On Holding Ltd is expected to report Q1 2026 revenue of $1.05 billion and adjusted EPS of $0.35, with its current stock price of $35.24 trading significantly below the average analyst target of $60.14.
Investors are primarily focused on the company's ability to maintain its premium gross margins while accelerating its expansion into the global apparel market.
Sustained momentum in the Asia-Pacific region and the scaling of the innovative LightSpray manufacturing technology remain key pillars of the growth story. Market participants are also keen to hear the first strategic updates from the new co-CEO leadership following the recent management transition.