Gildan Activewear Inc.

TSX:GIL 주식 리포트

시가총액: CA$13.5b

Gildan Activewear 경영진

경영진 기준 점검 1/4

Gildan Activewear CEO는 Glenn Chamandy, May2024 에 임명되었습니다 의 임기는 2.17 년입니다. 총 연간 보상은 $13.15M, 9.5% 급여 및 90.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 CA$85.76M 가치에 해당하는 회사 주식의 0.64% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.3 년과 2.2 년입니다.

핵심 정보

Glenn Chamandy

최고경영자

US$13.1m

총 보수

CEO 급여 비율9.51%
CEO 재임 기간2.2yrs
CEO 지분 보유율0.6%
경영진 평균 재임 기간1.3yrs
이사회 평균 재임 기간2.2yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Jun 30

GIL: Future Returns Will Reflect Reaffirmed 2026 Guidance Despite Short Seller Allegations

Analysts have adjusted their fair value estimate for Gildan Activewear, lifting the target from about CA$85.03 to roughly CA$87.31. The change reflects updated assumptions around revenue growth, profit margins, the discount rate and future P/E.
분석 기사 Jun 16

Gildan Activewear (TSX:GIL) Stock Could Be 16.5% Undervalued After TD Sees Margin Upside

Recent commentary on Gildan Activewear (TSX:GIL) has put the stock back in focus, as TD Securities highlighted its plans to raise revenue and profit margins after integrating HanesBrands and pursuing non core asset sales. See our latest analysis for Gildan Activewear. At a share price of CA$86.63, Gildan Activewear has seen firm short term momentum, with a 1 month share price return of 11.48%. Its 1 year total shareholder return of 35.58% and 3 year total shareholder return of 124.87% point...
내러티브 업데이트 Jun 16

GIL: Revised Fair Value Assumptions Will Support Future Share Price Upside

Analysts have revised their fair value estimate for Gildan Activewear to CA$131.67 from CA$128.63, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News for Gildan Activewear Gildan Activewear maintained earnings guidance for the second quarter of 2026, with net sales from continuing operations expected to be approximately $1.6b.
내러티브 업데이트 Jun 01

GIL: Future Returns Will Reflect Stable Guidance And Fairly Balanced Earnings Outlook

Analysts have slightly raised their price target for Gildan Activewear to CA$85.03 from CA$82.62, reflecting updated assumptions for revenue growth, profit margins, the discount rate, and future P/E. What's in the News Gildan Activewear maintained earnings guidance for the second quarter of 2026, with net sales from continuing operations expected to be approximately $1.6b.
내러티브 업데이트 May 13

GIL: Future Returns Will Reflect Dividend Increase And Updated Earnings Outlook

Analysts have trimmed their price target on Gildan Activewear to CA$82.62 from CA$83.07, citing updated assumptions for revenue growth, profit margins, the discount rate used in valuation and the future P/E multiple. What's in the News Company maintained earnings guidance for the second quarter of 2026, with net sales from continuing operations expected to be about US$1.6b, and for full year 2026 revenue guided to US$6.0b to US$6.2b (company guidance).
내러티브 업데이트 Apr 28

GIL: Dividend Hike And Bangladesh Expansion Will Support Future Upside

Analysts have nudged their price target on Gildan Activewear slightly higher to CA$128.63 from CA$128.14, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E expectations. What's in the News Gildan Activewear is set to be removed from the S&P/TSX 60 Shariah Index, which may affect how some index-tracking funds and Shariah-focused investors handle the shares (Key Developments).
내러티브 업데이트 Apr 13

GIL: Future Outlook Will Balance Dividend Growth With Revised Earnings Expectations

Analysts have trimmed their price expectations for Gildan Activewear, revising the fair value estimate from CA$86.39 to CA$83.07 as they factor in a higher discount rate, a lower projected revenue growth rate, a higher expected profit margin, and a higher future P/E assumption. What's in the News The Board approved a 10% increase to the current quarterly dividend and declared a cash dividend of $0.249 per share, payable on April 13, 2026, to shareholders of record on March 19, 2026, classified as an eligible dividend for Canadian tax purposes (Key Developments).
내러티브 업데이트 Mar 30

GIL: Dividend Growth And Bangladesh Expansion Will Support Steady Future Performance

Analysts have raised their price target on Gildan Activewear to reflect updated assumptions regarding fair value, discount rate, revenue growth, profit margin, and future P/E. These factors collectively indicate a revised view of the stock’s risk and return trade off.
내러티브 업데이트 Mar 16

GIL: Dividend Growth And Bangladesh Expansion Will Support Future Upside

Analysts have raised their price target on Gildan Activewear by roughly CA$1.30, citing updated assumptions that combine a slightly higher discount rate with lower projected revenue growth, a higher profit margin, and a more conservative future P/E multiple. What's in the News The company plans to construct a second textile facility in the Bangladesh complex over the next 18 months, with initial production targeted for late 2027 and capital expenditure expected to remain within existing capex guidance (company announcement).
내러티브 업데이트 Mar 02

GIL: Dividend Aristocrat Status And Payout Growth Will Support Future Upside

Analysts have lifted their price target on Gildan Activewear to CA$126.84 from CA$124.70, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple as key drivers behind the refreshed valuation view. What's in the News The board approved a 10% increase to the current quarterly dividend and declared a cash dividend of $0.249 per share, payable on April 13, 2026, to shareholders of record on March 19, 2026 (company announcement).
내러티브 업데이트 Feb 16

GIL: Dividend Aristocrat Status And Capital Returns Will Support Steady Future Performance

Analysts have adjusted their price target on Gildan Activewear slightly lower, from about CA$101.00 to around CA$99.65. This change reflects updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.
내러티브 업데이트 Feb 01

GIL: Future Outlook Will Reflect Revised Profitability Assumptions And Fair Value Balance

Analysts have trimmed their implied fair value estimate for Gildan Activewear from about $88.39 to $86.39. This reflects updated views on revenue growth, profit margins, the discount rate, and expected future P/E levels.
내러티브 업데이트 Jan 18

GIL: Share Repurchases And Steady Guidance Will Support Stronger Future Returns

Analysts have kept their fair value estimate for Gildan Activewear effectively unchanged at about $101 per share, with small tweaks to inputs like the discount rate, revenue growth, profit margin, and future P/E that help fine-tune rather than reset their overall view. What's in the News Between June 30, 2025 and August 8, 2025, Gildan Activewear repurchased 855,000 shares, representing 0.57% of shares, for $45m under its existing buyback program (Key Developments).
분석 기사 Jan 05

Gildan Activewear (TSE:GIL) Seems To Use Debt Quite Sensibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
내러티브 업데이트 Jan 04

GIL: Ongoing Share Repurchases Will Support Higher Future Profitability

Analysts have nudged their price target for Gildan Activewear slightly higher to reflect modestly lower perceived risk, a small improvement in long term margin expectations, and a slightly richer anticipated future earnings multiple, while leaving fair value estimates essentially unchanged. What's in the News Completed a substantial share repurchase program, buying back 9,978,864 shares, or about 6.39% of shares outstanding, for approximately $480.12 million under the August 1, 2024 authorization (Key Developments).
내러티브 업데이트 Dec 17

GIL: Future Outlook Will Balance Buybacks Index Inclusion And Earnings Expectations

Analysts have raised their price target on Gildan Activewear by roughly 10 percent to reflect significantly stronger expected revenue growth, which is partially offset by a more conservative view on profit margins and valuation multiples. What's in the News Completed share repurchase of 9,978,864 shares, representing 6.39% of outstanding shares, for a total of about $480 million under the buyback announced on August 1, 2024 (company disclosure) The most recent tranche of the buyback saw 855,000 shares repurchased between June 30, 2025 and August 8, 2025 for $45 million, equal to roughly 0.57% of shares (company disclosure) Reaffirmed 2025 earnings guidance, with full year revenue still expected to grow at a mid single digit rate compared with the prior year (company guidance) Added as a constituent of the FTSE All-World Index (USD), expanding the company investor base and potential passive ownership (index announcement) Valuation Changes Fair Value Estimate has risen moderately, increasing from CA$80.08 to CA$88.39 per share.
내러티브 업데이트 Dec 03

GIL: Share Buybacks And Index Inclusion Will Support Higher Future Profitability

Analysts have nudged their price target for Gildan Activewear slightly higher to reflect modestly improved long term profit margin expectations and a marginally richer future earnings multiple, despite only minor adjustments to the discount rate and revenue growth assumptions. What's in the News From June 30, 2025 to August 8, 2025, Gildan Activewear repurchased 855,000 shares for 45 million dollars, completing a total buyback of 9,978,864 shares, or 6.39 percent of shares outstanding, under its August 1, 2024 authorization (Key Developments).
내러티브 업데이트 Nov 19

GIL: Share Buyback Completion Will Support Higher Profit Margins Ahead

Analysts have slightly raised their price target for Gildan Activewear from $100.77 to $101.00. They cite incremental improvements in projected profit margin despite a marginal uptick in discount rate assumptions.
내러티브 업데이트 Nov 04

GIL: Share Buyback Completion Will Support Higher Profit Margins Going Forward

Gildan Activewear's average analyst price target has been revised upward by nearly $6 to $100.77. This change reflects analysts' optimism about the company's stronger projected profit margins and improved valuation metrics.
분석 기사 Oct 28

At CA$85.38, Is Gildan Activewear Inc. (TSE:GIL) Worth Looking At Closely?

Gildan Activewear Inc. ( TSE:GIL ), might not be a large cap stock, but it led the TSX gainers with a relatively large...
내러티브 업데이트 Oct 21

Analysts Lift Gildan Activewear Target on Improved Growth and Valuation Updates Amid Key Developments

Analysts have raised their price target for Gildan Activewear from $91.79 to $94.77, citing improved revenue growth projections and a slightly lower discount rate as key factors in their revised outlook. What's in the News Gildan Activewear was added to the FTSE All-World Index (USD) (Key Developments).
분석 기사 Sep 08

Does Gildan Activewear (TSE:GIL) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
내러티브 업데이트 Aug 15

Basic Apparel And US Cotton Efficiency Will Drive Future Success

Gildan Activewear’s upward price target revision reflects increased future P/E and improved net profit margin, supporting a new consensus fair value estimate of CA$90.03. What's in the News Gildan Activewear reaffirmed earnings guidance for full year 2025, expecting net sales growth at a 3%-5% CAGR.
분석 기사 Jul 18

Returns On Capital Are A Standout For Gildan Activewear (TSE:GIL)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
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새로운 내러티브 Feb 11

Modernization In The US And Bangladesh Will Strengthen Competitive Advantage

Modernizing operations and expanding in Bangladesh boost competitiveness and support long-term ring-spun product growth.

CEO 보수 분석

Glenn Chamandy의 보수는 Gildan Activewear의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 29 2026n/an/a

US$254m

Dec 28 2025US$13mUS$1m

US$394m

Sep 28 2025n/an/a

US$475m

Jun 29 2025n/an/a

US$486m

Mar 30 2025n/an/a

US$407m

Dec 29 2024US$27mUS$1m

US$401m

Sep 29 2024n/an/a

US$422m

Jun 30 2024n/an/a

US$418m

Mar 31 2024n/an/a

US$515m

Dec 31 2023US$10mUS$1m

US$534m

Oct 01 2023n/an/a

US$464m

Jul 02 2023n/an/a

US$490m

Apr 02 2023n/an/a

US$493m

Jan 01 2023US$10mUS$1m

US$542m

Oct 02 2022n/an/a

US$632m

Jul 03 2022n/an/a

US$667m

Apr 03 2022n/an/a

US$655m

Jan 02 2022US$12mUS$1m

US$607m

Oct 03 2021n/an/a

US$501m

Jul 04 2021n/an/a

US$369m

Apr 04 2021n/an/a

-US$27m

Jan 03 2021US$17mUS$1m

-US$225m

Sep 27 2020n/an/a

-US$260m

Jun 28 2020n/an/a

-US$212m

Mar 29 2020n/an/a

US$138m

Dec 29 2019US$7mUS$1m

US$260m

보상 대 시장: Glenn의 총 보수(USD13.15M)는 Canadian 시장에서 비슷한 규모 기업의 평균(USD4.58M)보다 높습니다.

보상과 수익: Glenn의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Glenn Chamandy (65 yo)

2.2yrs
재임 기간
US$13,147,193
보수

Mr. Glenn J. Chamandy serves as Chairman & CEO at B.R.K Capital Inc. He is Co-Founder of Gildan Activewear Inc. and serves as its President & CEO since May 23, 2024 and also serves as Director since May 23...


리더십 팀

이름직위재임 기간보수지분
Glenn Chamandy
Co-Founder2.2yrsUS$13.15m0.64%
CA$ 85.8m
Luca Barile
Executive VP & CFO1.3yrsUS$3.57m0.0015%
CA$ 203.3k
Rabih Assal
Executive VPless than a yearUS$2.53m데이터 없음
Benito Masi
President of Manufacturing21.5yrsUS$3.69m0.23%
CA$ 30.6m
Chuck Ward
Executive VP & Chief Commercial Officerless than a yearUS$4.96m0.10%
CA$ 13.6m
Jason DeHaan
Executive VP & Chief Information Officer9yrsUS$2.30m0.011%
CA$ 1.5m
Jessy Hayem
Senior VP & Head of Investor Relations and Global Communicationsno data데이터 없음0.00015%
CA$ 20.2k
Genevieve Gosselin
Director of Corporate Communications & Corporate Marketingno data데이터 없음데이터 없음
Brooke Ferguson
Executive VP & Chief Human Resources Officerless than a year데이터 없음데이터 없음
Isabelle Papillon
Corporate Secretaryno data데이터 없음데이터 없음
1.3yrs
평균 재임 기간

경험이 풍부한 관리: GIL의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.3 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Glenn Chamandy
Co-Founder2.2yrsUS$13.15m0.64%
CA$ 85.8m
Michael Kneeland
Independent Non-Executive Chair2.2yrsUS$385.00k0.0047%
CA$ 638.1k
Karen Stuckey
Independent Director2.2yrsUS$257.00k데이터 없음
Ghislain Houle
Independent Director2.2yrsUS$281.00k0.0052%
CA$ 700.1k
Melanie Kau
Independent Director2.2yrsUS$281.00k데이터 없음
Peter Lee
Independent Director2.2yrs데이터 없음데이터 없음
Michener Chandlee
Independent Director2.2yrsUS$257.00k0.0032%
CA$ 433.5k
Deepak Khandelwal
Independent Corporate Directorless than a year데이터 없음0.0027%
CA$ 364.8k
Anne-Laure Descours
Independent Director1.3yrsUS$135.39k데이터 없음
2.2yrs
평균 재임 기간
62.5yo
평균 나이

경험이 풍부한 이사회: GIL의 이사회경험이 부족한 것으로 간주됩니다(평균 재임 2.2 년) — 신규 이사회일 가능성이 있습니다.


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/05 13:02
종가2026/07/03 00:00
수익2026/03/29
연간 수익2025/12/28

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Gildan Activewear Inc.는 25명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Harriet LiAccountability Research Corporation
Paul KearneyBarclays
Stephen MacLeodBMO Capital Markets Equity Research