---
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"
generated_at: "2026-05-17T08:42:24.658648+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000950170-25-112837
- JSON: https://secwatch.observer/filing/0000950170-25-112837.json
- Plain text: https://secwatch.observer/filing/0000950170-25-112837.txt

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