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Gildan Activewear 股价在美国盘前交易中上涨 1.4%,第一季度业绩超预期;维持 2026 财年业绩指引和三年目标。

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-- 周四美国盘前交易中,Gildan Activewear (GIL.TO)股价上涨,尽管净销售额大幅增长,但第一季度调整后盈利仍有所下降,不过两项数据均超出预期。该公司维持了2026年全年业绩指引以及2026-2028年三年目标。 剔除大部分一次性项目后,第一季度调整后净利润同比下降10.9%至8010万美元,合每股0.43美元,而去年同期为8980万美元,合每股0.59美元。根据FactSet的数据,该业绩高于分析师普遍预期的每股0.35美元。 第一季度持续经营业务净销售额同比增长63.8%至11.7亿美元,高于预期的11.5亿美元。 公司表示,HanesBrands的整合工作进展顺利,预计将在2026年实现1亿美元的协同效应。公司预计未来三年内,每年将实现2.5亿美元的成本协同效应。 Gildan维持其2026财年营收预期在60亿美元至62亿美元之间,调整后摊薄每股收益预期在4.20美元至4.40美元之间。公司同时维持了其2026-2028年三年期目标。 公司将于6月15日向5月20日登记在册的股东派发每股0.249美元的现金股息。 “我们对第一季度的业绩感到满意,这反映了公司上下严谨的执行力以及在战略重点方面取得的持续进展。我们按计划推进了整合计划,早期行动强化了我们的运营模式,并增强了我们提高效率和实现协同效应的能力。尽管外部环境仍然充满不确定性,但我们专注于我们能够控制的方面——追求卓越运营、推进HanesBrands的整合、保持成本控制和持续执行——所有这些都得益于我们低成本的垂直整合平台和稳健的资产负债表,这使我们能够更好地实现战略和财务目标。”首席执行官Glenn Chamandy表示。 Gildan股票在美国盘前交易中上涨0.73美元,至57.00美元。

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