AEO Q2 operating income $103M (+2%), EPS $0.45, Aerie comps +3%; guides FY op income $255-265M

AMERICAN EAGLE OUTFITTERS INC

2025-Q2 EPS reported $0.07 revenue$2,373,275,000

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.

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