Want to see AEO full AI Analyst Report?
Operating Margin by Segment
Shows the efficiency of each segment in turning revenue into profit, indicating competitive strengths and potential areas for cost improvement.Aerie is the clear margin engine, delivering consistently higher and more resilient operating margins and largely underwriting the company’s margin expansion, while the American Eagle banner shows recurrent softness and sharp downside at seasonal inflection points driven by markdowns, tariff cost pickup and increased marketing. Management’s assortment, store-remodel and distribution fixes — plus a potential ~$140M tariff refund (excluded from guidance) — are the biggest near-term levers; watch AE margin recovery and refund realization for upside to company guidance.
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 |