---
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"
generated_at: "2026-05-15T21:57:49.553770+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-091582
- JSON: https://secwatch.observer/filing/0001193125-26-091582.json
- Plain text: https://secwatch.observer/filing/0001193125-26-091582.txt

## Key facts
- Earnings Releases
  AMERICAN EAGLE OUTFITTERS INC reported financial results for fourth quarter ended January 31, 2026.
  - Period: fourth quarter ended January 31, 2026
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/919012/000119312526091582/0001193125-26-091582-index.htm

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