secwatch.observer — SEC 8-K summary
======================================

Issuer:     AMERICAN EAGLE OUTFITTERS INC (AEO)
CIK:        0000919012
Form:       8-K
Filed at:   2026-03-04T23:59:59+00:00
Accession:  0001193125-26-091582
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/919012/000119312526091582/0001193125-26-091582-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/919012/000119312526091582/aeo-20260304.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-091582

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer