Earnings call transcript: Amer Sports tops Q2 2026 estimates and lifts outlook

Amer Sports exceeded second-quarter 2026 earnings expectations, reporting adjusted earnings per share of $0.22 on revenue of $1.63 billion. This surpassed Wall Street forecasts and caused shares to jump 6.57% in premarket trading to $34.71. The company's sales climbed 32% year-over-year, while management raised full-year revenue growth guidance to about 24% from the prior range of 20% to 22%.

This guidance increase was driven by robust performance across Arc’teryx, Salomon, and Wilson brands. Sales for these three main businesses all grew by more than 20%. Arc’teryx' growth was fueled by strong demand in women's apparel and footwear, while Salomon benefited from performance products and sportstyle items, and Wilson saw a significant boost in its Tennis 360 business.

The company's premium sports and outdoor market is showing healthy growth, with Asia Pacific expanding by 60%, Greater China rising 36%, the Americas increasing 26%, and EMEA growing 20%. Amer Sports' stock rose 6.57% in premarket trading to $34.71, closer to the upper half of its 52-week range. The company also boosted its full-year 2026 revenue growth outlook to about 24% and adjusted diluted EPS guidance to $1.27 to $1.30.

Amer Sports' management attributed the strong results to broad-based momentum across its premium sports and outdoor brands, as well as a $64.3 million net tariff refund that improved gross margin and EPS. The company remains focused on store expansion, digital investment, and product innovation, particularly in women's apparel and footwear, Salomon's epicenter strategy, and Wilson Tennis 360.