Cross-Sector entity
BigBear.ai is the most frequent co-covered peer, appearing in 3 of the 5 tracked stories. That works out to roughly 0.2 stories per week across a 169-day span. The busiest single day carried 3. The clearest coverage concentration is earnings: 3 of 5 stories, with the rest divided among 2 other categories.
5 verified stories tracked
Last mentioned: 5d ago
Entity pulse
Coverage balance Positive coverage leads. Positive coverage exceeds negative coverage by 60 percentage points.
Figures are computed live from our source-verified story record — see our methodology for how impact and sentiment are derived.
BigBear.ai is the most frequent co-covered peer, appearing in 3 of the 5 tracked stories. That works out to roughly 0.2 stories per week across a 169-day span. The busiest single day carried 3. The clearest coverage concentration is earnings: 3 of 5 stories, with the rest divided among 2 other categories. 0% of these stories carry negative sentiment. On Holding appears in 5 tracked Cross-Sector stories published from March 4, 2026 through August 19, 2026. The tracked stories average 4.4 original sources each.
Computed from the 5 stories linked to this entity. Beat comparisons are omitted because no baseline was available for this window.
Coverage cohort
Other entities that clear the same relevance threshold in stories also covering On Holding. Shared-story counts are live from our verified record — not editorial picks.
On Holding's deliberate pullback in Americas wholesale protected full-price positioning and lifted gross margin to 65.4% even as revenue growth decelerated to 22%. Insiders bought 130,000 shares after the Q2 miss, signaling confidence ahead of a fall launch. For retail leaders, the story is about channel health and margin discipline in a softening athletic footwear market.
After a Q2 revenue miss and guidance cut, On Holding's CEO and co-founder each bought 65,000 shares. Nike trades at a 46% forward P/E premium to the sector while On's PEG sits below median and its forward multiple is roughly 70% below its 5-year average. Investors are weighing a contrarian insider signal against a still-decelerating wholesale channel.
Source: insidermonkey.com · finance.yahoo.com
The Q4 2025 earnings cycle highlights a strategic shift toward high-margin data intelligence, with Sportradar and Quanterix leading through specialized platform scaling. While BigBear.ai navigates a transition in government contract volumes, the broader sector is prioritizing operational efficiency and international expansion to drive long-term profitability.
A wave of Q4 2025 earnings reports reveals a stark performance gap between high-margin consumer platforms and specialized technology firms. While On Holding and Sportradar delivered record margins and aggressive capital returns, Quanterix and BigBear.ai faced organic declines despite achieving critical regulatory and liquidity milestones.
On Holding and Paysafe report robust growth in direct-to-consumer and e-commerce channels, signaling a shift toward high-margin digital engagement. While premium footwear and specialized payment wallets see record adoption, industrial and AI-service providers navigate margin volatility and shifting contract cycles.
