Gildan reported 61% sales growth (including Hanesbrands), a 27% adjusted operating margin (up 380 basis points), and $1.54 in adjusted EPS (up 54%) in the third quarter. With slowing demand, the firm lowered 2026 adjusted EPS guidance to $3.70-$3.80 from $4.65-$4.75.
Gildan has dominant market share in printwear basics and has invested in a low-cost production and distribution process to maintain its position. Demand for imprintables has recovered since a significant drop during the pandemic.
The Hanesbrands deal is the largest in Gildan’s history and brings execution risks. Hanesbrands has had inconsistent results over the years, and the branded basics market is competitive.
Metric | GIL | PVH | GAP |
|---|---|---|---|
Price/Earnings (Normalized) | 8.05 | 8.81 | 11.15 |
Price/Book Value | 1.84 | 0.89 | 2.00 |
Price/Sales | 1.21 | 0.48 | 0.54 |
Price/Cash Flow | 8.89 | 5.63 | 4.17 |
Metric | GIL | PVH | GAP |
|---|---|---|---|
Quick Ratio | 0.67 | 0.79 | 0.77 |
Current Ratio | 2.32 | 1.65 | 1.82 |
Interest Coverage | 2.82 | 3.99 | 18.11 |
Metric | GIL | PVH | GAP |
|---|---|---|---|
Return on Assets (Normalized) | 8.42% | 5.02% | 10.03% |
Return on Equity (Normalized) | 24.58% | 11.92% | 33.73% |
Return on Invested Capital (Normalized) | 12.91% | 6.94% | 13.24% |
1-Day Chart | Name | Price | Morningstar Rating for Stocks | Capital Allocation | Economic Moat | Market Cap |
|---|---|---|---|---|---|---|
| H & M Hennes & Mauritz AB Class B HMRZF | — | LOCK|?& | $29B | |||
| H & M Hennes & Mauritz AB ADR HNNMY | LOCK|RKR!lY | LOCK|b@ | $29B | |||
| Ralph Lauren Corp Class A RL | LOCK|Clzn<$N | LOCK|dgf&H | $24B | |||
| Moncler SpA MONRF | — | LOCK|GQTbG | $14B | |||
| Moncler SpA ADR MONRY | — | LOCK|wmq& | $14B | |||
| VF Corp VFC | LOCK|hspv?h | LOCK|t% | $8B | |||
| PVH Corp PVH | LOCK|$Pr<Q& | LOCK|KhL | $4B | |||
| Under Armour Inc Class A UAA | LOCK|$<$$^d | LOCK|?@ | $2B | |||
| Under Armour Inc Class C UA | LOCK|GyJg$yN | LOCK|#b% | $2B |
United States