{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-25-112837","form_type":"8-K","ticker":"AEO","cik":"0000919012","company_name":"AMERICAN EAGLE OUTFITTERS INC","filed_at":"2025-09-03T23:59:59+00:00","discovered_at":"2026-05-14T18:02:46.700791+00:00","generated_at":"2026-05-17T08:42:24.658648+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"AEO Q2 operating income $103M (+2%), EPS $0.45, Aerie comps +3%; guides FY op income $255-265M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-25-112837","json":"https://secwatch.observer/filing/0000950170-25-112837.json","markdown":"https://secwatch.observer/filing/0000950170-25-112837.md","text":"https://secwatch.observer/filing/0000950170-25-112837.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/919012/000095017025112837/0000950170-25-112837-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/919012/000095017025112837/aeo-20250903.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T08:42:24.658648+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}