Gildan Activewear Up 1.4% in US Premarket On Q1 Beat; Maintains FY26 Guidance, 3-Yr Objectives

-- Gildan Activewear's (GIL.TO) was higher in U.S. premarket trade Thursday as first-quarter adjusted earnings declined even as net sales jumped, but both beat estimates, while the company maintained its full year 2026 guidance and its three-year objectives for the 2026-2028 period.

Adjusted net earnings, stripped of most one-time items, declined 10.9% to US$80.1 million, or US$0.43 per share, from US$89.8 million, or US$0.59 per share, in the prior year period. The result beat the consensus analyst estimate of US$0.35 per share, according to FactSet.

First quarter net sales from continuing operations jumped 63.8% to US$1.17 billion over the same period, beating the US$1.15 billion expected.

The HanesBrands integration is progressing and is on track to generate US$100 million in synergies for 2026, the company said. It expects to realize US$250 million of annual run-rate cost synergies over the next three years.

Gildan maintained its fiscal 2026 revenue expectations of US$6.0 billion to US$6.2 billion and adjusted diluted earnings per share of between US$4.20 to US$4.40. The company also maintained its three-year objectives for the 2026-2028 period

It will pay a cash dividend of $0.249 per share on June 15, to shareholders of record on May 20.

"We are pleased with our first quarter performance, reflecting disciplined execution across the organization and continued progress against our strategic priorities. We advanced our integration initiatives as planned, with early actions reinforcing our operating model and strengthening our ability to drive efficiency and synergy capture. While the external environment remains uncertain, we are focused on what we can control -- driving operational excellence, advancing our integration of HanesBrands, maintaining cost discipline and consistent execution -- all supported by our low-cost vertically integrated platform and strong balance sheet, which position us well to deliver on our strategic and financial objectives," said Glenn Chamandy, chief executive.

Gildan shares were last seen up US$0.73, to US$57.00 in U.S. pre-market trading.

能源价格上涨，通胀率创2022年年中以来新高

受中东冲突导致能源价格飙升的影响，美国3月份通胀加速至2022年年中以来的最快水平。美国经济分析局周四公布的数据显示，3月份个人消费支出价格指数（PCE）环比上涨0.7%，高于上月的0.4%。最新数据显示，该指数为2022年6月以来的最高水平。 3月份汽油和其他能源商品价格飙升21%。由于美以与伊朗之间的战争导致霍尔木兹海峡的运输中断，能源价格大幅上涨。近期，美伊之间以及以色列与黎巴嫩之间达成停火协议，冲突暂时中止。按年计算，PCE价格指数上涨3.5%，为2023年5月以来的最大涨幅，高于2月份的2.8%。美联储首选的通胀指标（剔除食品和能源价格）3月份环比下降至0.3%，低于2月份的0.4%。年度增长率从3%加速至3.2%。彭博社汇总的调查显示，所有通胀数据均符合预期。道明经济咨询公司(TD Economics)经济学家克谢尼娅·布什梅涅娃(Ksenia Bushmeneva)在一份报告中表示：“通胀压力持续酝酿。能源危机形势依然不明朗，汽油价格可能在一段时间内保持高位。” 周三，美联储维持基准贷款利率不变，称中东冲突加剧了美国经济前景的不确定性。个人消费支出增长0.9%，符合华尔街预期。经通胀调整后的实际消费者支出增长0.2%，低于市场预期的0.3%。布什梅涅娃表示：“短期内，更高的退税额（比去年同期高出约11%）和更低的所得税将在一定程度上缓解消费者的压力。然而，展望未来，家庭可能不得不削减开支，以抵消更高的汽油价格和仍然居高不下的通货膨胀。”

研究快讯：Bldr：第一季度盈利不及预期；下调2026年业绩指引

独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：Builders FirstSource (BLDR)公布的第一季度调整后每股收益为0.27美元，低于市场预期的1.51美元（下降82%），远低于市场普遍预期的0.37美元。BLDR第一季度销售额下降11%至32.9亿美元（比市场预期高出1.3亿美元），但毛利率下降220个基点至28.3%。BLDR目前预计2026年净销售额为146亿至156亿美元，调整后EBITDA为11亿至15亿美元，而此前的预期分别为148亿至158亿美元和13亿至17亿美元。目前市场普遍预期BLDR 2026年的销售额为149.1亿美元，EBITDA为13.9亿美元。管理层表示，公司仍专注于自身可控因素，包括服务客户、拓展差异化增值解决方案组合以及利用技术加速增长。积极的一面是，BLDR预计到2026年将实现5000万至7000万美元的生产力提升。BLDR第一季度的业绩凸显了其面临的根本性挑战。公司正处于周期性低谷，并在疲软的房地产市场中持续挣扎。BLDR较高的杠杆率（3.2倍）和利润率压力令人担忧。

$BLDR

B. Riley 将 Peabody Energy 的评级从“买入”下调至“中性”，并将目标价从 42 美元下调至 30 美元。

根据FactSet调查的分析师报告，博地能源（BTU）的平均评级为“增持”，平均目标价为37.79美元。（报道北美、亚洲和欧洲主要银行及研究机构的股票、商品和经济研究。研究机构可通过以下链接联系我们：https://www..com/contact-us）Price: $26.59, Change: $-0.85, Percent Change: -3.10%

$BTU

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能源价格上涨，通胀率创2022年年中以来新高

研究快讯：Bldr：第一季度盈利不及预期；下调2026年业绩指引

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