-- 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。当社は、2026年のEPS予想の16.0倍に基づき、12ヶ月目標株価を98カナダドルに据え置きます。これは、同社の過去5年間の平均予想PER(株価収益率)12.9倍を上回る水準であり、同社が同業他社を上回るPERに値するという当社の見解を反映しています。当社は、最近のHanesBrands買収を好材料と捉えており、Hanesの事業効率を向上させるとともに、大きなシナジー効果を生むと考えています。GILは、HanesBrands買収の大きな影響を反映した2026年第1四半期決算を発表しました。売上高は前年同期比64%増の11億7,000万ドルとなり、予想を1,800万ドル上回りましたが、統合関連費用が多額に上回りました。継続事業からの調整後EPSは、買収による株式数の増加と継続的な統合費用を反映し、0.59ドルから0.43ドルに低下しましたが、市場予想を0.08ドル上回りました。数か月前に52週高値から20%下落した後、当社は現在、同社株をより前向きに見ています。現在の株価は、同社の通期EPSガイダンスの中間値の13.5倍で取引されています。
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