-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:
COLM posted Q1 2026 EPS of $0.65 vs. $0.75 prior year, $0.30 above consensus on flat net sales of $779M, $21M above estimates. International diversification proved valuable with EMEA surging 35% and LAAP growing 5%, offsetting a 10% U.S. decline, while gross margin contracted 20 bps to 50.7% primarily from a 310-bp incremental tariff impact. We believe the international growth strategy is effectively insulating the company from U.S. tariff headwinds and positioning it for sustained global expansion. Management raised full-year EPS guidance to $3.55-$4.00 from prior $3.20-$3.65 and operating margin guidance to 6.7%-7.5% reflecting better tariff conditions. The company maintains its fortress balance sheet with $535.4M cash and no debt while executing a $150M share repurchase program. We are impressed with international performance driving growth and expect continued momentum from the ACCELERATE Growth Strategy targeting younger consumers, with shares trading at 17x forward EPS guidance.