-- 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：COLM公布2026年第一季度每股收益为0.65美元，高于上年同期的0.75美元，净销售额为7.79亿美元，与上年持平，比预期高出2100万美元。国际多元化战略卓有成效，欧洲、中东和非洲地区（EMEA）增长35%，拉丁美洲和加勒比地区（LAAP）增长5%，抵消了美国市场10%的下滑。毛利率下降20个基点至50.7%，主要受310个基点的额外关税影响。我们认为，国际增长战略有效地帮助公司抵御了美国关税带来的不利影响，并为其持续的全球扩张奠定了基础。管理层将全年每股收益预期从之前的3.20-3.65美元上调至3.55-4.00美元，并将营业利润率预期上调至6.7%-7.5%，以反映关税环境的改善。该公司保持着稳健的资产负债表，拥有5.354亿美元现金且无任何债务，同时正在执行一项1.5亿美元的股票回购计划。我们对推动增长的国际业务表现印象深刻，并预计针对年轻消费者的“加速增长战略”将继续保持增长势头，目前该公司股价的预期市盈率为17倍。
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