AS

Amer Sports, Inc. (AS) Analyst/Investor Day Transcript

Amer Sports demonstrates strong growth through its premium Arc'teryx and Salomon brand platforms. The company faces significant risks from trade policy volatility and potential tariff impacts.

Amer Sports stands out with best-in-class revenue growth and a synergistic, diversified brand portfolio. Despite a ~30% YTD decline, AS trades at valuation multiples slightly below the S&P 500, creating an attractive entry point. AS maintains gross margins near 60% and a net cash position, supporting scalability and financial resilience.

NEW YORK--(BUSINESS WIRE)--Amer Sports, Inc. (NYSE:AS) (“Amer Sports” or the “Company”) will host an Investor Day tomorrow beginning 3:00 am Eastern Time, which will be webcast live from Annecy, France (details below). In conjunction with this meeting, the Company is updating its long-term financial algorithm and financial guidance for the third quarter of 2026. CEO James Zheng commented "Our unique portfolio of premium sports & outdoor brands continues to deliver great financial results in.

Looking at opinions across Wall Street of lululemon athletica inc. NASDAQ: LULU, it seems clear that the stock is in trouble.

Amer Sports, Inc. delivered another beat-and-raise report for Q2. Earnings growth remains driven by Arc'teryx and Salomon, as the two brands' momentum is still highly impressive. Current growth should be extrapolated cautiously, as fashion trends are quick to change.

While the top- and bottom-line numbers for Amer Sports, Inc. (AS) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Amer Sports NYSE: AS reported second-quarter fiscal 2026 revenue growth of 32% on a reported basis, or 30% excluding currency effects, as demand remained strong across its technical apparel, outdoor performance and ball-and-racket businesses.

Amer Sports, Inc. (AS) came out with quarterly earnings of $0.22 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.06 per share a year ago.

NEW YORK--(BUSINESS WIRE)--Amer Sports, Inc. (NYSE: AS) (“Amer Sports” or the “Company”) today announced its financial results for the second quarter of 2026. CEO James Zheng commented "Our global momentum continued through the second quarter with over 30% revenue growth and strong operating margin expansion. All segments, geographies, and channels achieved strong double-digit growth led by another exceptional quarter from Salomon Softgoods, a strong Arc'teryx omni-comp, and a Wilson Tennis 360.