AS Earnings

AS reported its earnings on 2026-02-24, showcasing a revenue of 2.10B against an estimate of 2.00B, resulting in a 5.05% surprise. The EPS was 0.31, surpassing the expected 0.27 by 14.81%. The stock experienced a -5.56% price change on the earnings day and a -6.2% change over the next five days, reflecting market reactions to the results.

Following AS's earnings announcement on 2026-02-24, the stock price moved by -5.56% on the day of the release. Over the subsequent five days, it saw a -6.2% change. Historically, AS's stock price tends to shift by an average of -6.55% in the 10 days leading up to earnings and 0.77% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate AS's annual revenue to reach 1.75B, while the EPS is projected at 0.33. These estimates reflect recent revisions, with revenue estimates revised downward by -0.03% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between AS's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised downward by -0.03%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, AS's stock price typically moves by -6.55% in the 10 days before its earnings and 0.77% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.33 and revenue of 1.75B.

The earnings call summary indicates strong financial performance, with significant year-over-year increases in revenue, gross margin, net income, and EPS. The raised guidance for revenue growth and margins, along with optimistic growth outlooks for key segments and brands, further supports a positive sentiment. The Q&A reveals strong momentum for Salomon and Arc'teryx, and strategic investments are expected to yield long-term growth. Despite some concerns about margin impacts and unclear management responses, the overall sentiment is strongly positive, suggesting a likely stock price increase over the next two weeks.