Amer Sports (AS) Q2 2026 Earnings Call Transcript

Welcome to the Amer Sports Second Quarter 2026 Earnings Call. Our global momentum continued with over 30% revenue growth in the quarter ended June 30, 2026. All segments, geographies and channels achieved strong double-digit growth, led by Salomon Softgoods, Arc teryx and Wilson Tennis 360.

Arc teryx delivered a great quarter with broad-based strength across regions, channels and categories. Technical Apparel saw exceptional performance in women's, with a 17% omni-comp. The brand resonates strongly across categories and consumer segments, with notable growth in women's, especially in new franchises like Sinsola, Olia, and Sonii.

Footwear also delivered strong double-digit growth, with existing styles like Norvan LD 4 trail shoe and Konseal trekking shoes performing well. The launch of the latest version of the technical trail run racing shoe, Sylan 2, is also performing well.

Veilance saw solid growth on a small base, with focus on investing in newness, expanding distributions and engagement in the marketplace. Circularity and ReBIRD continue to be at the heart of Arc teryx, with five new ReBIRD centers added in Q2.

On-Mountain, our renowned Chamonix Alpine Academy had a great success in July, with over 15,000 visitors in the village and more than 1,000 attendees in clinics. Peak Performance delivered solid growth, with a move away from Nordic dependency and healthy growth in EMEA.

Outdoor Performance was led by another strong quarter, with growth across regions and brands.