{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-091582","form_type":"8-K","ticker":"AEO","cik":"0000919012","company_name":"AMERICAN EAGLE OUTFITTERS INC","filed_at":"2026-03-04T23:59:59+00:00","discovered_at":"2026-05-14T18:02:38.031113+00:00","generated_at":"2026-05-15T21:57:49.553770+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"AEO Q4 revenue record $1.8B up 10%; adjusted EPS $0.84 vs $0.54; FY26 op income outlook $390-410M","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-091582","json":"https://secwatch.observer/filing/0001193125-26-091582.json","markdown":"https://secwatch.observer/filing/0001193125-26-091582.md","text":"https://secwatch.observer/filing/0001193125-26-091582.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/919012/000119312526091582/0001193125-26-091582-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/919012/000119312526091582/aeo-20260304.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T21:57:49.553770+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"66c9891e32733111974f48b4fa77f29f10daa0f9","claim":"AMERICAN EAGLE OUTFITTERS INC reported financial results for fourth quarter ended January 31, 2026.","evidence_excerpt":"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.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/919012/000119312526091582/0001193125-26-091582-index.htm","confidence":0.92,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter ended January 31, 2026"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}