Overview

• Second-quarter revenue rose 23.5% to $1.24 billion as net income swung to $18.2 million.
• Full-year 2025 guidance now calls for 20% to 21% revenue growth and diluted EPS of $0.77 to $0.82.
• The updated outlook assumes the current 30% incremental U.S. tariff on China stays in place through 2025, with mitigation plans across brands.
• Arc'teryx Technical Apparel grew 25% in Q2 with omni-comp sales up 15%, its slowest pace on record, and shares traded down about 4% premarket.
• Amer plans 25 new Arc'teryx stores, largely in North America, prioritizes faster-growing footwear, and is transitioning Wilson leadership as Joe Dudy departs with CFO Andrew Page serving as interim head.