{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-24-027615","form_type":"8-K","ticker":"AEO","cik":"0000919012","company_name":"AMERICAN EAGLE OUTFITTERS INC","filed_at":"2024-03-07T23:59:59+00:00","discovered_at":"2026-05-14T18:03:27.287048+00:00","generated_at":"2026-06-05T02:16:09.323973+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"AEO Q4 revenue record $1.7B +12%; unveils 3-yr plan for ~10% op margin by FY26","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-24-027615","json":"https://secwatch.observer/filing/0000950170-24-027615.json","markdown":"https://secwatch.observer/filing/0000950170-24-027615.md","text":"https://secwatch.observer/filing/0000950170-24-027615.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/919012/000095017024027615/0000950170-24-027615-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/919012/000095017024027615/aeo-20240307.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-05T02:16:09.323973+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":"1d73ec6a550562102a2b9f7744d84938737423ae","claim":"AMERICAN EAGLE OUTFITTERS INC reported the fourth quarter ended February 3, 2024 results: revenue $1.7 billion, EPS GAAP diluted earnings per share of $0.03. Guidance initiated.","evidence_excerpt":"X-99.1 Exhibit 99.1 AEO Reports Record Fourth Quarter Revenue, Reflecting Momentum Across Brands and Continued Progress On Profit Improvement Initiatives • Record fourth quarter revenue of $1.7 billion rose 12% to last year • Aerie achieved all-time high fourth quarter revenue with comps up 13% • American Eagle comps increased 6% reflecting continued sequential improvement March 7, 2024 PITTSBURGH -- (BUSINESS WIRE) – American Eagle Outfitters, Inc.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/919012/000095017024027615/0000950170-24-027615-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fourth quarter ended February 3, 2024"},{"label":"Revenue","value":"$1.7 billion"},{"label":"EPS","value":"GAAP diluted earnings per share of $0.03"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"eaf59abec629b4a5864f2cddd6542dfc5a945ee8","claim":"AMERICAN EAGLE OUTFITTERS INC reported the full year fiscal 2023 ended February 3, 2024 results: revenue $5.3 billion, EPS GAAP diluted earnings per share of $0.86. Guidance initiated.","evidence_excerpt":"• Total net revenue of $5.3 billion rose 5%. The 53rd week contributed $57 million or approximately one point to revenue growth in the year.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/919012/000095017024027615/0000950170-24-027615-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the full year fiscal 2023 ended February 3, 2024"},{"label":"Revenue","value":"$5.3 billion"},{"label":"EPS","value":"GAAP diluted earnings per share of $0.86"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}