AEO
American Eagle Outfitters, Inc.27.36
+0.35+1.3%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A details H1 headwinds, H2 leverage
Q&A unpacked H1 pressures with $30M quarterly tariffs and 50% ad spend jump to 5% sales baseline, setting up H2 margin expansion on mid-single comps. AE jeans drew deeper promotions amid fit shifts to lower rises, contrasting Aerie's mid-single AUR gains and promo pullback. Quiet exit sheds $60M revenue but unlocks $20M savings, over half in 2026. Fleet remodels lift comps above chain average. Management dismissed tariff pricing pass-through. Q1 trends hold despite weather. Investors watch AE women's traction, ad ROI.
Key Stats
Market Cap
4.64BP/E (TTM)
24.21Basic EPS (TTM)
1.13Dividend Yield
0.02%Recent Filings
10-K
FY2025 results
American Eagle Outfitters posted FY2025 revenue up 4% to $5.547B, with total comps +3% as Aerie surged 9% on traffic and units while AE held flat; yet gross margin contracted 270bps to 36.5% from promotions and $70M tariffs. Operating income plunged 47% to $226M (4.1% margin) amid $102M restructuring hits for Quiet Platforms closure and stores. Q4 closed strong per seasonality, fueling $456M op cash flow. Returned $344M to shareholders via buybacks and $0.125/share dividends. Plans 5-10 AE, 25-40 Aerie stores in FY2026. Soft consumer spending threatens momentum.
8-K
Record Q4 revenue, strong guidance
American Eagle Outfitters posted record Q4 revenue of $1.8B, up 10% with 8% comps; Aerie surged 23% while AE grew 2%. Adjusted operating profit hit $180M, up 27%, despite $84M charges from exiting Quiet Platform logistics and restructuring. Fiscal 2026 operating income guided at $390-410M. Restructuring masks underlying strength.
8-K
Raises Q4 income outlook
American Eagle Outfitters reported record holiday sales with Q4-to-date comps up high single digits through January 3, 2026—Aerie soaring low twenties, American Eagle low single digits. The company raised Q4 adjusted operating income guidance to $167-$170 million from $155-$160 million, expecting 8-9% comp growth despite $50 million tariff pressure. Momentum persists post-holiday.
10-Q
Q3 FY2025 results
American Eagle Outfitters posted Q3 FY2025 net revenue of $1.36B, up 6% y/y, with operating income steady at $113M (8.3% margin) despite no charges this year versus $18M last. Aerie drove gains, up 13% to $462M, while AE edged 3% higher to $854M; gross margin slipped 40bps to 40.5% from higher markdowns and $20M tariffs. YTD revenue flat at $3.74B but operating income fell 54% to $130M (3.5% margin) on softer AE demand and $17M supply chain impairments. Cash fell to $113M after $202M capex and $233M repurchases, offset by $40M operating cash flow; $210M revolver debt drawn, facility intact to 2027. Share buybacks slashed diluted shares 11%, lifting Q3 EPS 29% to $0.53. Aerie outperforms. Pricing pressures loom from competitors.
8-K
Q3 beats, Q4 raised
IPO
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