{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-23-065477","form_type":"8-K","ticker":"AEO","cik":"0000919012","company_name":"AMERICAN EAGLE OUTFITTERS INC","filed_at":"2023-11-21T23:59:59+00:00","discovered_at":"2026-05-14T18:03:32.398963+00:00","generated_at":"2026-06-07T23:07:37.754034+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"AEO posts record Q3 revenue $1.3B (+5%), EPS $0.49, raises FY revenue guidance to mid-single-digit growth","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-23-065477","json":"https://secwatch.observer/filing/0000950170-23-065477.json","markdown":"https://secwatch.observer/filing/0000950170-23-065477.md","text":"https://secwatch.observer/filing/0000950170-23-065477.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/919012/000095017023065477/0000950170-23-065477-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/919012/000095017023065477/aeo-20231121.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-07T23:07:37.754034+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"0993702b8e9f1667f0d907e3ce593f1f05a6fcac","claim":"AMERICAN EAGLE OUTFITTERS INC reported the third quarter ended October 28, 2023 results: revenue $1.3 billion, EPS $0.49. Guidance raised.","evidence_excerpt":"Record Third Quarter Revenue and Strong Operating Profit; Updated Annual Outlook Reflects Improved Demand and Profit Improvement Initiatives • Record third quarter revenue of $1.3 billion, up 5% to last year, with growth across brands and channels • Operating profit of $125 million, up to last year; Second highest since 2012 • Aerie posted all-time high third","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/919012/000095017023065477/0000950170-23-065477-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the third quarter ended October 28, 2023"},{"label":"Revenue","value":"$1.3 billion"},{"label":"EPS","value":"$0.49"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"c094f5b89558bf48b5f9c3071bb66562ea1ad8c7","claim":"AMERICAN EAGLE OUTFITTERS INC updated its Fiscal 2023 guidance (raised).","evidence_excerpt":"For Fiscal 2023, management expects revenue to be up mid-single digits to last year, compared to prior guidance for revenue up low single digits. Operating income is expected to be in the range of $340 to $350 million, at the high end of prior guidance of $325 to $350 million.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/919012/000095017023065477/0000950170-23-065477-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Fiscal 2023"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}