Amer Sports Stock Surges on Raised Guidance and Tariff Management
CNBC TelevisionJune 7, 20251 min757 views
5 connections·5 entities in this video→Amer Sports Q1 Earnings and Guidance
- 📈 Amer Sports, parent company of Wilson, Arc'Teryx, and Salomon, saw its shares surge over 15% following a strong first-quarter earnings beat.
- 💰 The company raised its guidance for Q2 adjusted EPS and projected 2025 revenue growth between 15% and 17%, up from a previous estimate of 13% to 15%.
Tariff Impact and Strategy
- 🌍 CEO James Zeng expressed confidence in managing tariff outcomes, citing light revenue exposure to the US.
- 📊 US revenue constituted only 26% of total revenue in 2024, with sourcing from China to the US making up just 8% of that figure.
- ⚠️ The company's guidance assumes current US tariffs on imports from China remain at 30% and 10% on all others.
- 🪙 Even if tariffs were to increase significantly after 90 days, Amer Sports anticipates only a minor 5-cent impact on 2025 EPS.
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Amer SportsWilsonArc'TeryxSalomonQ1 EarningsGuidance RaisedTariffsUS TariffsChina TariffsRevenue GrowthEPS Impact
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