Latest Earnings Results: Q2 '26
Estimated EPS
$0.42
Reported EPS
$0.43
Surprise
+3.68%
Estimated Rev
$1.08B
Reported Rev
$1.05B
Surprise
-3.01%
• Reported GAAP EPS of $0.31 up 358.33% YoY • Reported revenue of $850.3M up 13.49% YoY • On expects full-year 2026 constant currency net sales growth in the low-20% range, while raising its gross profit margin expectation to at least 65.0% and maintaining adjusted EBITDA margin guidance.
Bullish Takeaway
On delivered strong Q2 2026 performance driven by significant direct-to-consumer channel growth, expanded gross profit margins, and successful global execution of its premium brand strategy and innovative product roadmap.
Bearish Takeaway
On faces risks from business concentration in discretionary product categories, ongoing global shipping disruptions, and a promotional retail environment, while managing rising inventory levels and increased net working capital requirements.
Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | $0.48 | -- | -- | N/A |
Q2 '26 | $0.42 | $0.43 | 3.68% | BEAT |
Q1 '26 | $0.35 | $0.46 | 31.52% | BEAT |
Q4 '25 | $0.26 | $0.32 | 23.98% | BEAT |
Q3 '25 | $0.32 | $0.55 | 71.75% | BEAT |