-- 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：GIL公佈2026年第一季營收為11.7億美元（年增64%），超出預期1,800萬美元，主要得益於對HanesBrands的收購。調整後每股盈餘從0.59美元降至0.43美元，但仍超出市場預期0.08美元。批發銷售額下降12%至5.52億美元，主要原因是庫存減少和缺乏提前購買高價商品；零售銷售額則從8500萬美元飆升至6.14億美元，主要得益於HanesBrands的貢獻。我們預期第一季業績會因收購而略顯疲軟，但欣慰的是，該公司維持了全年和中期業績指引。管理階層指出，整合已初見成效，但由於HanesBrands較高的銷售、管理及行政費用結構，營業利潤率下降470個基點至14.3%。淨負債槓桿率升至3.3倍，高於1.5-2.5倍的目標區間，導致股票回購計畫繼續暫停，直到該比率接近中位數。 GIL目前的交易價格低於14倍的市場普遍預期未來12個月每股收益，略高於三年平均預期本益比13倍。
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Sectors
Update: Gold Rises as the Dollar and Yields Fall After a Report Showed U.S. Inflation Continues to Run Hot
(Updates prices.)Gold traded higher midafternoon Thursday as the dollar dropped after a report showed a key U.S. inflation measure rose last month while first-quarter gross domestic product rose less than expected.Gold for June delivery was last seen up US$71.30 to US$4,632.80 per ounce, remaining within the US$200 range it has traded within for the past month.The U.S. Bureau of Economic Analysis reported the March Personal Consumption Expenditures (PCE) Index, the Federal Reserve's preferred inflation measure, rose 0.7% in March from the prior month, up from 0.4% fin February, but matching expectations according to Marketwatch. Core PCE, excluding volatile food and energy, rose 3.2% annualized, up from 3.0% in February and again matching expectations.The bureau also issued its first estimate of first-quarter U.S. GDP growth, reporting the measure rose at a 2.0% pace, up from 0.5% in the prior quarter and under expectations for a 2.2% rise.Gold's gain comes despite expectations higher interest rates are on the way as the war on Iran pushes up inflation. The Federal Reserve's policy committee on Wednesday ended its two-day meeting on Wednesday leaving rates unchanged, but signaled hikes may be on the horizon as inflation climbs."Gold has attracted fresh demand despite rising bond yields and a firmer dollar following Wednesday's FOMC meeting, where rates were left unchanged, but several members signalled a desire to remove the easing bias as the Iran war continues to cloud the economic outlook," Saxo Bank wrote.Still, the dollar was sharply lower early following the economic data, with the ICE dollar index last seen down 0.81 points to 98.15. Treasury yields also fell, with the yield on the U.S. two-year note last seen down 7.1 basis points to 3.894%, while the 10-year note was paying 4.397%, down 3.7 points.
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Sectors
Sector Update: Energy Stocks Higher in Afternoon Trading
Energy stocks rose Thursday afternoon, with the NYSE Energy Sector Index gaining 1% and the State Street Energy Select Sector SPDR ETF (XLE) climbing 0.8%.The Philadelphia Oil Service Sector Index advanced 0.5%, and the Dow Jones US Utilities Index rose 1.3%.West Texas Intermediate crude oil fell 2.4% to $104.37 a barrel, and global benchmark Brent dropped 3.5% to $113.93 a barrel. Henry Hub natural gas futures rose 4% to $2.75 per 1 million BTU.In sector news, US natural gas stocks rose by 79 billion cubic feet in the week ended April 24, slower than the 83 billion increase expected in a Bloomberg survey and following an increase of 103 billion cubic feet in the previous week.In corporate news, Apollo Global Management (APO), Blackstone (BX) and KKR (KKR) are among the final bidders for a major stake in Shell's (SHEL) LNG Canada project in a deal that could top $10 billion and reach as much as $15 billion, Reuters reported. Shell shares rose 1.2%.TotalEnergies (TTE) and partner Nextnorth have reached financial close and broke ground on a 440 MWp solar power plant in Ilagan, Philippines, the companies said. TotalEnergies shares added 1.4%.BP (BP) has signed an agreement with Venezuela to explore offshore natural gas, as the country's energy sector gathers momentum following the US capture of Nicolas Maduro in January, Bloomberg reported. BP shares added 1.1%.
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US Markets
Equities Rise Intraday as Traders Track Earnings Reports; Oil Prices Pull Back
US benchmark equity indexes were higher intraday as investors digested the latest batch of corporate results, while oil prices turned lower.The Dow Jones Industrial Average was up 1.5% at 49,601.7 after midday Thursday, while the S&P 500 rose 0.7% to 7,187.1. The Nasdaq Composite climbed 0.5% to 24,800.9. Barring technology, all sectors were in the green, led by communication services' 3.5% jump.In company news, Caterpillar (CAT) shares surged 10% intraday, the best performer on the Dow and among the biggest gainers on the S&P 500. The heavy equipment manufacturer raised its full-year sales outlook as its first-quarter results exceeded market expectations.Eli Lilly (LLY) lifted its full-year outlook, while the drugmaker reported first-quarter results above market estimates. The stock was up 10%.Meta Platforms (META) shares plunged 9.2%, among the steepest declines on the S&P 500, as the Facebook parent raised its full-year capital expenditure guidance mainly due to higher component pricing.Microsoft (MSFT) shares were down 5.8%, the worst performer on the Dow, as the tech giant said its capital expenditures will be about $190 billion in 2026, while its fiscal third-quarter results topped market estimates.iPhone maker Apple (AAPL) is scheduled to release its quarterly earnings after the markets close.Oil prices pulled back after surging in the previous session, with Brent crude down 3.5% at $113.94 per barrel, having topped $126 earlier in the day. West Texas Intermediate fell 2.5% to $104.22.In economic news, US economic growth fell short of Wall Street's expectations in the first quarter as spending slowed amid inflationary pressures that economists said will likely keep consumers under pressure."The core of the economy remained solid in (the first quarter), driven by the (artificial intelligence) buildout and the tax cuts beginning to feed through," Oxford Economics Chief US Economist Michael Pearce said in remarks emailed to. "Those factors will continue to drive growth over the rest of the year, but the jump in energy prices will take some of the shine off what would otherwise have been a strong year for the economy."US inflation, as measured by the personal consumption expenditure price index, accelerated in March to the fastest pace since mid-2022 as the Middle East conflict sent energy prices soaring."Inflationary pressures continued to percolate," Ksenia Bushmeneva, economist at TD Economics, said in a report. "The situation around the energy crisis remains uncertain and gas prices are likely to remain elevated for some time."On Wednesday, the Fed kept its benchmark lending rate steady, saying the Iran war is fueling uncertainty around the US economic outlook.US Treasury yields were lower intraday, with the 10-year rate down 3.8 basis points at 4.40% and the two-year rate falling 6.9 basis points to 3.90%.Gold rose 1.3% at $4,620 per troy ounce, while silver advanced 2% to $73.51 per ounce.
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