Gildan三季度持续经营净销售额14.7亿美元增61.1%：每股收益1.37美元、调整后1.54美元，全年营收指引定为54亿至55亿美元
加拿大蒙特利尔的服装制造商 Gildan Activewear（多伦多证券交易所与纽约证券交易所代码 GIL）11 月 5 日发布截至 2026 年 9 月 27 日的第三季度业绩：当季持续经营净销售额 14.7 亿美元，同比增长 61.1%；营业利润率 24.1%、调整后营业利润率 27.0%；持续经营摊薄每股收益（通用会计准则）1.37 美元、调整后 1.54 美元，分别同比增长 71.3% 与 54.0%。当季经营活动现金流 6.33 亿美元、自由现金流 6.06 亿美元。
公司动态方面，Gildan 称与 HanesBrands 的整合按预期推进，2026 年规划的协同抓取举措绝大部分已经落地，公司有望在 2026 年实现约 1 亿美元协同效益，并继续预期到 2028 年底实现约 2.5 亿美元的年化成本协同；公司已于 10 月 26 日完成出售 HanesBrands Australia。董事会批准了一项新的常规发行人回购计划，可回购至多 5% 的已发行流通普通股。
指引方面，公司把 2026 全年营收预期定为 54 亿至 55 亿美元、调整后营业利润率约 20%、调整后摊薄每股收益 3.70 至 3.80 美元、自由现金流 7 亿至 7.5 亿美元；同时以二季度业绩发布后宏观环境快速变化、需求受影响为由，撤回此前公布的 2026 至 2028 年目标，并表示预计在 2027 年春季的投资者日给出更新后的长期展望。总统兼首席执行官 Glenn J. Chamandy 在业绩稿中表示，本季度业绩未达公司预期，反映需求环境更为低迷、批发与零售部分业务面临近期挑战，预期中的需求复苏未如期出现，但公司对业务的底层实力与长期增长机会的信心没有改变。
Gildan Third-Quarter Net Sales From Continuing Operations Rise 61.1% to $1.47 Billion: GAAP EPS of $1.37 and Adjusted EPS of $1.54, Full-Year Revenue Guidance Set at $5.4–$5.5 Billion
Montreal-based apparel maker Gildan Activewear Inc. (TSX and NYSE: GIL) on November 5 announced results for the third quarter ended September 27, 2026: net sales from continuing operations of $1.47 billion, up 61.1% over the prior year; an operating margin of 24.1% and an adjusted operating margin of 27.0%; and GAAP diluted EPS from continuing operations of $1.37 and adjusted diluted EPS of $1.54, up 71.3% and 54.0% respectively. Cash flow from operating activities was $633 million and free cash flow was $606 million.
On integration, Gildan said initiatives are progressing as expected, with the vast majority of synergy-capture initiatives planned for 2026 already implemented; the company is on pace to realize approximately $100 million in synergies in 2026 and continues to expect approximately $250 million of annual run-rate cost synergies by the end of 2028. The company completed the sale of HanesBrands Australia on October 26, 2026. Its board approved a new normal course issuer bid to repurchase up to 5% of issued and outstanding common shares.
For full-year 2026, Gildan expects revenue of $5.4 billion to $5.5 billion, an adjusted operating margin of approximately 20%, adjusted diluted EPS of $3.70 to $3.80 and free cash flow of $700 million to $750 million. Citing rapid change in macroeconomic conditions since its July 30 second-quarter report and the resulting impact on demand, the company withdrew its previously communicated objectives for 2026–2028 and said it expects to provide an updated long-term outlook at an Investor Day planned for spring 2027. President and chief executive Glenn J. Chamandy said results did not meet the company's expectations, reflecting a more subdued demand environment and near-term challenges across Wholesale and Retail, and that the anticipated demand recovery had not materialized, while confidence in the underlying strength of the business and its long-term growth opportunity was unchanged.
来源：Gildan
发布：GSM·美国（发布链接）
图片来源：图：服装厂工人。YeraC 摄，CC BY-SA 4.0，经 Wikimedia Commons。 / Photo: Garment factory workers. Photo by YeraC, CC BY-SA 4.0, via Wikimedia Commons.
GSM Global · 本篇英文版 English edition of this story
