American Eagle raises Q4 operating income guidance to $167-170M on record holiday sales

AMERICAN EAGLE OUTFITTERS INC

Record holiday sales; Q4-to-date comps up high single digits through Jan 3, 2026.
Aerie comps grew low twenties; American Eagle comps up low single digits.
Raises Q4 operating income guidance to $167-170M from prior $155-160M.
Consolidated Q4 comps expected up 8-9%; includes ~$50M tariff pressure.
CEO cites strong momentum and customer response to new collections and marketing.

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