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ASASCCF

ASICS Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 35% YoY at strong marginsQuiet on X (0 mentions/wk)
$ASCCF·$21B·Apparel - Footwear & Accessories·Consumer Cyclical
$28.80-0.8%1Y+0.3%
Mentions · last 7 days
2026-08-21: 0 posts2026-08-22: 0 posts2026-08-23: 0 posts2026-08-24: 0 posts0
Price updated 6m ago·X counts updated 7d ago
ASASCCF
$ASCCFASICS Corporation
$28.80-0.76%0 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ASCCF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-20

The move is getting stronger, with heavier trading behind it.

ASICS Japanese athletic-footwear leader up on running-culture growth — Q2 rev +35%, Onitsuka Tiger spinoff announced.

ASICS Corporation is a Japanese athletic-footwear-and-apparel company — the running-specialist brand plus the lifestyle Onitsuka Tiger sub-brand and the SportStyle youth line. The stock is riding the global running-culture growth combined with successful brand-elevation via Onitsuka Tiger sports-fashion positioning.

The setup that's compounding:

  • Revenue growth is exceptional: Q2 revenue grew 35% year-on-year to ¥262B after 31%, 22%, and 23% the prior three — this is the global running-culture growth plus Onitsuka Tiger's fashion adoption combining to drive material top-line acceleration.
  • The Q2 EPS beat was material: EPS of $0.31 beat consensus by 54% following 18% in Q1 — two consecutive material beats, and the FY27 consensus of ¥176 EPS puts the forward multiple at 18x on a business posting 30%+ revenue growth.
  • The Onitsuka Tiger spinoff is a strategic-value-crystallization event: ASICS announced plans to spin off Onitsuka Tiger — this creates two focused entities and typically unlocks embedded value in the lifestyle brand that's been growing faster than the parent ASICS running franchise.

Trajectory is accelerating at 77% of the 52-week range as the tape processes the beat cadence and spinoff optionality; the Nov 13 Q3 print needs continued double-digit revenue growth plus commentary on Onitsuka Tiger spinoff timeline — a soft China-athletic commentary or a running-market saturation disclosure breaks the setup back toward $25.

What to watch: Nov 13 Q3 earnings — continued double-digit revenue growth plus commentary on Onitsuka Tiger spinoff timeline sustains the setup; a soft China-athletic commentary or a running-market saturation disclosure breaks the setup back toward $25.

On the calendar: 2026-11-13 — Q3 2026 earnings

spinoff pendingno sentiment

Read the AI verdict + X sentiment for $ASCCF

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What it does

Plain-English summary of the business — what they sell and how they make money.

Japanese athletic footwear brand with deep running heritage competing globally against Nike and Adidas.

Industry overviewAI analysisGenerated by AI from underlying data

Where Apparel - Footwear & Accessories sits in its cycle right now — and what that implies for $ASCCF.

Apparel - Footwear & Accessories · Consumer Cyclical

Consumer discretionary softness and inventory normalization are the near-term headwinds; athleisure demand trends favor performance-focused brands over fashion-driven ones. China sourcing exposure — and tariff pass-through — is the cost-structure risk for the category.

What this means for $ASCCF

Partial — consumer discretionary / retail performance tracks consumer spending trends; ASICS Corporation, established in 1949 and headquartered in Kobe, Japan, is a le.

Industry benchmark

4-name peer basket
-5.0%YTD
-28.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
29.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
28.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
19.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
41.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
54.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 14, 2026$0.31$0.20+54.1%
Q1 2026May 13, 2026$0.41$0.35+18.4%
Q4 2025Feb 13, 2026$0.11$0.05+119.9%
Q3 2025Nov 12, 2025$0.31$0.27+15.3%
Next earningsFri, Nov 13·consensus EPS $0.32

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$262.3B+34.9%57.1%22.6%$50.05$64.8B
Q1 FY26$272.0B+30.6%51.8%22.5%$65.51$-14.8B
Q4 FY25$186.0B+21.5%53.8%8.0%$17.25$17.6B
Q3 FY25$225.4B+23.0%53.2%20.9%$47.00$38.0B

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$998.6B$911.2B – $1.03T$175.95$157.39 – $185.3714
FY27$1.11T$1.03T – $1.16T$200.08$178.98 – $210.8014
FY28$1.24T$1.14T – $1.29T$231.51$207.09 – $243.916
FY29$1.38T$1.26T – $1.43T$273.30$244.47 – $287.948
FY30$1.48T$1.36T – $1.54T$297.31$265.96 – $313.2412

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.—Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.66%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-1.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+5.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 663.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.005-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Japan's Asics to spin off Onitsuka Tiger businessreuters.com·83d ago

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Voices on X · last 7 days

No standout posts about $ASCCF on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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