ONON
On Holding AG
2026Q3 · Earnings 2026-11-11 (In 15 days)
At a glance · Earnings setup
Confidence: Low
Street's CHF 930.8M expectation looks reasonably consistent with the operating evidence we have.
Street
CHF 930.8M
Revenue consensus · +17.2% YoY
Revision: Unknown
No direct Street KPI consensus
Operating requirement
Latest DTC (2026Q2): ~$388.4M
Evidence
No material independent evidence listed at this cutoff.
Coverage
- Usable management indication
- Direct Street segment KPI consensus
- Eligible operating evidence
1 · Street
What Street says
CHF 930.8M
Revenue consensus · +17.2% YoY
- Analysts
- 22
- Range
- CHF 874M – CHF 954M
- As of
- 2026-10-12
- Revision
- Unknown
2 · Street needs
What Street needs
For Street revenue to be right, these operating outcomes are roughly what the model implies.
Confidence: High · based on n=18 history
- Latest DTC (2026Q2): ~$388.4M
- Latest wholesale (2026Q2): ~$461.9M
- Latest DTC channel mix: ~+45.7%
3 · Management
What management says
Derived implication
FY guidance available; quarterly management implication not uniquely determined
- Mid / point
- $3.5B
- Vs Street
- —
- As of
- 2026-05-12
Derived from remaining-year implication — not a direct quarter guide.
4 · Business
What the business is doing
No core operating KPIs available at cutoff.
No direct Street KPI consensus for this quarter. Implied operating requirements still apply where available.
5 · QW setup
Where QW lands
Supports
No material supporting evidence listed.
Against / uncertainty
No material opposing evidence listed.
- Some dispersion, revision, or sensitivity evidence elevates fragility
- High–low range 8.6% of consensus
Still missing
- Usable management indication
Sources & methodology
Setup methodology v0.2.
Internal classification note: Street-required operating performance is reasonably consistent with available management/trajectory evidence
- street_consensus · Yahoo Finance · link
- fy_guidance · SEC earnings release · link
- financial_actual:dtc_net_sales · SEC earnings release · link
- financial_actual:wholesale_net_sales · SEC earnings release · link
- street_consensus · Yahoo Finance · link
- street_consensus · Yahoo Finance · link
- financial_actual:dtc_net_sales · SEC earnings release · link
- financial_actual:wholesale_net_sales · SEC earnings release · link
- How Quarter Winner works →