Core Viewpoint - Gildan Activewear Inc. (GIL) is expected to report revenue growth of 7.8% year-over-year, with a consensus estimate of $885.3 million for Q4 2025, and earnings per share estimated at 94 cents, reflecting a 13.3% increase from the previous year [1]. Group 1: Financial Performance Expectations - The consensus estimate for Gildan's revenues is $885.3 million, indicating a rise of 7.8% from the year-ago figure [1]. - The consensus estimate for earnings is 94 cents per share, which indicates a 13.3% increase from the year-ago quarter's actual [1]. - Gildan has a trailing four-quarter average earnings surprise of 2.6%, with a 2% earnings surprise in the last reported quarter [2]. Group 2: Factors Influencing Q4 Results - Gildan's results are expected to benefit from its Sustainable Growth Strategy, which includes expanding capacity, driving innovation, and advancing ESG initiatives [3]. - The company has completed the acquisition of HanesBrands, contributing to increased market share through brand strength, product innovation, and enhanced customer service [4]. - The Activewear segment is gaining momentum due to market share expansion and strong demand, which is likely to positively impact the upcoming quarter's performance [4]. Group 3: Challenges and Market Conditions - The company faces challenges from a tough operating landscape, including inflationary pressures and softness in the hosiery and underwear category [5]. - Higher operating expenses are expected to have somewhat dampened profitability in the quarter under review [5]. Group 4: Valuation and Stock Performance - Gildan has a forward 12-month price-to-earnings ratio of 15.72x, which is below the industry's average of 16.41x and below its five-year high of 21.94x [7]. - Gildan shares have gained 31.2% in the past six months, significantly outperforming the industry's growth of 0.1% [7].

Core Viewpoint - Gildan Activewear Inc. (GIL) is expected to report revenue growth in Q1 2025, with a consensus estimate of $711.1 million, reflecting a 2.2% increase year-over-year, while earnings per share are projected at 57 cents, indicating a 3.4% decline from the previous year [1][6]. Group 1: Financial Performance Expectations - The consensus estimate for revenues is $711.1 million, indicating a rise of 2.2% from the year-ago figure [1]. - The consensus estimate for earnings is 57 cents per share, which indicates a 3.4% drop from the year-ago quarter's actual [1]. - Gildan Activewear has a trailing four-quarter average earnings surprise of 5.3%, with a 3.8% surprise in the last reported quarter [2]. Group 2: Key Factors Influencing Results - The upcoming quarterly results are expected to reflect gains from Gildan's Sustainable Growth Strategy, focusing on capacity expansion, innovation, and ESG initiatives [3]. - The company has been enhancing its commercial capabilities and optimizing manufacturing processes, contributing to operational improvements [4]. - The Activewear segment is gaining momentum due to market share expansion and strong demand, particularly in international markets like Europe [5]. Group 3: Management Guidance and Market Conditions - Management anticipates net sales to grow low single digits year-over-year for Q1 2025, with mid-single digits growth projected when excluding the Under Armour sock license agreement [6]. - The adjusted operating margin is expected to expand by approximately 50 basis points [6]. - Challenges include inflationary pressures and softness in the hosiery and underwear category, which may impact profitability [7]. Group 4: Valuation and Stock Performance - Gildan Activewear has a forward 12-month price-to-earnings ratio of 11.74x, above the industry average of 10.11x, but below its five-year high of 33.64x [9]. - The stock has gained 24.6% over the past year, outperforming the industry's decline of 19% [9].