earnings
confidence high
sentiment positive
materiality 0.85
AEO Q3 revenue record $1.36B (+6%), comps +4%; raises Q4 operating income guidance to $155-160M
AMERICAN EAGLE OUTFITTERS INC
2025-Q3 EPS reported
$0.59
revenue$3,735,976,000
- Diluted EPS of $0.53 (+29% YoY); adjusted diluted EPS +10%.
- Aerie comparable sales +11%; American Eagle comps +1%.
- Gross margin 40.5%, down 40 bps YoY; net tariff impact of $20M (150 bps).
- Q4 operating income guidance raised to $155-160M on comp growth of 8%-9%.
- Year-to-date share repurchases $231M; quarterly dividend $0.125/share.