Want to see AEO full AI Analyst Report?
Operating Income by Segment
Reveals the profitability of each business segment, highlighting which areas contribute most to the bottom line and where there might be opportunities or challenges.Aerie has emerged as the primary profit engine, driving margin expansion and increasingly offsetting American Eagle’s uneven, store‑driven softness. Large, lumpy Corporate & Other charges are creating quarter-to-quarter volatility and can mask the retail trends beneath. Management’s guidance confirms Aerie-led momentum but warns of tariff headwinds, higher SG&A and elevated inventory costs; realization of the ~$140M tariff refund and successful AE assortment/remodel execution are the key catalysts to sustain consolidated operating income improvement.
Date | Corporate and Other | American Eagle | Aerie |
|---|---|---|---|
May 02, 2026 | -$108.86M | $47.16M | $96.28M |
Jan 31, 2026 | -$299.89M | $148.96M | $161.09M |
Nov 01, 2025 | -$13.38M | $118.49M | $109.11M |
Aug 02, 2025 | -$10.09M | $138.19M | $74.63M |
May 03, 2025 | -$105.41M | $49.47M | $1.05M |
Feb 01, 2025 | -$75.77M | $175.51M | $95.84M |
Nov 02, 2024 | -$113.00M | $147.00M | $89.00M |
Aug 03, 2024 | -$113.00M | $145.00M | $70.00M |
May 04, 2024 | -$122.00M | $139.00M | $61.00M |
Feb 03, 2024 | -$2.09M | $181.56M | $87.09M |