Equity Profile

AS

Amer Sports, Inc.

Consumer DiscretionaryApparel, Accessories & Luxury Goods$19.8B

Aug18Tue

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Amer Sports, Inc. is a consumer discretionary company focused on apparel, accessories, and luxury goods....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing its costs and generating profits.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales and expand its market presence, which is crucial in the competitive retail environment.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

AS Q2-2026 Earnings Preview

Context

Company Snapshot

Amer Sports, Inc. is a consumer discretionary company focused on apparel, accessories, and luxury goods. With a market cap of $21 billion, it plays a significant role in the retail sector, which is influenced by consumer spending trends and preferences.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+115.38%

Avg Stock Reaction

+4.53%

Last Quarter Recap

In Q1-2026, Amer Sports reported an EPS of $0.38, surpassing estimates by 24.18%. The stock reacted positively, gaining 2.05% the next day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are anticipating strong performance from Amer Sports in the upcoming earnings report, especially given its history of beating EPS estimates. However, there is uncertainty due to the lack of specific guidance from management.

Bull Case

If Amer Sports continues its trend of exceeding EPS expectations, it could signal strong operational efficiency and consumer demand, leading to a positive stock reaction.

Bear Case

Conversely, any sign of slowing revenue growth or increased costs could raise concerns about the company's future profitability, potentially leading to a negative market reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

The EPS figure will be critical in assessing the company's profitability and operational efficiency, especially given its history of beating estimates.

How is revenue growth trending compared to previous quarters?

Understanding revenue trends will provide insights into consumer demand and the company's market position, which are vital for future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Amer Sports to continue its trend of strong EPS growth despite market challenges.

Supporting Evidence

Amer Sports has consistently beaten EPS estimates in the past, indicating strong management and operational efficiency.

The options market is pricing a significant move, suggesting traders expect volatility that may not align with current consensus views.

Key Risk

If the EPS comes in below $0.30, it could undermine confidence in the company's growth trajectory.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Amer Sports can maintain its strong performance amidst competitive pressures and changing consumer preferences.

Bull Confirmed If

An EPS of $0.40 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $0.30 would confirm the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±20.8%

Historical Avg

±7.1%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±20.8% while AS has averaged ±7.1% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

38.5%

Calls (94K)P/C Ratio: 0.59Puts (27K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$656,487.30

18,105 sh

3 insiders

Net

$656,487.30

Net selling

Most Active Insiders· 3 open-market trades

CEO of Arc'teryx EquipmentHaselden Stuart
$414,741.88

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Amer Sports beats expectations, history suggests a potential stock increase of around 4.53%, confirming strong operational performance.

In-Line / Cautious

If results are in line but management expresses caution, the stock may experience muted movement as investors reassess future growth prospects.

Miss

A miss could lead to a decline, with historical data suggesting an average drop of around 4.69% following disappointing results.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on consumer demand trends for the upcoming season.
2Insights into cost management strategies and their impact on margins.
3Updates on new product launches and their expected impact on sales.
4Management's outlook on competitive pressures in the apparel market.
5Any guidance on revenue expectations for the next quarter.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Amer Sports, Inc. is a consumer discretionary company focused on apparel, accessories, and luxury goods....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing its costs and generating profits.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales and expand its market presence, which is crucial in the competitive retail environment.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

AS Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+115.38%

Avg Stock Reaction

+4.53%

Last Quarter Recap

In Q1-2026, Amer Sports reported an EPS of $0.38, surpassing estimates by 24.18%. The stock reacted positively, gaining 2.05% the next day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Amer Sports continues its trend of exceeding EPS expectations, it could signal strong operational efficiency and consumer demand, leading to a positive stock reaction.

Bear Case

Conversely, any sign of slowing revenue growth or increased costs could raise concerns about the company's future profitability, potentially leading to a negative market reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

The EPS figure will be critical in assessing the company's profitability and operational efficiency, especially given its history of beating estimates.

How is revenue growth trending compared to previous quarters?

Understanding revenue trends will provide insights into consumer demand and the company's market position, which are vital for future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Amer Sports to continue its trend of strong EPS growth despite market challenges.

Supporting Evidence

Amer Sports has consistently beaten EPS estimates in the past, indicating strong management and operational efficiency.

The options market is pricing a significant move, suggesting traders expect volatility that may not align with current consensus views.

Key Risk

If the EPS comes in below $0.30, it could undermine confidence in the company's growth trajectory.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Amer Sports can maintain its strong performance amidst competitive pressures and changing consumer preferences.

Bull Confirmed If

An EPS of $0.40 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $0.30 would confirm the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±20.8%

Historical Avg

±7.1%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±20.8% while AS has averaged ±7.1% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

38.5%

Calls (94K)P/C Ratio: 0.59Puts (27K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$656,487.30

18,105 sh

3 insiders

Net

$656,487.30

Net selling

Most Active Insiders· 3 open-market trades

CEO of Arc'teryx EquipmentHaselden Stuart
$414,741.88

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Amer Sports beats expectations, history suggests a potential stock increase of around 4.53%, confirming strong operational performance.

In-Line / Cautious

If results are in line but management expresses caution, the stock may experience muted movement as investors reassess future growth prospects.

Miss

A miss could lead to a decline, with historical data suggesting an average drop of around 4.69% following disappointing results.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on consumer demand trends for the upcoming season.
2Insights into cost management strategies and their impact on margins.
3Updates on new product launches and their expected impact on sales.
4Management's outlook on competitive pressures in the apparel market.
5Any guidance on revenue expectations for the next quarter.