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Operating Margin by Segment
Shows the efficiency of each segment in turning revenue into profit, indicating competitive strengths and potential areas for cost improvement.American Eagle's operating margin saw a sharp decline in Q2 2025, but Aerie's resilience is notable, with a strong rebound by Q4 2025. The earnings call highlights Aerie's robust demand and successful marketing, contributing to its margin recovery. Despite tariff impacts and increased SG&A expenses, the company reported record revenue and raised Q4 guidance, reflecting confidence in overcoming operational challenges. This suggests strategic focus on Aerie's growth and effective cost management, positioning the company for continued strength despite external pressures.
Date | American Eagle | Aerie |
|---|---|---|
May 02, 2026 | 7.00 | 20.02 |
Jan 31, 2026 | 14.62 | 23.56 |
Nov 01, 2025 | 13.88 | 23.62 |
Aug 02, 2025 | 17.26 | 17.39 |
May 03, 2025 | 7.13 | 0.29 |
Feb 01, 2025 | 17.53 | 17.76 |
Nov 02, 2024 | 17.70 | 21.70 |
Aug 03, 2024 | 17.50 | 16.80 |
May 04, 2024 | 19.10 | 16.50 |
Feb 03, 2024 | 17.00 | 16.00 |