Q3 2025 Amer Sports Inc Earnings Call Transcript
Key Points
- Amer Sports Inc (AS) reported a strong 30% sales growth in Q3, driven by exceptional performance across all segments, particularly in outdoor performance and technical apparel.
- The company achieved a 130 basis points increase in adjusted operating margin, reflecting improved profitability.
- Direct-to-consumer sales grew by 51%, with significant contributions from Solomon in Greater China and AIPAC.
- All regions experienced double-digit revenue growth, with Asia Pacific leading at 54% and China at 47%.
- Amer Sports Inc (AS) raised its full-year revenue, margin, and EPS expectations due to strong Q3 results and continued momentum.
- The company faced challenges in the ball and racket segment, with inflatables down due to market conditions and tariff-driven price increases.
- There was a slight SG&A deleverage in outdoor performance and ball and racket segments due to ongoing investments.
- The technical apparel segment experienced a 100 basis points decline in operating margin due to timing shifts related to government grants.
- The company is exiting certain retail and e-commerce channels in North America that were not suitable for Solomon, impacting short-term growth.
- The September fireworks incident in China led to softer sales trends at the beginning of Q4, although recovery is underway.
Thank you for standing by and welcome to the Amer Sports 3rd quarter fiscal 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you'd like to ask a question during this time, simply press star, followed by the number one on your telephone keypad. If you would like to withdraw your question, again, press 1.
Thank you. I now like to turn the call over to Omar Sad, SVP Capital Markets and Investor Relations. Please go ahead.
Welcome everyone.
Thanks for joining Amor Sports Earning Call for the 3rd quarter of fiscal year 2025.
Earlier this morning, we announced our financial results for the quarter ended September 30, 2025, and the release can be found on our IR website, investors. AmorSports.com.
A quick reminder to everyone that today's call will contain forward-looking statements within the meaning of the
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