Overview
- Third‑quarter revenue rose 29.7% to $1.76 billion with net income of $143.1 million, or 25 cents per diluted share.
- Management raised full‑year 2025 targets to 23%–24% revenue growth, about 58% gross margin, 12.5%–12.7% operating margin, and EPS of 88–92 cents.
- Results were led by exceptional Salomon footwear growth and a re‑accelerating Arc’teryx, alongside solid contributions from Wilson Tennis and winter sports equipment.
- Shares climbed roughly 8%–10% in early trading as analysts highlighted the beat but cautioned about late‑quarter brand perception issues in China and concentration in certain channels and regions.
- Coverage diverged on earnings per share, with some reports citing 33 cents adjusted versus the company’s GAAP figure of 25 cents, and investors also tracking the long‑term Arc’teryx growth plan set at Investor Day.