---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-305370"
form_type: "8-K"
ticker: "AEO"
cik: "0000919012"
company_name: "AMERICAN EAGLE OUTFITTERS INC"
filed_at: "2025-12-02T23:59:59+00:00"
generated_at: "2026-05-16T15:49:13.087369+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# AEO Q3 revenue record $1.36B (+6%), comps +4%; raises Q4 operating income guidance to $155-160M

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-25-305370
- form_type: 8-K
- ticker: AEO
- cik: 0000919012
- company_name: AMERICAN EAGLE OUTFITTERS INC
- filed_at: 2025-12-02T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/919012/000119312525305370/0001193125-25-305370-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/919012/000119312525305370/aeo-20251202.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-305370
- JSON: https://secwatch.observer/filing/0001193125-25-305370.json
- Plain text: https://secwatch.observer/filing/0001193125-25-305370.txt

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