-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。GILは、HanesBrands買収の影響で、2026年第1四半期の売上高が11億7000万ドル（前年同期比64%増）となり、市場予想を1800万ドル上回りました。調整後EPSは0.59ドルから0.43ドルに減少しましたが、市場予想を0.08ドル上回りました。卸売売上高は、在庫削減と関税回避のための事前購入の不足により12%減の5億5200万ドルとなりました。一方、小売売上高は、主にHanesBrandsの貢献により、8500万ドルから6億1400万ドルに急増しました。買収の影響で第1四半期の業績はやや低調になると予想していましたが、通期および中期業績見通しを維持したことは喜ばしいことです。経営陣は、統合による初期的なシナジー効果を指摘しましたが、HanesBrandsの販売費および一般管理費（SG&A）構造の高さが反映され、営業利益率は470ベーシスポイント低下し14.3%となりました。純負債比率は目標範囲である1.5～2.5倍を上回り3.3倍に上昇したため、この比率が中間値に近づくまで自社株買いは引き続き停止される。GILの株価は、コンセンサス予想の今後12ヶ月間の1株当たり利益（EPS）の14倍を下回り、過去3年間の平均予想PERである13倍をわずかに上回っている。
Related Articles
Research
Research Alert: CFRA Reiterates Sell Opinion On Shares Of Hilton Worldwide Holdings Inc
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month price target by $9 to $293, or 32x our 2026 EPS estimate (unchanged) and in line with shares' five-year average forward multiple. We raise our 2026 EPS estimate to $9.16 from $8.88 and lower 2027's to $10.03 from $10.20. Following Q1 results that beat expectations and included raised guidance, we maintain our 2-STARS (Sell) rating. U.S. RevPAR performance broadened from primarily luxury and upper upscale segments to include more meaningful midscale contribution, which management attributes to the return of middle- and low-income consumers. However, we note Q1 results also included ADR deceleration, particularly among luxury hotels, which historically drive significant profit contribution. HLT's Q2 EBITDA guidance of $1,015-$1,035 million being below the $1,081 million consensus suggests luxury pricing power is weakening faster than midscale volume can offset. While the broadening demand trend is positive, we believe slowing luxury tailwinds limit upside at current valuation levels.
$HLT
Research
Research Alert: CFRA Maintains Buy Rating On Shares Of Universal Health Services
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month price target to $200 from $243, reflecting an 8.7x multiple of our 2026 EPS estimate, below peer multiples and a discount to UHS's five-year historical forward average of 11.9x. We lower our 2026 EPS forecast to $22.95 from $23.39 and cut our 2027 view to $25.48 from $25.67. Q1 inpatient volumes were flat on a same-facility basis, with seasonal headwinds from unfavorable winter weather and a milder flu/respiratory illness period. The recent expiration of ACA EPTCs also posed challenges, as UHS estimates a near 5% drop in ACA adjusted admissions relative to Q1 2025. UHS maintained its prior forecast of a 25%-30% decline in ACA exchange volumes during the full year, which represented around 6% of the acute care business adjusted admissions in 2025 and under 5% of the acute care segment revenues. UHS anticipates a $75M pre-tax earnings hit in 2026 from these developments, unchanged from prior guidance.
$UHS
Asia
Shenghe Resources' Q1 Profit Jumps 94%, Revenue Climbs 13%
Shenghe Resources' (SHA:600392) net profit attributable to shareholders in the first quarter jumped 94% to 327.3 million yuan from 168.3 million yuan a year earlier, according to a Shanghai bourse filing on Thursday.Earnings per share rose year on year to 0.1867 yuan from 0.0960 yuan.The Chinese rare earth miner's operating revenue climbed 13% to 3.38 billion yuan from 2.99 billion yuan in the previous year.
$SHA:600392