G-III Apparel Group 過去の業績
過去 基準チェック /16
G-III Apparel Groupは、平均年間4.4%の収益成長を遂げていますが、 Luxury業界の収益は、年間 成長しています。収益は、平均年間1.4% 3.6%収益成長率で 成長しています。 G-III Apparel Groupの自己資本利益率は6.9%であり、純利益率は4.3%です。
主要情報
4.41%
収益成長率
6.90%
EPS成長率
| Luxury 業界の成長 | 12.25% |
| 収益成長率 | 3.57% |
| 株主資本利益率 | 6.91% |
| ネット・マージン | 4.34% |
| 前回の決算情報 | 30 Apr 2026 |
最近の業績更新
Recent updates
Seeking Alpha • Jun 07
G-III Apparel: Too Much Uncertainty, For Now (Rating Downgrade)
Summary G-III Apparel Group, Ltd. has continued to report declining sales. Losing PVH's brands' licenses continues to act as a headwind. Underneath, G-III's remaining brand portfolio is performing very well. A shift to owned brands has boosted gross margins. The Marc Jacobs regains scale for G-III and comes with wholesale expansion potential, but the $500 million acquisition's financial impact is unknown. Without the Marc Jacobs acquisition, I estimate G-III stock to have 35% upside to $45.6. The estimated upside comes with too high uncertainty for now. Read the full article on Seeking Alpha
新しいナラティブ • Mar 27
Fair Value of $40 for G-III Apparel Group Anticipated Over 5 Years
Investment Thesis The PVH license roll-off (~$470M of lower-margin revenue exiting by FY2028) is a known, finite, manageable headwind; the owned-brand revenue replacing it (DKNY, Karl Lagerfeld, Donna Karan) carries structurally higher gross margins, potentially driving margin expansion even on lower absolute revenues. Owned brands grew from 41% of net sales in FY2023 to 52% in FY2025, with DKNY at $675M and Karl Lagerfeld at $580M — both showing accelerating momentum as standalone global brands.分析記事 • Aug 14
Little Excitement Around G-III Apparel Group, Ltd.'s (NASDAQ:GIII) Earnings
NasdaqGS:GIII 1 Year Share Price vs Fair Value Explore G-III Apparel Group's Fair Values from the Community and select...分析記事 • Jun 13
At US$21.25, Is It Time To Put G-III Apparel Group, Ltd. (NASDAQ:GIII) On Your Watch List?
G-III Apparel Group, Ltd. ( NASDAQ:GIII ), might not be a large cap stock, but it received a lot of attention from a...分析記事 • May 09
These 4 Measures Indicate That G-III Apparel Group (NASDAQ:GIII) Is Using Debt Safely
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Apr 16
G-III Apparel Group (NASDAQ:GIII) Is Experiencing Growth In Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Seeking Alpha • Mar 02
G-III Apparel Group Is Worth Trying On
Summary G-III Apparel Group remains a compelling buy due to its cheap valuation, despite recent profitability declines and underperformance compared to the S&P 500. The company's revenue increased slightly, driven by higher demand for brands like DKNY and Karl Lagerfeld, but net income and EBITDA declined. Management has effectively reduced excess inventories, positioning the company well for future demand, despite challenges with expiring PVH Corp licenses. Despite risks, the thriving proprietary brands and attractive pricing justify continued bullishness on G-III Apparel Group. Read the full article on Seeking Alpha分析記事 • Jan 13
The Returns At G-III Apparel Group (NASDAQ:GIII) Aren't Growing
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...Seeking Alpha • Dec 11
G-III Apparel Group Continues To Perform, But I Think It Has Reached Fair Value
Summary G-III Apparel Group's 3Q25 results were positive and in-line, with own brands growing 30% YoY due to door expansion, derisking the year's largest quarter. Despite a 30% stock appreciation, I move G-III to a Hold position due to limited organic growth potential in FY26 and a less compelling risk/reward ratio. Gross margins declined 80bps YoY, with increased SG&A driven by compensation and marketing; Q4 outlook is cautiously optimistic, with key focus on retail sell-through. G-III's market cap is $1.57 billion, implying a 9.5% earnings yield; future growth hinges on retail performance and potential new licensed business profitability. Read the full article on Seeking Alpha分析記事 • Nov 04
These 4 Measures Indicate That G-III Apparel Group (NASDAQ:GIII) Is Using Debt Reasonably Well
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Oct 16
A Look At The Fair Value Of G-III Apparel Group, Ltd. (NASDAQ:GIII)
Key Insights Using the 2 Stage Free Cash Flow to Equity, G-III Apparel Group fair value estimate is US$27.25 Current...
新しいナラティブ • Oct 13
Global Expansion Struggles And Costly Shifts Threaten Revenue And Margin Stability
Global brand expansion could strain revenue projections if international traction falls short, especially as costly license transitions impact earnings stability.分析記事 • Sep 27
Return Trends At G-III Apparel Group (NASDAQ:GIII) Aren't Appealing
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...分析記事 • Sep 07
G-III Apparel Group, Ltd. (NASDAQ:GIII) Soars 30% But It's A Story Of Risk Vs Reward
G-III Apparel Group, Ltd. ( NASDAQ:GIII ) shareholders would be excited to see that the share price has had a great...Seeking Alpha • Sep 05
G-III Apparel: Q2 Was Good, And Despite The Rally, The Stock Remains An Opportunity
Summary G-III Apparel Group, Ltd.'s Q2 2025 results were strong, with proprietary brands growing and improved margins, leading to raised yearly EPS guidance and a 30% stock price surge. The market reaction was exaggerated, but G-III Apparel Group's proprietary brands are growing by double digits, and the company continues to secure new licenses, like Converse. The company's operating margin improved, and it repaid $400 million in debt, enhancing its financial stability and supporting the Buy rating. G-III trades at an 11% earnings yield, with a promising growth outlook, making it an attractive investment opportunity at current prices. Read the full article on Seeking AlphaSeeking Alpha • Aug 23
G-III Apparel Group: Still A Good Fit After A Nice Run Up
Summary G-III Apparel Group, Ltd. was rated a “buy” in August 2023, despite disappointing financial performance. Shares have increased 28.9% since then, outperforming the S&P 500, with mixed financial results but attractive pricing. The company saw revenue decline in 2024, but profits and cash flows improved, inventory levels decreased, and strategic partnerships were made. Read the full article on Seeking Alpha分析記事 • Jul 17
G-III Apparel Group, Ltd.'s (NASDAQ:GIII) Intrinsic Value Is Potentially 53% Above Its Share Price
Key Insights G-III Apparel Group's estimated fair value is US$41.17 based on 2 Stage Free Cash Flow to Equity G-III...分析記事 • Jun 20
What You Can Learn From G-III Apparel Group, Ltd.'s (NASDAQ:GIII) P/S
It's not a stretch to say that G-III Apparel Group, Ltd.'s ( NASDAQ:GIII ) price-to-sales (or "P/S") ratio of 0.4x...Seeking Alpha • Jun 07
G-III Apparel: Eyes On Revenue Miss And European Market Growth
Summary G-III Apparel's first quarter actual revenue and second quarter sales guidance were below expectations, which have unfavorable read-throughs for its full-year fiscal 2025 outlook. GIII has taken a 12% equity interest in All We Wear Group, and this will put it in a better position to capitalize on growth opportunities in the European market. I continue to rate G-III Apparel as a Hold following an evaluation of its performance and prospects. Read the full article on Seeking Alpha分析記事 • May 27
Return Trends At G-III Apparel Group (NASDAQ:GIII) Aren't Appealing
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Apr 01
We Like The Quality Of G-III Apparel Group's (NASDAQ:GIII) Earnings
The stock was sluggish on the back of G-III Apparel Group, Ltd.'s ( NASDAQ:GIII ) recent earnings report. Our analysis...Seeking Alpha • Mar 14
G-III Apparel Is A Buy At These Prices
Summary G-III Apparel Group, Ltd. is a global wholesaler of licensed and owned brands with a focus on outerwear. The company's business heavily relies on Calvin Klein's outerwear licenses, which are set to expire in 2 years. G-III Apparel Group is working to grow its proprietary brands and other licenses to replace the revenue from the expiring Calvin Klein license. When considering the proprietary business and speculating on its operating margins, plus the remaining value of the CK license, G-III Apparel Group, Ltd. stock is undervalued. Read the full article on Seeking Alpha分析記事 • Feb 11
Returns Are Gaining Momentum At G-III Apparel Group (NASDAQ:GIII)
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Seeking Alpha • Jan 25
G-III Apparel: Looking For Better Cash Flows
Summary G-III Apparel designs, manufactures, and markets clothing with a large portfolio of self-owned brands and licensed brands. The company's track record of great growth has slowed into very nominal growth in past years. G-III Apparel has historically had poor cash flows due to constant working capital increases, but the slowing growth should significantly improve the cash flow conversion. The valuation has some upside if G-III Apparel can improve the cash flow conversion well, but the risk-to-reward still only constitutes a hold rating for the time being. Read the full article on Seeking Alpha分析記事 • Jan 19
Some Confidence Is Lacking In G-III Apparel Group, Ltd.'s (NASDAQ:GIII) P/S
It's not a stretch to say that G-III Apparel Group, Ltd.'s ( NASDAQ:GIII ) price-to-sales (or "P/S") ratio of 0.4x...分析記事 • Nov 03
Here's Why G-III Apparel Group (NASDAQ:GIII) Has A Meaningful Debt Burden
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Oct 06
A Look At The Fair Value Of G-III Apparel Group, Ltd. (NASDAQ:GIII)
Key Insights G-III Apparel Group's estimated fair value is US$19.76 based on 2 Stage Free Cash Flow to Equity Current...分析記事 • Sep 13
Here's What's Concerning About G-III Apparel Group's (NASDAQ:GIII) Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...収支内訳
収支内訳
G-III Apparel Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 30 Apr 26 | 2,909 | 126 | 1,002 | 0 |
| 31 Jan 26 | 2,957 | 67 | 978 | 0 |
| 31 Oct 25 | 3,025 | 148 | 964 | 0 |
| 31 Jul 25 | 3,123 | 182 | 963 | 0 |
| 30 Apr 25 | 3,155 | 196 | 965 | 0 |
| 31 Jan 25 | 3,181 | 194 | 970 | 0 |
| 31 Oct 24 | 3,106 | 174 | 946 | 0 |
| 31 Jul 24 | 3,086 | 187 | 923 | 0 |
| 30 Apr 24 | 3,101 | 179 | 933 | 0 |
| 31 Jan 24 | 3,098 | 176 | 924 | 0 |
| 31 Oct 23 | 3,188 | -114 | 915 | 0 |
| 31 Jul 23 | 3,199 | -180 | 918 | 0 |
| 30 Apr 23 | 3,145 | -160 | 870 | 0 |
| 31 Jan 23 | 3,227 | -133 | 833 | 0 |
| 31 Oct 22 | 3,120 | 176 | 788 | 0 |
| 31 Jul 22 | 3,058 | 222 | 730 | 0 |
| 30 Apr 22 | 2,935 | 205 | 686 | 0 |
| 31 Jan 22 | 2,767 | 201 | 642 | 0 |
| 31 Oct 21 | 2,545 | 167 | 622 | 0 |
| 31 Jul 21 | 2,356 | 123 | 617 | 0 |
| 30 Apr 21 | 2,170 | 89 | 592 | 0 |
| 31 Jan 21 | 2,055 | 24 | 605 | 0 |
| 31 Oct 20 | 2,284 | 34 | 642 | 0 |
| 31 Jul 20 | 2,585 | 66 | 711 | 0 |
| 30 Apr 20 | 2,932 | 92 | 785 | 0 |
| 31 Jan 20 | 3,160 | 144 | 832 | 0 |
| 31 Oct 19 | 3,173 | 143 | 847 | 0 |
| 31 Jul 19 | 3,117 | 141 | 832 | 0 |
| 30 Apr 19 | 3,098 | 140 | 835 | 0 |
| 31 Jan 19 | 3,076 | 138 | 835 | 0 |
| 31 Oct 18 | 3,024 | 113 | 852 | 0 |
| 31 Jul 18 | 2,976 | 101 | 863 | 0 |
| 30 Apr 18 | 2,890 | 82 | 860 | 0 |
| 31 Jan 18 | 2,807 | 62 | 855 | 0 |
| 31 Oct 17 | 2,695 | 43 | 831 | 0 |
| 31 Jul 17 | 2,554 | 32 | 787 | 0 |
| 30 Apr 17 | 2,458 | 39 | 741 | 0 |
| 31 Jan 17 | 2,386 | 52 | 704 | 0 |
| 31 Oct 16 | 2,311 | 80 | 661 | 0 |
| 31 Jul 16 | 2,337 | 97 | 654 | 0 |
| 30 Apr 16 | 2,369 | 110 | 645 | 0 |
| 31 Jan 16 | 2,344 | 114 | 629 | 0 |
| 31 Oct 15 | 2,331 | 129 | 611 | 0 |
| 31 Jul 15 | 2,234 | 122 | 596 | 0 |
質の高い収益: GIIIには$48.6M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が30th April, 2026に影響を及ぼしています。
利益率の向上: GIIIの現在の純利益率 (4.3%)は、昨年(6.2%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: GIIIの収益は過去 5 年間で年間4.4%増加しました。
成長の加速: GIIIは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。
収益対業界: GIIIは過去 1 年間で収益成長率がマイナス ( -35.5% ) となったため、 Luxury業界平均 ( 18.9% ) と比較することが困難です。
株主資本利益率
高いROE: GIIIの 自己資本利益率 ( 6.9% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/12 21:34 |
| 終値 | 2026/06/12 00:00 |
| 収益 | 2026/04/30 |
| 年間収益 | 2026/01/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
G-III Apparel Group, Ltd. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15
| アナリスト | 機関 |
|---|---|
| Robert Drbul | Barclays |
| Paul Kearney | Barclays |
| Heather Balsky | BofA Global Research |