AEO
American Eagle Outfitters, Inc.27.36
+0.35+1.3%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
4.64BP/E (TTM)
24.21Basic EPS (TTM)
1.13Dividend Yield
0.02%Recent Filings
10-Q
8-K
10-Q
Q2 FY2026 results
American Eagle Outfitters posted steady Q2 results, with net revenue dipping 1% year-over-year to $1.284B as American Eagle sales fell 3% while Aerie climbed 3%, buoyed by stronger traffic and transactions. Gross margin edged up 0.3 points to 38.9%, thanks to lighter promotions, lifting operating income 2% to $103M or 8.0% of sales; diluted EPS rose to $0.45 from $0.39, aided by a 10% drop in shares from aggressive buybacks. Year-to-date, revenue slid 3% to $2.373B and operating income plunged 90% to $18M, hit by $17.1M in restructuring charges for supply chain tweaks, though Aerie held flat. Cash dipped to $127M amid $133M capex and $203M net debt drawdown, but the $700M revolver offers ample room. Aerie's momentum offsets AE softness. Pricing pressures from rivals loom large.
8-K
AEO Q2 beats expectations
American Eagle Outfitters reported Q2 fiscal 2025 results with net revenue dipping 1% to $1.28 billion, yet operating income climbed 2% to $103 million on a 38.9% gross margin—up 30 basis points—thanks to fewer markdowns and steady expenses. Aerie's comps rose 3%, offsetting a 3% drop at American Eagle, while year-to-date repurchases slashed shares by 10%. Full-year adjusted operating income guidance holds at $255–$265 million. Tariffs inflated inventory costs 8% to $718 million.
8-K
Annual meeting results
American Eagle Outfitters held its 2025 Annual Meeting on June 25, electing Deborah A. Henretta and Cary D. McMillan as Class III directors until 2028, with 133 million and 124 million votes for, respectively. Stockholders ratified Ernst & Young LLP as auditors for fiscal year ending January 31, 2026, by a 156 million to 3 million margin. Say-on-pay for 2024 executive compensation passed with 143 million in favor. Governance continuity holds firm.
IPO
Website
Employees
Sector
Industry
ANF
Abercrombie & Fitch Company
116.35-2.35
ASO
Academy Sports and Outdoors, In
53.67-1.09
BIRD
Allbirds, Inc.
4.24-0.01
BKE
Buckle, Inc. (The)
57.15+0.05
BURL
Burlington Stores, Inc.
260.90-8.53
GAP
Gap, Inc. (The)
27.06+0.24
JILL
J. Jill, Inc.
14.34+0.51
TLYS
Tilly's, Inc.
1.81+0.00
URBN
Urban Outfitters, Inc.
81.73-0.97
ZUMZ
Zumiez Inc.
29.19-0.16