Gildan Activewear Inc. (NYSE: GIL ) released 3Q24 earnings , with MSD on its more important segment, and LSD growth aggregate (driven down by discontinued business). The company's margins continue to expand thanks to raw materials onLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies, ...

Have you been paying attention to shares of Gildan Activewear (GIL) ? Shares have been on the move with the stock up 4.6% over the past month. The stock hit a new 52-week high of $49.64 in the previous session. Gildan Activewear has gained 47.9% since the start of the year compared to the 5.5% move for the Zacks Consumer Discretionary sector and the -18.4% return for the Zacks Textile - Apparel industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn ...

财务数据和关键指标变化 - 公司在2024年第三季度实现销售额891百万美元，同比增长2.4% [7][13] - 调整后的营业利润率为22.4%，较去年提高430个基点 [8][19] - 调整后的稀释每股收益为0.85美元，同比增长15% [20] - 自由现金流为149百万美元，净债务为15亿，净债务与EBITDA的杠杆比率为1.9倍 [21] 各条业务线数据和关键指标变化 - Activewear业务销售额增长44百万美元，增幅为6% [13][14] - Hosiery和Underwear业务因Under Armour的逐步退出，销售额下降18% [17] - 国际市场销售增长20%，主要得益于欧洲市场的积极表现 [16] 各个市场数据和关键指标变化 - 北美市场的销售表现强劲，尤其是在工艺、在线零售和其他大宗市场 [14] - 欧洲市场的销售增长显著，库存补充也在进行中 [16] 公司战略和发展方向和行业竞争 - 公司继续推进Gildan可持续增长战略（GSG），专注于产能扩张、创新和ESG [9][10] - 计划在2025至2027年期间实现中单位数的销售增长和调整后的每股收益中位数增长 [10][24] - 公司在行业整合中看到了机会，认为市场将更加稳定 [42] 管理层对经营环境和未来前景的评论 - 管理层对未来的市场前景持谨慎乐观态度，预计2025年市场将保持低单位数增长 [33][34] - 尽管面临宏观经济挑战，管理层对公司在未来几年的表现充满信心 [27][24] 其他重要信息 - 公司在巴基斯坦的生产设施正在按计划推进，预计年底将达到75%的产能 [22][63] - 公司获得了Newsweek的认可，被评为加拿大最负责任的公司之一 [22] 问答环节所有提问和回答 问题: 关于POS趋势的变化 - 公司表示市场整体仍在低单位数到中单位数下滑，但在各个类别中均获得了市场份额 [31] 问题: 关于国家账户的动态 - 公司在国家账户业务中表现良好，预计未来将继续增长 [35] 问题: 关于行业整合的影响 - 公司认为行业整合将为其带来机会，市场将更加稳定 [42] 问题: 关于棉花价格和定价策略 - 公司对棉花价格有良好的可见性，预计定价将保持稳定 [53] 问题: 关于孟加拉国的生产情况 - 公司对孟加拉国的生产情况感到满意，认为生产设施正在按计划推进 [63] 问题: 关于毛衣的市场表现 - 公司对毛衣的市场前景持乐观态度，预计将继续增长 [65]

Gildan Activewear (GIL) came out with quarterly earnings of $0.85 per share, beating the Zacks Consensus Estimate of $0.84 per share. This compares to earnings of $0.74 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 1.19%. A quarter ago, it was expected that this apparel maker would post earnings of $0.72 per share when it actually produced earnings of $0.74, delivering a surprise of 2.78%.Over the last four quarters, the com ...

  (all amounts are in U.S. dollars except where otherwise indicated) (1) Please refer to "Definition and reconciliation of non-GAAP financial measures" in this press release   Record third quarter net sales of $891 million, up 2.4% vs. the prior yearOperating margin of 21.7%, adjusted operating margin1 of 22.4%GAAP diluted EPS of $0.82 and record third quarter adjusted diluted EPS1 of $0.85Cash flow from operations of $178 million and free cash flow1 of $149 millionRecord quarterly return of $404 million t ...

MONTREAL, Oct. 16, 2024 (GLOBE NEWSWIRE) -- Gildan Activewear Inc. (GIL; TSX and NYSE) will report its 2024 third quarter results on Thursday, October 31st, 2024. A press release will be issued before markets open, and a conference call is scheduled on that same day at 8:30 AM ET to discuss the Company's results. The conference call can be accessed by dialing (800) 715-9871 (Canada & U.S.) or (646) 307-1963 (international) and entering passcode 7966565#. A replay will be available for 7 days starting at 12: ...

Have you been paying attention to shares of Gildan Activewear (GIL) ? Shares have been on the move with the stock up 4.2% over the past month. The stock hit a new 52-week high of $47.76 in the previous session. Gildan Activewear has gained 43.6% since the start of the year compared to the 5.1% move for the Zacks Consumer Discretionary sector and the -17.8% return for the Zacks Textile - Apparel industry. What's Driving the Outperformance? The stock has a great record of positive earnings surprises, as it ha ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. Whi ...

Investors interested in stocks from the Textile - Apparel sector have probably already heard of Gildan Activewear (GIL) and Lululemon (LULU) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out. Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on earnings estimat ...

MONTREAL, Sept. 12, 2024 (GLOBE NEWSWIRE) -- Gildan Activewear Inc. (GIL: TSX and NYSE) announces today that Glenn J. Chamandy, President & Chief Executive Officer and Rhodri J. Harries, Executive Vice-President, Chief Financial and Administrative Officer will participate in a fireside chat and one-on-one meetings with investors at the 28th Annual Scotiabank Back to School Conference in Toronto on Wednesday, September 18, 2024. About Gildan Gildan is a leading manufacturer of everyday basic apparel. The Com ...