American Eagle Outfitters (AEO)
NYSE:AEO
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Earnings Data
Report Date
Sep 09, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.22Last Year’s EPS
0.45Same Quarter Last Year
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a largely positive operating picture driven by exceptional Aerie performance, strong top‑line growth (+10%) and notable margin expansion (+860 bps gross margin improvement). Management acknowledges targeted weaknesses at the American Eagle banner — primarily women’s bottoms and store conversion — and near‑term headwinds from tariffs, elevated inventory costs, and higher advertising spend. However, management has clear remediation plans (assortment fixes, marketing reallocation, distribution improvements) and balance sheet and liquidity capacity to support execution. On balance, the significant growth and profitability gains led by Aerie and the company’s action plans outweigh the addressable AE challenges and tariff uncertainty.Company Guidance
Consolidated Revenue and Comparable Sales Growth
Total revenue of $1.2 billion, up 10% year‑over‑year; consolidated comparable sales +8%.
Aerie Exceptional Growth and Scale
Aerie total sales +34% YoY, comparable sales +25%; Aerie apparel comp +45%; Aerie surpassed $2.0 billion on a trailing 12‑month basis and added ~1 million new customers recently.
Margin and Profitability Improvement
Gross profit dollars $456 million, up 41% YoY; gross margin 38.2%, an increase of ~860 basis points; merchandise margin improved ~710 basis points, and buying/warehousing expense leverage ~150 basis points; Q1 operating income $28 million (ahead of guidance).
Channel and Product Momentum
Offline is emerging as a breakout brand (now #2 legging brand in core demo) and Aerie is driving strength across channels (stores, digital, social) with higher AOV and improved AURs following a shift away from brand‑wide promotions.
Capital Allocation and Liquidity
Returned $74 million to shareholders in Q1 (dividend $21 million; share repurchases $53 million, ~3 million shares repurchased); Q1 CapEx $61 million; ended quarter with $103 million cash and total liquidity of approximately $620 million; full‑year CapEx guide maintained at $250–$260 million.
Operational Investment and Distribution
Opened a West Coast distribution center (Phoenix) in early May (facility brought online in under one year) to optimize distribution and inventory placement.
AEO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AEO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 28, 2026 | $17.92 | $15.80 | -11.83% |
Mar 04, 2026 | $22.30 | $19.20 | -13.90% |
Dec 02, 2025 | $20.60 | $23.70 | +15.08% |
Mar 12, 2025 | $10.96 | $10.51 | -4.11% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does American Eagle Outfitters (AEO) report earnings?
American Eagle Outfitters (AEO) is schdueled to report earning on Sep 09, 2026, Before Open (Confirmed).
What is American Eagle Outfitters (AEO) earnings time?
American Eagle Outfitters (AEO) earnings time is at Sep 09, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AEO EPS forecast?
AEO EPS forecast for the fiscal quarter 2026 (Q2) is 0.22.
