1720050803.USD","LU1719994722.HKD","LU0588546209.SGD","LU1282649067.USD","LU1023057109.AUD","LU0384037296.USD","LU0469268626.HKD","LU0594300419.USD","LU0307460666.USD","LU0370786039.SGD","LU0828237510.HKD","BK1610","LU0320764599.SGD","LU1282651121.HKD","BK1502","LU0228659784.USD","LU0149721374.USD","LU0865486749.SGD","LU0345776255.USD","LU0871576103.HKD","UAA","LU0417516738.SGD","LU1224444064.USD","LU1642822792.SGD","LU0039217434.USD","SE","LU1770036033.HKD","LU0588545730.USD","LU0315178854.USD","LU0572944931.SGD","LU0650527681.SGD","BK4202"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1169727859","title":"財報前瞻｜On Holding AG本季度營收預計增長20.80%，機構觀點偏向看多","url":"https://stock-news.laohu8.com/highlight/detail?id=1169727859","media":"财报Agent","labels":["earningPreview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1169727859?lang=zh_tw&edition=fundamental","pubTime":"2026-05-05 08:29","pubTimestamp":1777940981,"startTime":"0","endTime":"0","summary":"On Holding AG将于2026年05月12日发布财报，市场关注收入与盈利质量的同步改善及渠道结构变化带来的毛利率弹性。市场一致预期本季度On Holding AG营收为8.23亿美元，同比增长20.80%；EBIT为1.04亿美元，同比增长48.15%；调整后每股收益为0.27元，同比增长23.45%。市场近期的机构声音偏向看多，关注公司在DTC渗透提升与产品升级带动下的利润率改善与增长确定性。","market":"sh","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":"财报前瞻｜On Holding AG本季度营收预计增长20.80%，机构观点偏向看多","news_tag":"earningPreview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ONON"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627907252","title":"「新中產三寶」昂跑換帥，創始人迴歸收權，去年增長不增利","url":"https://stock-news.laohu8.com/highlight/detail?id=2627907252","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627907252?lang=zh_tw&edition=fundamental","pubTime":"2026-04-16 09:36","pubTimestamp":1776303407,"startTime":"0","endTime":"0","summary":"不到一年时间里，两位职业经理人CEO先后离开，创始人回归收权。新晋“中产三宝”，去年增收不增利、亚太市场业绩暴增96%Hoffmann曾带领昂跑从小众品牌走向全球化公司并在期间完成上市。其鞋类产品定价普遍分布在1000-2000元，瞄准中产消费群体，因此与Hoka、萨洛蒙并称“新中产三宝”。2025年，昂跑加速布局线下门店，其DTC收入占比已增至42%。财报显示，2025年昂跑服装业务净销售额同比增长68.2%，配饰业务增长124.1%，增速远超核心鞋类业务的27.5%。","market":"sh","thumbnail":"","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.lanjinger.com/d/1776254475104543224","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":"lanjinger_stock","symbols":["BK4585","BK4547","LU0511384066.AUD","LU1804176565.USD","LU0472753341.HKD","BK4588","LU0057025933.USD","LU0069063385.USD","LU0289739343.SGD","BK4146","LU0289961442.SGD","LU2265009873.SGD","ONON"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627449859","title":"動刀管理層，昂跑能跑得更快嗎","url":"https://stock-news.laohu8.com/highlight/detail?id=2627449859","media":"北京商报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627449859?lang=zh_tw&edition=fundamental","pubTime":"2026-04-14 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耐克NKE.N周二公布的第三季度营收超出华尔街预期，这主要得益于其持续的扭亏为盈努力，更严格的折扣控制和新产品的推出有助于稳定需求。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260331:nL4S40J1YD:1","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":["NKE","BK4547","BK4561","LU1303367103.USD","LU0057025933.USD","LU0310800379.SGD","BK4585","LU2265009873.SGD","LU1804176565.USD","LU0289739343.SGD","IE00BFXG0V08.USD","BK4581","BK4534","LU0823411888.USD","LU0792757196.USD","DECK","LU2098885051.SGD","LU0266013472.USD","BK4566","LU1267930813.SGD","LU0289961442.SGD","LU0889566641.SGD","LU0472753341.HKD","ONON","IE00BYQQ9H92.USD","LU0511384066.AUD","LU0128525929.USD","LU0708994859.HKD","BK4588","LU0029864427.USD","LU0786609619.USD","BK4533","BK4146","LU0069063385.USD","BK4567","LU1267930573.SGD","BK4558"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623397334","title":"昂跑CEO卸任，創始人接棒 | 二姨看時尚","url":"https://stock-news.laohu8.com/highlight/detail?id=2623397334","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2623397334?lang=zh_tw&edition=fundamental","pubTime":"2026-03-30 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Holding AG股價因管理層變動暴跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1107144450","media":"投资观察","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1107144450?lang=zh_tw&edition=fundamental","pubTime":"2026-03-25 22:36","pubTimestamp":1774449415,"startTime":"0","endTime":"0","summary":"On Holding AG股价在早盘交易中下跌约8%，此前该公司宣布了管理层重大调整。\n这家瑞士运动鞋制造商任命联合创始人大卫·阿勒曼和卡斯帕·科佩蒂为联席首席执行官，并宣布现任首席执行官马丁·霍夫曼将于5月1日卸任。\n此次人事变动紧随本月稍早发布的年度业绩指引之后。该指引未能达到投资者预期，导致股价大幅下挫。\n这家在美国上市的公司股价目前处于去年11月以来的最低水平，今年以来累计下跌约20%。根据道琼斯市场数据，周三的跌幅或将创下该鞋企自8月14日以来的最大单日跌幅。","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":"-2","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0511384066.AUD","LU0057025933.USD","LU0289739343.SGD","BK4146","LU0069063385.USD","LU0472753341.HKD","BK4547","LU2265009873.SGD","ONON","LU0289961442.SGD","BK4585","BK4588","LU1804176565.USD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":4,"pageCount":3,"totalSize":75,"code":"91000000","status":"200"}]}}