earnings
confidence high
sentiment positive
materiality 0.80
American Eagle Q1 revenue record $1.2B, up 10%; Aerie comps +25%; guides FY op. income $390-410M
AMERICAN EAGLE OUTFITTERS INC
- Record Q1 revenue $1.2B (+10% YoY); total comparable sales +8%.
- Aerie comps +25%, record Q1, surpasses $2B trailing 12-month revenue; American Eagle comps -2%.
- Gross margin 38.2% (+860 bps); operating profit $28M vs loss $85M last year.
- GAAP EPS $0.14 vs loss $0.36; adjusted EPS $0.14 vs loss $0.29.
- Reiterates FY2026 op. income guidance $390-410M; Q2 guidance $45-50M op. income.