AEO Q2 revenue $1.38B (+8%), EPS $0.79, Aerie comps +19%, FY op income guidance $540-550M

AMERICAN EAGLE OUTFITTERS INC

Total net revenue $1.38B, up 8% YoY; total comps +6%; Aerie comps +19%, AE comps -1%.
Gross margin 48.7% (+980 bps) includes $179M net tariff refund benefit; operating margin 15.3% vs 8.0%.
Diluted EPS $0.79 vs $0.45; includes $161M net operating benefit from tariff refunds.
FY2026 operating income guidance updated to $540-550M, inclusive of tariff refunds; Q3 op income $110-115M.
Inventory up 14% at cost; returned $21M via $0.125/share dividend; capex $66M in Q2.

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