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Research Alert: Garmin Posts Q1 Earnings Beat And In-line Revenue

作者

-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

GRMN delivered exceptional Q1 2026 results with record revenue of $1.75B (+14% Y/Y) and pro forma EPS of $2.08 (+29% Y/Y), demonstrating strong operational leverage as operating margins expanded 290 bps to 24.6%. The quarter showcased significant margin expansion with gross margins improving 180 bps to 59.4% while operating income surged 30% to $431.7M. The Fitness segment led performance with exceptional 42% growth to $546.8M, while Aviation (+18%) and Marine (+11%) maintained strong double-digit trajectories, though Outdoor declined 5% against tough comparisons. Auto OEM realized 1% Y/Y growth. We believe the quarter demonstrates GRMN's ability to drive profitability growth significantly exceeding top-line expansion across its diversified portfolio. The company's robust $4.31B cash position and $469.4M free cash flow generation provide strategic flexibility for continued innovation and capital returns. Management maintained its confident full-year guidance of $7.9B revenue and $9.35 pro forma EPS for 2026.

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