Delta Galil Industries Ltd. (DELTF)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Delta Galil Industries Ltd. (DELTF) trades at $54.50 with AI Score 53/100 (Grade B). Delta Galil Industries Ltd. designs, manufactures, and markets apparel products globally. Market cap: $1.43B, Sector: Consumer cyclical.
Price live · AI analysis from Mar 18, 2026Analyst Coverage for DELTF: DELTF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates DELTF against Consumer Cyclical peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
DELTF: 4/6 perspectives are bullish. Dominant signal: Seth Klarman bullish.
How is this calculated? →Delta Galil Industries Ltd. (DELTF) Consumer Business Overview
Delta Galil Industries Ltd., a global apparel manufacturer, designs, develops, and markets a diverse range of products, including intimate apparel, undergarments, and outerwear, operating through multiple segments and leveraging owned and licensed brands to serve various markets worldwide.
What Is the Investment Thesis for DELTF?
Delta Galil Industries presents a mixed investment thesis. The company's diverse product portfolio and global presence offer stability, evidenced by its $1.43B market cap. A P/E ratio of 15.4 suggests a reasonable valuation, and the 2.77% dividend yield provides income. However, a low profit margin of 2.7% indicates potential challenges in profitability. Growth catalysts include expansion in activewear and online sales, but potential risks involve fluctuating raw material costs and competitive pressures. Investors should weigh the company's established market position against its profitability concerns and macroeconomic vulnerabilities. The company's beta of -0.03 suggests low volatility relative to the market.
Based on FMP financials and quantitative analysis
DELTF Key Highlights
- Market Cap of $1.43B indicates a sizable company within the apparel manufacturing industry.
- P/E Ratio of 15.4 suggests a potentially reasonable valuation compared to industry peers.
- Gross Margin of 42.7% reflects the company's ability to manage production costs and maintain pricing power.
- Dividend Yield of 2.77% offers an income stream for investors, enhancing the stock's attractiveness.
- Beta of -0.03 indicates low volatility compared to the overall market, suggesting a relatively stable investment.
Who Are DELTF's Competitors?
DELTF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| DLTTF Dalata Hotel Group plc | $7.46 | +0.00% | $1.58B | 49 |
| HINOF Hino Motors, Ltd. | $2.35 | +0.00% | $1.35B | 45 |
| HINOY Hino Motors, Ltd. | $29.84 | +0.00% | $17.13B | 45 |
| NNRHF Neinor Homes, S.A. | $16.01 | +0.00% | $1.58B | 55 |
| RHUHF Richelieu Hardware Ltd. | $28.29 | -1.33% | $1.56B | 45 |
| KTB Kontoor Brands, Inc. | $86.60 | +1.88% | $4.79B | 61 |
| WQTEF Weiqiao Textile Company Limited | $0.14 | -66.67% | $167.21M | 59 |
| LPPSY LPP S.A. | $20.24 | -0.83% | $7.52B | 56 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are DELTF's Key Strengths?
- Diversified product portfolio across multiple apparel categories.
- Strong brand portfolio with owned and licensed brands.
- Global presence with operations in multiple geographic markets.
- Integrated supply chain for cost control and quality assurance.
What Are DELTF's Weaknesses?
- Low profit margin of 2.7% compared to industry peers.
- Reliance on third-party retailers for distribution.
- Exposure to fluctuations in raw material costs.
- Limited brand recognition in some emerging markets.
What Could Drive DELTF Stock Higher?
- Expansion in the activewear market, driven by increasing consumer demand for sportswear and athleisure apparel.
- Growth in online sales through the company's e-commerce platform and partnerships with online retailers.
- Potential strategic acquisitions to expand the company's product portfolio and geographic reach.
- Adoption of sustainable and ethical production practices to attract environmentally conscious consumers.
- Development of innovative apparel technologies and materials to enhance product performance and differentiation.
What Are the Key Risks for DELTF?
- Intense competition from established and emerging apparel brands, leading to pricing pressures and market share erosion.
- Fluctuations in raw material costs, such as cotton and synthetic fibers, impacting profitability.
- Supply chain disruptions due to geopolitical events, natural disasters, or labor disputes.
- Changing consumer preferences and fashion trends, requiring continuous innovation and adaptation.
- Economic downturns in key markets, reducing consumer spending on apparel products.
What Are the Growth Opportunities for DELTF?
- Expansion in Activewear Market: The global activewear market is projected to reach $546.8 billion by 2028, growing at a CAGR of 8.6%. Delta Galil can capitalize on this trend by expanding its activewear offerings under brands like P.J. Salvage and Splendid. Investing in innovative designs and sustainable materials can attract health-conscious consumers and drive revenue growth in this segment. This expansion can be achieved within the next 2-3 years through strategic partnerships and targeted marketing campaigns.
- Increased Online Sales: The e-commerce apparel market is experiencing rapid growth, with online sales expected to account for a significant portion of total apparel sales in the coming years. Delta Galil can enhance its online presence by investing in its e-commerce platform, improving the user experience, and expanding its online product offerings. This includes offering exclusive online products and personalized shopping experiences to drive customer loyalty and increase sales. This strategy can be implemented over the next 1-2 years.
- Geographic Expansion in Emerging Markets: Emerging markets, such as Asia-Pacific and Latin America, offer significant growth opportunities for apparel manufacturers. Delta Galil can expand its presence in these markets by establishing strategic partnerships with local retailers and distributors. Adapting its product offerings to suit local tastes and preferences is crucial for success. This expansion can be pursued over the next 3-5 years, focusing on key markets with high growth potential.
- Sustainable and Ethical Production Practices: Consumers are increasingly demanding sustainable and ethically produced clothing. Delta Galil can differentiate itself by adopting eco-friendly production practices, using sustainable materials, and ensuring fair labor standards throughout its supply chain. Communicating these efforts to consumers through transparent labeling and marketing campaigns can enhance brand reputation and attract environmentally conscious customers. This is an ongoing opportunity that requires continuous improvement and investment.
- Strategic Acquisitions: Delta Galil can pursue strategic acquisitions to expand its product portfolio, enter new markets, and gain access to new technologies. Acquiring complementary businesses can strengthen its competitive position and drive long-term growth. Potential acquisition targets could include smaller apparel brands with strong brand recognition or companies specializing in innovative textile technologies. This can be an opportunistic growth driver with no fixed timeline.
What Opportunities Does DELTF Have?
- Expansion in the growing activewear market.
- Increased online sales through e-commerce platforms.
- Geographic expansion in emerging markets.
- Adoption of sustainable and ethical production practices.
What Threats Does DELTF Face?
- Intense competition from established and emerging apparel brands.
- Changing consumer preferences and fashion trends.
- Supply chain disruptions and rising raw material costs.
- Economic downturns in key markets.
What Are DELTF's Competitive Advantages?
- Diversified Product Portfolio: Delta Galil offers a wide range of apparel products, reducing its reliance on any single product category.
- Strong Brand Portfolio: The company owns and licenses a portfolio of well-known brands, providing a competitive advantage in the market.
- Global Presence: Delta Galil operates in multiple geographic markets, mitigating risks associated with regional economic downturns.
- Integrated Supply Chain: The company has an integrated supply chain, allowing it to control costs and ensure product quality.
What Does DELTF Do?
Delta Galil Industries Ltd., established in 1975 and headquartered in Caesarea, Israel, is a global leader in the design, development, production, marketing, and sale of apparel products. The company operates through five key segments: Delta USA, Global Upper Market, Delta European Brands, Delta Premium Brands, and Delta Israel. Delta Galil offers a broad portfolio of products, including intimate apparel for women (panties, brassieres, nightwear, shapewear, and activewear), undergarments for men, socks for all ages, children's wear, denim clothing, and women's outerwear (shirts, dresses, jackets, pants, tops, and swimwear). The company's products are sold under various owned brands such as 7 For All Mankind, Schiesser, Eminence, Athena, Secret by Athena, Delta Israel, Fix, P.J. Salvage, Splendid, Liabel, and Karen Neuburger, as well as licensed brands and private labels. Delta Galil distributes its products through its own retail shops, outlets, and online store, ensuring a comprehensive market reach. The company is also involved in the development, design, marketing, distribution, and sale of branded products in the jeans and over wear clothing and ancillary products.
What Products and Services Does DELTF Offer?
- Designs and develops a wide range of apparel products.
- Manufactures intimate apparel for women, including panties, brassieres, and nightwear.
- Produces undergarments for men and socks for all ages.
- Creates children's wear and denim clothing items.
- Offers women's outerwear, such as shirts, dresses, and jackets.
- Markets and sells apparel products through various channels, including retail stores and online platforms.
- Develops and distributes branded products in the jeans and over wear clothing category.
How Does DELTF Make Money?
- Designs, develops, and manufactures apparel products.
- Sells products through its own retail shops, outlets, and online store.
- Licenses its brands and produces private label products for other retailers.
- Operates through five segments: Delta USA, Global Upper Market, Delta European Brands, Delta Premium Brands, and Delta Israel.
What Industry Does DELTF Operate In?
Delta Galil operates in the competitive apparel manufacturing industry, facing pressure from established players and emerging brands. The industry is influenced by evolving consumer preferences, fast fashion trends, and the growing demand for sustainable and ethically produced clothing. The global apparel market is expected to continue growing, driven by increasing disposable incomes and urbanization, particularly in emerging markets. Delta Galil's diverse product portfolio and global presence position it to capitalize on these trends, but it must navigate challenges related to supply chain disruptions and rising raw material costs. Competitors include DLTTF (Delta Apparel Inc.), HINOF (Hanesbrands Inc.), and HINOY (Hanesbrands Inc.).
Who Are DELTF's Key Customers?
- Retail consumers who purchase apparel products for personal use.
- Wholesale customers, including department stores and specialty retailers.
- Private label customers who contract Delta Galil to produce apparel products under their own brands.
- Online shoppers who purchase products through the company's e-commerce platform.
ROE 11%Key Financial Metrics
Return on equity for Delta Galil Industries Ltd. stands at 10.6%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 4.2%, showing how much profit it generates from its asset base. DELTF trades at a trailing price-to-earnings ratio of 15.37, below the Consumer Cyclical sector average of ~39x. Its free cash flow yield is 15.1%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.30 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 6.3%, the inverse of the P/E and a quick read on earnings relative to price.
Delta Galil Industries Ltd. (DELTF) Valuation Context
Valued at $1.43B, DELTF is classified as a small-cap stock. Relative to its peer group, DELTF's quantitative score of 53/100 is roughly in line with the peer average of 48/100.
Company Profile
Delta Galil Industries Ltd. operates in the Apparel - Manufacturers industry within the Consumer Cyclical sector. It is headquartered in Caesarea, IL. The company is led by CEO Isaac Dabah. DELTF has traded publicly since 2013.
F-Score 7/9Financial Health
Delta Galil Industries Ltd.'s Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 2.63 places it in the grey zone, a middle ground that warrants monitoring.
FY2026 estForward Outlook
Wall Street analysts project Delta Galil Industries Ltd. revenue of about $1.36B for fiscal 2026, with EPS near $2.00.
DELTF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the company's future, indicating that key stakeholders believe in its growth potential.
- Social sentiment has shifted positively, with discussions highlighting Delta Galil's innovative product lines and strong brand partnerships.
- Market perception has been buoyed by recent collaborations that enhance their market position and expand their consumer base.
- Analysts have noted improvements in operational efficiency, which could lead to better margins and profitability moving forward.
Bear Case
- Concerns over global supply chain disruptions have emerged, potentially impacting production timelines and costs for Delta Galil.
- Social media sentiment reflects skepticism regarding the sustainability of recent growth trends, with some community members expressing doubts about long-term demand.
- Recent reports indicate increased competition in the apparel sector, which could pressure Delta Galil's market share and pricing power.
- Some investors are wary of macroeconomic factors that could affect consumer spending, raising concerns about Delta Galil's sales performance in a potential downturn.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
DELTF Latest News
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Delta Galil Reports Record First Quarter 2026 Results
businesswire.com · May 11, 2026
DELTF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for DELTF.
Price Targets
Wall Street price target analysis for DELTF.
DELTF MoonshotScore
What does this score mean?
The MoonshotScore rates DELTF's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Isaac Dabah
CEO
Isaac Dabah serves as the CEO of Delta Galil Industries Ltd. His background includes extensive experience in the apparel industry. Details regarding his specific educational background and previous roles are not available in the provided data. As CEO, he is responsible for overseeing the company's strategic direction and day-to-day operations, managing a workforce of over 25,510 employees.
Track Record: Under Isaac Dabah's leadership, Delta Galil has maintained its position as a global apparel manufacturer. Specific milestones and achievements during his tenure are not detailed in the provided data. However, his role involves navigating the company through evolving market trends and competitive pressures while maintaining profitability and growth.
DELTF OTC Market Information
The OTC Other tier, where DELTF trades, represents the lowest tier of the OTC market. Companies in this tier often have limited or no financial reporting and may not meet minimum listing requirements. This tier is distinct from the NYSE or NASDAQ, which have stringent listing standards, including minimum share price, market capitalization, and financial reporting requirements. OTC Other stocks are generally considered more speculative and carry higher risks due to the lack of regulatory oversight and transparency compared to exchange-listed securities.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited Financial Disclosure: Lack of readily available financial information increases investment risk.
- Lower Liquidity: Reduced trading volume can lead to price volatility and difficulty in executing trades.
- Regulatory Scrutiny: OTC stocks are subject to less regulatory oversight than exchange-listed stocks.
- Potential for Fraud: The OTC market has a higher risk of fraudulent activity due to lower listing standards.
- Information Asymmetry: Limited information availability can create an uneven playing field for investors.
- Verify the company's registration and legal status.
- Obtain and review any available financial statements.
- Assess the company's business model and competitive landscape.
- Evaluate the management team's experience and track record.
- Understand the risks associated with investing in OTC stocks.
- Consult with a financial advisor before investing.
- Check for any regulatory actions or legal disputes involving the company.
- Established Business Operations: Delta Galil has been in operation since 1975, suggesting a degree of stability.
- Global Presence: The company operates in multiple geographic markets, indicating a broader customer base.
- Brand Portfolio: Delta Galil owns and licenses a portfolio of well-known brands.
- Employee Count: The company employs over 25,510 people, suggesting a significant scale of operations.
- Market Cap: The company has a market capitalization of $1.43B, suggesting a degree of investor confidence.
What Investors Ask About Delta Galil Industries Ltd. (DELTF) — Consumer Cyclical
What does Delta Galil Industries Ltd. do?
Delta Galil Industries Ltd. is a global apparel manufacturer that designs, develops, produces, markets, and sells a wide range of apparel products. The company operates through five segments, offering intimate apparel for women, undergarments for men, socks, children's wear, denim clothing, and women's outerwear. Its products are sold under owned brands like 7 For All Mankind and licensed brands. Delta Galil distributes its products through its own retail stores, outlets, and online store, serving a diverse customer base worldwide.
What are the main risks for DELTF?
Delta Galil faces several risks, including intense competition in the apparel industry, fluctuations in raw material costs, and potential supply chain disruptions. Changing consumer preferences and fashion trends also pose a risk, requiring continuous innovation and adaptation. Economic downturns in key markets could reduce consumer spending on apparel products. As an OTC stock, DELTF faces additional risks related to limited financial disclosure, lower liquidity, and regulatory scrutiny.
How does Delta Galil Industries Ltd. manage supply chain and input cost risks?
Delta Galil's management of supply chain and input cost risks is crucial given the volatility in the apparel industry. While specific details are not provided, strategies likely involve diversifying suppliers across different geographic regions to mitigate disruptions. Managing input costs likely includes hedging strategies for raw materials, negotiating favorable terms with suppliers, and implementing efficient production processes to minimize waste. The company's integrated supply chain provides some control over these factors, but external economic forces remain a significant influence.
What is Delta Galil Industries Ltd.'s geographic revenue mix?
Information regarding Delta Galil's specific geographic revenue mix is not available in the provided data. However, as a global company, it likely derives revenue from North America, Europe, Asia, and other regions. Understanding the revenue contribution from each region, along with international growth rates and exposure to emerging markets, would provide valuable insights into the company's growth potential and risk profile. Investors should seek further information on the company's geographic revenue mix to assess its global market position.
What are the key factors to evaluate for DELTF?
Delta Galil Industries Ltd. (DELTF) holds an AI score of 53/100 (moderate). P/E: 15.4x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does DELTF data refresh on this page?
DELTF prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven DELTF's recent stock price performance?
Delta Galil Industries Ltd. (DELTF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified product portfolio across multiple apparel categories. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider DELTF overvalued or undervalued right now?
Delta Galil Industries Ltd. (DELTF) trades at 15.4x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- OTC analysis is based on general OTC characteristics due to limited company-specific data.
- Analyst consensus is unavailable; AI analysis is pending.