Delta Galil Industries Ltd. — Cyborg Score 6/10

Solid
Apparel Manufacturing & Retail (Intimate Apparel, Activewear, Denim)

Strategic Profile

With estimated annual revenue of $5B as of October 2025, Delta Galil operates across multiple segments including branded products, private label manufacturing, and established denim operations. The company currently trades at a P/E ratio of 16.4x, slightly lower than comparable peers, suggesting attractive valuation. Long-term investors have seen significant gains with a 236% total shareholder return over the past five years.

Cyborg Score Rationale

The company demonstrates strong long-term performance with 236% five-year shareholder returns, but faces near-term headwinds. Recent earnings growth has declined, reflecting tempered market expectations. Valuation metrics suggest mixed signals with P/E appearing attractive but DCF models indicating potential overvaluation.

Top Insights

  • New CFO Yaniv Benedek appointed in October 2024 to strengthen financial leadership
  • Leading market position in intimate apparel, private label, and contemporary denim with global manufacturing footprint
  • Stock down over 10% year-to-date despite 8% one-month bounce, indicating volatility in investor sentiment
  • Market capitalization of approximately 4.76 billion NIS as of early March 2026

Named Competitors

  • Intimates & Activewear — Owns Calvin Klein and Tommy Hilfiger brands
  • Denim — Global denim and casual wear leader
  • Premium Denim — High-end fashion apparel manufacturers
  • Intimates Manufacturing — Global intimate apparel and activewear manufacturer

Recent Developments

  • (January 2025) Mark Stocker appointed as president of Delta Galil branded division
  • (October 2024) Yaniv Benedek appointed chief financial officer
  • (September 2024) Partnership announced with Reliance Retail for 50/50 joint venture

Open the full interactive Delta Galil Industries Ltd. report

Strategic research, analyst-debate audio, full Cyborg Score breakdown across 11 dimensions, and saved-company audio playlists.

Open report →