吉登运动服最新公布的第一季度财报，为收购汉佰集团后的盈利增长路径描绘出更清晰的蓝图。TD Cowen分析师布莱恩·莫里森指出，该公司第一季度实现了“小幅超预期的每股收益”，同时维持了2026年全年业绩指引不变。
尽管整合汉佰集团纺织业务带来的挑战预计将持续到第二季度，但莫里森认为这些阻力已“有所减轻”，这将为“2026年下半年强劲的每股收益和自由现金流奠定基础，其驱动力来自提升的产能和协同效应的实现”。他进一步补充道，对实现2026至2028年财务目标的能见度提升，“应会推动股价出现显著上涨”。
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