Earnings summaries and quarterly performance for AMERICAN EAGLE OUTFITTERS.
Executive leadership at AMERICAN EAGLE OUTFITTERS.
Board of directors at AMERICAN EAGLE OUTFITTERS.
Research analysts who have asked questions during AMERICAN EAGLE OUTFITTERS earnings calls.
JS
Jay Sole
UBS
6 questions for AEO
Also covers: , AS, BBWI +27 more
Alex Straton
Morgan Stanley
5 questions for AEO
Also covers: ANF, AS, BBWI +17 more
Janet Kloppenburg
JJK Research
5 questions for AEO
Also covers: ANF, M, RVLV +2 more
JK
Jonna Kim
TD Cowen
5 questions for AEO
Also covers: AKA, BBWI, BTMD +5 more
MB
Matthew Boss
JPMorgan Chase & Co.
5 questions for AEO
Also covers: , ANF, AS +38 more
Christopher Nardone
Bank of America
4 questions for AEO
Also covers: BOOT, CRI, CROX +5 more
Dana Telsey
Telsey Advisory Group
4 questions for AEO
Also covers: , AKA, ANF +44 more
MS
Marni Shapiro
The Retail Tracker
4 questions for AEO
Also covers: ANF, BBWI, CURV +10 more
Corey Tarlowe
Jefferies
3 questions for AEO
Also covers: ANF, BOOT, CASY +14 more
PL
Paul Lejuez
Citigroup
3 questions for AEO
Also covers: , ACI, ANF +36 more
Rick Patel
Raymond James Financial
3 questions for AEO
Also covers: ANF, CPRI, CROX +8 more
AY
Adrienne Yih-Tennant
Barclays
2 questions for AEO
Also covers: ANF, BBWI, BURL +20 more
K
Kelly
Citi
2 questions for AEO
Simeon Siegel
BMO Capital Markets
2 questions for AEO
Also covers: BBWI, BIRK, COOK +16 more
Amanda Douglas
JPMorgan Chase & Co.
1 question for AEO
Also covers: BC, BOOT
AK
Angus Kelleher-Ferguson
Barclays
1 question for AEO
Also covers: CRCT, FIGS, ROST
CN
Chris Nardone
Bank of America Corporation
1 question for AEO
Also covers: BOOT
Dan Stroller
BMO Capital Markets
1 question for AEO
Also covers: COOK
Janine Stichter
BTIG
1 question for AEO
Also covers: ANF, BIRK, BOOT +13 more
KD
Katie Delahunt
Morgan Stanley
1 question for AEO
RP
Rakesh Patel
Raymond James
1 question for AEO
Also covers: ANF, BYON, CROX +8 more
Recent press releases and 8-K filings for AEO.
American Eagle Outfitters Announces Record Holiday Sales and Updated Q4 2025 Outlook
AEO
Guidance Update
Revenue Acceleration/Inflection
- American Eagle Outfitters, Inc. (AEO) announced on January 12, 2026, that its fourth quarter-to-date comparable sales through January 3, 2026, were up in the high single digits.
- The company raised its fourth quarter 2025 operating income outlook to a range of $167 to $170 million, an increase from the previous guidance of $155 to $160 million.
- This revised outlook anticipates consolidated comparable sales up in the range of 8% to 9% and includes approximately $50 million of pressure from tariffs.
- Sales trends were positive across brands, with Aerie comparable sales in the low twenties and American Eagle comparable sales in the low single digits.
Jan 12, 2026, 10:00 PM
American Eagle Outfitters Raises Q4 Operating Income Outlook
AEO
Earnings
Guidance Update
Revenue Acceleration/Inflection
- American Eagle Outfitters (AEO) reported record holiday sales and raised its fourth-quarter operating income outlook for fiscal 2025.
- The company now anticipates fourth-quarter operating income to be in the range of $167 to $170 million, an increase from its previous guidance of $155 to $160 million.
- This updated outlook is driven by fourth quarter-to-date comparable sales being up in the high single digits through January 3, 2026, with consolidated comparable sales expected to be up 8% to 9% for the full quarter.
- Sales trends were positive across brands and channels, with Aerie comparable sales growth in the low twenties and American Eagle comparable sales growth in the low single digits.
Jan 12, 2026, 1:00 PM
American Eagle Outfitters Reports Strong Q3, Raises Guidance
AEO
Earnings
Guidance Update
Revenue Acceleration/Inflection
- American Eagle Outfitters (AEO) reported record third-quarter revenue of $1.36 billion, a 6% total revenue increase, with net income rising 6.7% to $91.34 million and earnings per share of $0.53.
- The company raised its fourth-quarter operating income guidance to $155 million to $160 million and its full-year adjusted operating income guidance to $303 million to $308 million, driven by an expected 8% to 9% increase in Q4 comparable sales.
- While gross profit increased 5% to $552 million, the gross margin declined by 40 basis points to 40.5% due to tariffs and higher markdowns.
- The Aerie brand achieved an 11% increase in comparable sales, significantly outperforming the American Eagle brand's 1% comparable sales rise.
Dec 2, 2025, 10:50 PM
American Eagle Outfitters Reports Strong Q3 2025 Results and Raises Q4 Outlook
AEO
Earnings
Guidance Update
Revenue Acceleration/Inflection
- American Eagle Outfitters Inc. reported record total revenue of $1.36 billion for the third quarter ended November 1, 2025, an increase of 6% year-over-year, with total comparable sales up 4%.
- Diluted earnings per share for Q3 2025 increased 29% to $0.53, exceeding expectations.
- The company raised its fourth quarter 2025 operating income guidance to $155 to $160 million and comparable sales guidance to 8% to 9%, reflecting continued strong momentum.
- Aerie's comparable sales grew 11%, while American Eagle's comparable sales increased 1% in Q3 2025.
Dec 2, 2025, 9:42 PM
American Eagle Outfitters Reports Record Q3 2026 Revenue and Raises Q4 Outlook
AEO
Earnings
Guidance Update
New Projects/Investments
- American Eagle Outfitters (AEO) reported record revenue of $1.4 billion in Q3 2026, a 6% increase year-over-year, with diluted EPS of $0.53, up 10% compared to adjusted EPS last year.
- Comparable sales grew 4% in Q3 2026, a significant acceleration from the prior quarter, driven by Aerie's 11% comp growth and American Eagle's 1% comp growth.
- The company raised its Q4 outlook, now expecting comparable sales to increase by 8%-9%, with Aerie projected for high teens growth and American Eagle for low to mid-single digit growth.
- Operating income reached $113 million, exceeding guidance, despite a 40 basis point decline in gross margin to 40.5%, impacted by $20 million in net tariff pressure.
- AEO continues to invest in growth, with CapEx expected to be $275 million for the year, and has returned capital to shareholders through $231 million in share repurchases and $64 million in dividends year-to-date.
Dec 2, 2025, 9:30 PM
American Eagle Outfitters Reports Record Q3 2026 Revenue and Raises Q4 Outlook
AEO
Earnings
Guidance Update
Revenue Acceleration/Inflection
- American Eagle Outfitters (AEO) reported record third-quarter 2026 revenue of $1.4 billion, a 6% increase year-over-year, with operating income of $113 million which exceeded guidance.
- Comparable sales grew 4% overall, driven by Aerie's 11% comp growth and American Eagle's 1% comp growth.
- The company raised its fourth-quarter 2026 operating income guidance to $155-$160 million, anticipating 8%-9% comparable sales growth and similar total revenue growth.
- Strategic investments in advertising and successful marketing campaigns contributed to stronger demand and customer acquisition, particularly in digital channels.
- The third quarter included a $20 million net impact from tariffs, with an expected $50 million incremental tariff cost for Q4 2026.
Dec 2, 2025, 9:30 PM
AEO Reports Record Q3 2026 Revenue and Strong Outlook
AEO
Earnings
Guidance Update
Share Buyback
- AEO reported record third quarter revenue of $1.36 billion and adjusted operating income of $113 million for the period ended November 1, 2025.
- Diluted earnings per share (EPS) for the quarter was $0.53 on a GAAP basis , representing a 10% increase on an adjusted basis.
- Aerie achieved a double-digit comparable sales increase of +11%, while American Eagle grew 1%, contributing to a total company comparable sales growth of 4%.
- The company issued a Q4 2025 outlook projecting comparable sales to be up 8% to 9% and adjusted operating income between $155 million and $160 million.
- Shareholder returns included $21 million in share repurchases during the quarter, bringing the first half total to $231 million, and year-to-date cash dividends of $64 million.
Dec 2, 2025, 9:30 PM
American Eagle Outfitters Reports Strong Q3 2026 Results and Raises Q4 Outlook
AEO
Earnings
Guidance Update
Revenue Acceleration/Inflection
- American Eagle Outfitters reported record Q3 2026 revenue of $1.36 billion, a 6% increase year-over-year, driven by a 4% comparable sales growth. Aerie was a standout with 11% comparable sales growth, while American Eagle grew 1%.
- Operating income for Q3 2026 reached $113 million, surpassing the company's guidance of $95-$100 million, and diluted EPS increased 10% to $0.53. Gross margin was 40.5%, impacted by $20 million in net tariff pressure.
- The company raised its Q4 2026 operating income guidance to $155-$160 million, anticipating 8%-9% comparable sales growth and similar total revenue growth, despite an expected $50 million in incremental tariff costs.
- Year-to-date capital expenditures totaled $202 million, with full-year CapEx expected to be approximately $275 million. The company plans to open 22 Aerie and 26 Offline stores in 2025, and close approximately 35 American Eagle brand stores by year-end.
Dec 2, 2025, 9:30 PM
American Eagle Outfitters Downgraded by Bank of America
AEO
Demand Weakening
Profit Warning
Dividends
- Bank of America downgraded American Eagle Outfitters (AEO) to 'underperform' and cut its price target to $10, citing increased tariff pressures and weak sales momentum, particularly for its Aerie brand.
- Tariffs are expected to reduce fiscal 2025 gross profit by approximately $40 million, and Bank of America has lowered its fiscal 2025 and 2026 EPS estimates, indicating a risk of dividend cuts due to a high payout ratio.
- The stock has declined 25-27% year to date amid heightened competition, with significant bearish sentiment reflected in elevated put volumes and a 57.9% rise in short interest over two weeks.
- American Eagle is expected to report fiscal Q2 results on September 3, with estimated quarterly net revenue of $1.23 billion and EPS of $0.20.
Aug 25, 2025, 11:33 AM
Quarterly earnings call transcripts for AMERICAN EAGLE OUTFITTERS.
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