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Research Alert: Brookfield Corporation Reports Distributable Earnings Beat In Q1 2026
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:BN, one of the largest ALT firms, delivered Q1 2026 results with distributable earnings of $0.66 per share vs. consensus of $0.63, up from $0.65 a year ago. Asset Management showed robust performance with fee-bearing capital rising 12% to $614B and DE growing 12% to $765M, driven by $21B in Q1 fundraising. BN continues expanding technology investments with $2B in SpaceX shares and strategic energy partnerships, including $80B of nuclear plants through Westinghouse. Management expects to close its seventh vintage flagship private equity strategy soon, while the planned BN-BNT combination should enhance capital efficiency. BN maintains $188B of deployable capital, including $74B of cash and financial assets plus $114B of uncalled commitments. The company has $11.8B of accumulated unrealized carried interest positioned for realization. Just Group acquisition is expected to increase insurance assets to $180B, while BN returned $1.45B to shareholders through $878M in repurchases and $574M in dividends.
$BN
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Research Alert: Canada Goose Posts Mixed Q4 Results; Guides For Growth And Margin Expansion
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Canada Goose reported Q4 FY 26 (Mar.) revenue growth of 17.9% to CAD453.3M vs. CAD385M, CAD42M above estimates, supported by broad-based strength, with DTC revenue advancing 15.2% and wholesale surging 54.4%. Adjusted diluted EPS improved to CAD0.37 from CAD0.33, CAD0.03 below consensus, while gross margin contracted 170 bps to 69.6% due to product mix headwinds and early Spring/Summer collection delivery timing. The impressive top-line growth was a promising sign; however, margins remain subdued for the luxury name, and FY 27 guidance was underwhelming. Management introduced FY 27 guidance calling for low-single digit revenue growth and adjusted EBIT margin expansion to 11%-12%. Geographic performance showed strength with Asia-Pacific up 22.3%, EMEA rising 33.0%, and North America advancing 8.8%. We note shares trade over 16x consensus FY 27 estimates, reflecting a mid- to high-teen forward P/E multiple that appears elevated given the persistent margin pressures and modest growth outlook ahead.
$GOOS
Research
Research Alert: Canada Goose Posts Mixed Q4 Results; Guides For Growth And Margin Expansion
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Canada Goose reported Q4 FY 26 (Mar.) revenue growth of 17.9% to CAD453.3M vs. CAD385M, CAD42M above estimates, supported by broad-based strength, with DTC revenue advancing 15.2% and wholesale surging 54.4%. Adjusted diluted EPS improved to CAD0.37 from CAD0.33, CAD0.03 below consensus, while gross margin contracted 170 bps to 69.6% due to product mix headwinds and early Spring/Summer collection delivery timing. The impressive top-line growth was a promising sign; however, margins remain subdued for the luxury name, and FY 27 guidance was underwhelming. Management introduced FY 27 guidance calling for low-single digit revenue growth and adjusted EBIT margin expansion to 11%-12%. Geographic performance showed strength with Asia-Pacific up 22.3%, EMEA rising 33.0%, and North America advancing 8.8%. We note shares trade over 16x consensus FY 27 estimates, reflecting a mid- to high-teen forward P/E multiple that appears elevated given the persistent margin pressures and modest growth outlook ahead.
$GOOS