{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-386510","form_type":"8-K","ticker":"AEO","cik":"0000919012","company_name":"AMERICAN EAGLE OUTFITTERS INC","filed_at":"2026-09-09T20:30:17+00:00","discovered_at":"2026-09-09T20:31:02.864687+00:00","generated_at":"2026-09-09T20:31:17.618507+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"AEO Q2 revenue $1.38B (+8%), EPS $0.79, Aerie comps +19%, FY op income guidance $540-550M","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-386510","json":"https://secwatch.observer/filing/0001193125-26-386510.json","markdown":"https://secwatch.observer/filing/0001193125-26-386510.md","text":"https://secwatch.observer/filing/0001193125-26-386510.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/919012/000119312526386510/0001193125-26-386510-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/919012/000119312526386510/aeo-20260909.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-09-09T20:31:17.618507+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}