-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：GIL公布2026年第一季度营收为11.7亿美元（同比增长64%），超出预期1800万美元，主要得益于对HanesBrands的收购。调整后每股收益从0.59美元降至0.43美元，但仍超出市场预期0.08美元。批发销售额下降12%至5.52亿美元，主要原因是库存减少和缺乏提前购买高价商品；零售销售额则从8500万美元飙升至6.14亿美元，主要得益于HanesBrands的贡献。我们预期第一季度业绩会因收购而略显疲软，但欣慰的是，该公司维持了全年和中期业绩指引。管理层指出，整合已初见成效，但由于HanesBrands较高的销售、管理及行政费用结构，营业利润率下降470个基点至14.3%。净债务杠杆率升至3.3倍，高于1.5-2.5倍的目标区间，导致股票回购计划继续暂停，直至该比率接近中值。GIL目前的交易价格低于14倍的市场普遍预期未来12个月每股收益，略高于其三年平均预期市盈率13倍。
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