{"filings":[{"id":974838,"accession_number":"0001193125-26-266019","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2026-06-10T21:00:29+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"American Eagle extends $700M ABL credit facility maturity to 2031, adjusts margins","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Maturity extended from June 24, 2027 to June 4, 2031, via Amendment No. 2 to the ABL Credit Agreement.","Removed SOFR Adjustment and Term CORRA Adjustment; new SOFR margin ranges 1.250%-1.500%, base rate margin 0.250%-0.500%.","Interest rate margins depend on average borrowing availability under the $700M facility.","Amendment dated June 4, 2026; PNC Bank remains administrative agent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":722557,"accession_number":"0001193125-26-245310","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2026-05-28T20:25:16+00:00","items":["2.02","9.01"],"status":"ready","headline":"American Eagle Q1 revenue record $1.2B, up 10%; Aerie comps +25%; guides FY op. income $390-410M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q1 revenue $1.2B (+10% YoY); total comparable sales +8%.","Aerie comps +25%, record Q1, surpasses $2B trailing 12-month revenue; American Eagle comps -2%.","Gross margin 38.2% (+860 bps); operating profit $28M vs loss $85M last year.","GAAP EPS $0.14 vs loss $0.36; adjusted EPS $0.14 vs loss $0.29.","Reiterates FY2026 op. income guidance $390-410M; Q2 guidance $45-50M op. income."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115954,"accession_number":"0001193125-26-091582","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2026-03-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AEO Q4 revenue record $1.8B up 10%; adjusted EPS $0.84 vs $0.54; FY26 op income outlook $390-410M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $1.8B (+10% YoY); comp sales +8% with Aerie +23% and American Eagle +2%.","Adjusted operating profit $180M (+27% YoY); margin 10.2% expanded 130 bps.","GAAP EPS $0.50, adjusted EPS $0.84 vs $0.54 last year; net tariff impact $50M (280 bps) in Q4.","FY2026 outlook: operating income $390-410M; comp sales +mid-single digit; gross margin up YoY.","Returned $341M to shareholders in FY2025: $256M buybacks and $85M dividends; Q1 comps expected +high-single digit."],"consensus_eps_estimate":null,"consensus_eps_actual":1.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":5547236000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115953,"accession_number":"0001193125-26-010573","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2026-01-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"American Eagle raises Q4 operating income guidance to $167-170M on record holiday sales","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record holiday sales; Q4-to-date comps up high single digits through Jan 3, 2026.","Aerie comps grew low twenties; American Eagle comps up low single digits.","Raises Q4 operating income guidance to $167-170M from prior $155-160M.","Consolidated Q4 comps expected up 8-9%; includes ~$50M tariff pressure.","CEO cites strong momentum and customer response to new collections and marketing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132365,"accession_number":"0001193125-25-305370","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2025-12-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AEO Q3 revenue record $1.36B (+6%), comps +4%; raises Q4 operating income guidance to $155-160M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS of $0.53 (+29% YoY); adjusted diluted EPS +10%.","Aerie comparable sales +11%; American Eagle comps +1%.","Gross margin 40.5%, down 40 bps YoY; net tariff impact of $20M (150 bps).","Q4 operating income guidance raised to $155-160M on comp growth of 8%-9%.","Year-to-date share repurchases $231M; quarterly dividend $0.125/share."],"consensus_eps_estimate":null,"consensus_eps_actual":0.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":3735976000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148941,"accession_number":"0000950170-25-112837","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2025-09-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AEO Q2 operating income $103M (+2%), EPS $0.45, Aerie comps +3%; guides FY op income $255-265M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $1.28B (-1% YoY); total comparable sales -1%; Aerie +3%, American Eagle -3%.","Operating margin 8.0% (+20bps); gross margin 38.9% (+30bps) with merchandise margin up 50bps.","FY 2025 operating income guided $255-265M; Q3 $95-100M, Q4 $125-130M.","YTD share repurchases $231M, reducing shares by ~10% (20M shares); quarterly dividend $0.125/share.","Inventory +8% to $718M driven by tariffs; capex YTD $133M, full year ~$275M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":2373275000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148940,"accession_number":"0001193125-25-154105","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2025-07-01T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"American Eagle shareholders elect two Class III directors, ratify auditor, approve exec pay","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Deborah A. Henretta elected with 133.3M votes for; Cary D. McMillan with 123.8M for.","Ernst & Young ratified as independent auditor for FY 2026; 156.7M votes for, 3.5M against.","Advisory vote on 2024 named executive officer compensation approved with 143.3M for.","Annual meeting held June 25, 2025; 160.3M shares represented out of 173.3M outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167871,"accession_number":"0000950170-25-079005","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2025-05-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AEO Q1 operating loss of $85M; gross margin collapses to 29.6%; Q2 guidance weak","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $1.1B (-5% YoY); total comparable sales -3% (Aerie -4%, AE -2%).","GAAP operating loss $(85)M; adjusted operating loss $(68)M; diluted EPS $(0.36), adjusted $(0.29).","Gross margin 29.6% vs 40.6% a year ago; merchandise margins down 960 bps due to writedowns and markdowns.","Q2 FY2025 outlook: revenue -5%, operating income $40-45M; full-year fiscal 2025 guidance withdrawn.","Closed $31M in open-market buybacks; on track to complete $200M ASR in Q2; dividend $0.125/share."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":1089599000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167870,"accession_number":"0000950170-25-070410","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2025-05-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AEO reports preliminary Q1 revenue ~$1.1B (-5% YoY), GAAP operating loss ~$85M; withdraws FY2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Comparable sales down ~3%: American Eagle -2%, Aerie -4%.","Adjusted operating loss ~$68M includes ~$75M inventory write-down.","GAAP operating loss also reflects ~$17M asset impairment/restructuring charge.","Company withdrawing FY2025 guidance due to macro uncertainty and Q1 results.","Final Q1 results expected on May 29, 2025 after market close."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":1089599000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167869,"accession_number":"0000950170-25-050567","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2025-04-03T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Stephanie Pugliese resigns from American Eagle Outfitters board effective April 1, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Stephanie Pugliese resigned from the Board on April 1, 2025.","Resignation due to her upcoming appointment as President and CEO of another public company.","No replacement was announced; the board now has one vacancy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185113,"accession_number":"0001193125-25-055246","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2025-03-17T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"AEO enters $200M accelerated share repurchase with Bank of America, ~9.5% of shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["ASR agreement to repurchase $200M of common stock; initial delivery of ~14.5M shares (~80% of expected total).","Final settlement expected by end of Q2 2025; exact shares based on VWAP during repurchase period.","Represents ~18.1M shares or 9.5% of fully diluted outstanding at March 14 closing price.","Funded via cash on hand and $700M ABL facility; reflects confidence in long-term strategic growth plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185112,"accession_number":"0000950170-25-038028","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2025-03-12T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"AEO Q4 comps +3%, FY24 adjusted op income +19%; guides FY25 revenue down low-single digits","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $1.6B (-4% YoY due to one less week); comparable sales +3% (Aerie +6%, American Eagle +1%).","FY24 revenue $5.3B (+1%); GAAP operating income $427M; adjusted operating income $445M (+19% YoY).","Board authorized additional 50M shares for repurchase (total 68.5M remaining); FY24 repurchases: 9.5M shares for $191M.","FY25 outlook: revenue down low-single digits; operating income $360-375M; gross margin down YoY.","Q1 slower start: revenue mid-single digit decline; operating income $20-25M; proactive steps to reduce expenses."],"consensus_eps_estimate":null,"consensus_eps_actual":1.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":5328652000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.72,"calibrated_materiality_score":0.72,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185111,"accession_number":"0000950170-25-004888","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2025-01-13T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"American Eagle raises Q4 operating profit outlook to ~$135M on holiday sales growth","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4-to-date comparable sales up low single digits, ahead of prior guidance of +1%.","Operating profit now expected ~$135M, up from prior guidance of $125-130M.","Record December sales driven by new product and customer experiences.","Year-to-date share repurchases: 7.5M shares for $158M; $231M returned to shareholders via dividends and buybacks.","Total Q4 revenue expected down ~5% due to retail calendar impact, with comparable sales up ~2%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201723,"accession_number":"0000950170-24-133307","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2024-12-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"American Eagle Q3 comps +3%, adjusted EPS $0.48; FY adjusted OI guided $428-433M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total comparable sales +3%; Aerie +5%, American Eagle +3%.","Total revenue $1.3B (-1% YoY); adjusted operating income $124M, margin 9.6%.","Adjusted diluted EPS $0.48; GAAP EPS $0.41; average shares 196M.","FY24 adjusted OI expected $428-433M, mid-teen growth from $375M in 2023.","Q4 revenue expected down 4% with calendar shift; OI guided $125-130M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":3724019000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217707,"accession_number":"0000950170-24-101592","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2024-08-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"American Eagle Q2 revenue record $1.3B (+8% YoY), op profit up 55%, raises FY guidance to high end","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $1.3B (+8% YoY); Aerie revenue $416M (+9%, comps +4%), American Eagle $828M (+8%, comps +5%).","Operating income $101M (+55%); gross margin 38.6% (+90 bps); operating margin 7.8% (+240 bps).","Diluted EPS $0.39; Q2 buybacks $96M (4.5M shares) + $24M dividends; remaining authorization 24M shares.","Q3 op income guidance $120-125M; FY op income outlook raised to $455-465M (high end); FY comps +4%, revenue +2-3%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":2434925000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217706,"accession_number":"0001193125-24-195980","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2024-08-07T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"AEO appoints Stephanie Pugliese to Board; former Under Armour Americas President","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded from seven to eight members; Pugliese appointed as independent Class III director effective Aug 1, 2024.","Pugliese served as President of the Americas at Under Armour (2019-2023) and CEO of Duluth Holdings (2015-2019).","She will serve on Audit, Compensation, and Nominating Committees.","Received pro rata equity grant of $33,333 in fully vested shares and $20,833 cash retainer.","Seven of eight board members are now independent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217705,"accession_number":"0001193125-24-174404","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2024-07-02T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"AEO annual meeting re-elects three Class II directors, ratifies auditor, approves say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Janice E. Page, David M. Sable, and Noel J. Spiegel elected as Class II directors (86-94% of votes cast for).","Ernst & Young LLP ratified as independent auditor for fiscal 2025 with ~97% of votes for.","Advisory vote on named executive officer compensation approved with ~95% of votes cast in favor.","All proposals passed; no material changes to board composition or governance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237612,"accession_number":"0000950170-24-065962","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2024-05-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AEO Q1 FY2024: record revenue $1.1B, operating profit $78M beats guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q1 revenue $1.1B (+6% YoY); Aerie revenue $373M (+4%) with comps up 6%; American Eagle revenue $725M (+8%) with comps up 7%.","Operating income $78M vs $23M GAAP prior year (up 240% YoY); operating margin 6.8% expanded 270 bps.","Diluted EPS $0.34; gross margin 40.6% expanded 240 bps driven by inventory management and lower costs.","FY2024 operating income guidance reaffirmed $445-465M; Q2 operating income expected $95-100M.","Repurchased 1.5M shares for ~$35M; paid quarterly dividend $0.125/share; ending inventory $681M up 9%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":1143867000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255144,"accession_number":"0000950170-24-027615","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2024-03-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"AEO Q4 revenue record $1.7B +12%; unveils 3-yr plan for ~10% op margin by FY26","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 adj op income $141M (8.4% margin, +200bps YoY); adj EPS $0.61 vs $0.03 GAAP on $131M charge.","Aerie revenue $538M (+16%, comp +13%); American Eagle revenue $1.1B (+11%, comp +6%).","FY2024 op income guidance $445-465M (rev +2-4%); Q1 guide $65-70M (rev up mid-single digits).","Powering Profitable Growth targets $5.7-6.0B revenue, ~10% op margin by FY26 (mid-to-high teens op income CAGR).","Restructuring of Quiet Platforms & intl ops yields ~$20M annualized savings starting 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":0.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":5261770000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255143,"accession_number":"0000950170-24-009851","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2024-02-01T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AEO authorizes 30M share repurchase program through 2029, replacing expiring program","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved repurchase of up to 30M shares of common stock through February 3, 2029.","New authorization replaces existing program expiring February 3, 2024.","Company repurchased approximately 1M shares in fiscal 2023.","Follows 25% increase in quarterly cash dividend announced in December 2023.","CEO cites improved financial performance and healthy balance sheet as rationale."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255142,"accession_number":"0000950170-24-003518","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2024-01-10T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AEO raises Q4 operating profit guidance to ~$130M on record holiday sales; revenue up ~8% QTD","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4-to-date revenue through Dec 30, 2023 up ~8%; American Eagle up high single digits, Aerie up low teens.","Q4 operating profit guidance raised to ~$130M from previous $105-115M.","Revenue outlook raised to low double digits, including 4-point benefit from 53rd week.","CEO cites record holiday sales, strong merchandise margins, momentum continuing into January."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272601,"accession_number":"0000950170-23-065477","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2023-11-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AEO posts record Q3 revenue $1.3B (+5%), EPS $0.49, raises FY revenue guidance to mid-single-digit growth","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $1.3B record, +5% YoY; operating profit $125M (9.6% margin); diluted EPS $0.49, +17%.","Aerie revenue $393M (+12%) with comps +12%; American Eagle revenue $857M (+2%) with comps +2%.","Gross margin 41.8%, up 310 bps driven by lower product/freight costs and fewer markdowns.","FY2023 outlook: revenue now expected up mid-single digits (vs prior low single digits); operating income $340–350M.","Q4 outlook: revenue up high-single digits (incl. 4pt from 53rd week); operating income $105–115M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":3582859000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289444,"accession_number":"0000950170-23-046751","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2023-09-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AEO Q2 revenue $1.2B, EPS $0.25; raises FY outlook to $325-350M operating income","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.2B slightly up YoY; operating profit $65M (5.4% margin) vs prior year improvement.","Aerie revenue $380M (+2%, all-time high); American Eagle revenue $767M (-1%).","Gross margin expanded to 37.7% from 30.9% driven by lower markdowns and costs.","FY operating income guidance raised to $325-350M from $250-270M; revenue expected up low single digits.","Inventory down 7% to $637M; profit improvement initiatives contributing $25M in benefits."],"consensus_eps_estimate":null,"consensus_eps_actual":0.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":2281805000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289443,"accession_number":"0001193125-23-202971","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2023-08-03T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"AEO expects Q2 revenue flat YoY, operating income above prior guidance; COO departing in 2024","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue expected approximately flat YoY, vs prior guidance of down low-single digits.","Operating income expected to exceed prior guidance of $25-$35 million.","Demand strengthened in late June and continued into July with Fall collections.","COO Michael Rempell to leave in early 2024 after 23 years; successor search begun."],"consensus_eps_estimate":null,"consensus_eps_actual":0.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":2281805000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310261,"accession_number":"0000950170-23-027272","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2023-06-09T23:59:59+00:00","items":["5.02","5.07"],"status":"ready","headline":"American Eagle stockholders approve new equity plan, elect two Class I directors","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["2023 Stock Award and Incentive Plan approved; adds 10,617,000 shares to reserve as successor to 2020 Plan.","Sujatha Chandrasekaran and Jay L. Schottenstein elected Class I directors (138.7M and 149.0M votes for).","Ernst & Young ratified as auditor for FY ending Feb 3, 2024 (170.8M votes for).","Advisory vote on executive compensation approved; stockholders recommend say-on-pay every year."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310260,"accession_number":"0000950170-23-023964","cik":919012,"company_name":"AMERICAN EAGLE OUTFITTERS INC","ticker":"AEO","form_type":"8-K","filed_at":"2023-05-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AEO Q1 revenue record $1.1B (+2% YoY); adj. EPS $0.17, guides Q2 op. income $25-35M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP operating income $23M; adjusted operating income $44M excluding $21M in impairment and restructuring charges.","Aerie revenue $359M (+12% YoY) with 2% comp growth; American Eagle revenue $671M (-2%) with -4% comp.","Gross margin 38.2% vs 36.8% YoY; merchandise margin expanded on lower transportation costs partially offset by higher markdowns.","FY2023 revenue guidance: flat to down low-single digits; operating income $250-270M.","Inventory down 8% to $625M; remaining $9M of 2025 convertible notes redeemed in Q1."],"consensus_eps_estimate":null,"consensus_eps_actual":0.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":1080926000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2941733122.064215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}