AEO Q4 revenue record $1.8B up 10%; adjusted EPS $0.84 vs $0.54; FY26 op income outlook $390-410M

AMERICAN EAGLE OUTFITTERS INC

2025-FY EPS reported $1.09 revenue$5,547,236,000

Total revenue $1.8B (+10% YoY); comp sales +8% with Aerie +23% and American Eagle +2%.
Adjusted operating profit $180M (+27% YoY); margin 10.2% expanded 130 bps.
GAAP EPS $0.50, adjusted EPS $0.84 vs $0.54 last year; net tariff impact $50M (280 bps) in Q4.
FY2026 outlook: operating income $390-410M; comp sales +mid-single digit; gross margin up YoY.
Returned $341M to shareholders in FY2025: $256M buybacks and $85M dividends; Q1 comps expected +high-single digit.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.92

AMERICAN EAGLE OUTFITTERS INC reported financial results for fourth quarter ended January 31, 2026.

Period: fourth quarter ended January 31, 2026
Result: reported results

Exact text from the filing

On March 4, 2026, American Eagle Outfitters, Inc. (the “Company”) issued a press release announcing, among other things, the Company’s financial results for the fourth quarter ended January 31, 2026.

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AMERICAN EAGLE OUTFITTERS INC filing history →

Source: SEC EDGAR

accession 0001193125-26-091582

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