-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：金佰利公司2026財年第一季淨銷售額為42億美元（年增2.7%），高於市場普遍預期的41億美元，其中有機成長2.5%，主要得益於銷售量及產品組合3.0%的成長。持續經營業務的調整後每股收益為1.60美元，年減1.2%，但整體調整後每股收益為1.97美元，高於市場普遍預期的1.95美元。公司在推動「賦能照護」轉型策略的同時，也為收購Kenvue做準備，調整後營業利潤為7.32億美元，高於市場普遍預期的6.79億美元。各業務部門表現迥異，國際個人護理業務成長9.1%至15億美元，而北美業務則因退出自有品牌尿布業務而下降0.6%至27億美元。經過調整後的實際稅率從上年的20.7%大幅上升至26.2%，這反映了部分不利因素以及美國稅法的變化。我們認為，儘管策略性定價投資和更高的稅率給獲利能力帶來了壓力，但以銷售為主導的成長策略正逐步取得成效，並帶來廣泛的收益。
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