---
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"
generated_at: "2026-06-05T02:16:09.323973+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# AEO Q4 revenue record $1.7B +12%; unveils 3-yr plan for ~10% op margin by FY26

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000950170-24-027615
- JSON: https://secwatch.observer/filing/0000950170-24-027615.json
- Plain text: https://secwatch.observer/filing/0000950170-24-027615.txt

## Key facts
- Earnings Releases
  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.
  - Period: the fourth quarter ended February 3, 2024
  - Revenue: $1.7 billion
  - EPS: GAAP diluted earnings per share of $0.03
  - Guidance: initiated
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/919012/000095017024027615/0000950170-24-027615-index.htm
- Earnings Releases
  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.
  - Period: the full year fiscal 2023 ended February 3, 2024
  - Revenue: $5.3 billion
  - EPS: GAAP diluted earnings per share of $0.86
  - Guidance: initiated
  - Result: reported results
  source text: • 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_url: https://www.sec.gov/Archives/edgar/data/919012/000095017024027615/0000950170-24-027615-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.