Highest-materiality recent filing
American Eagle extends $700M ABL credit facility maturity to 2031, adjusts margins
Maturity extended from June 24, 2027 to June 4, 2031, via Amendment No. 2 to the ABL Credit Agreement.
American Eagle Q1 revenue record $1.2B, up 10%; Aerie comps +25%; guides FY op. income $390-410M
Record Q1 revenue $1.2B (+10% YoY); total comparable sales +8%.
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%.
American Eagle raises Q4 operating income guidance to $167-170M on record holiday sales
Record holiday sales; Q4-to-date comps up high single digits through Jan 3, 2026.
AEO Q3 revenue record $1.36B (+6%), comps +4%; raises Q4 operating income guidance to $155-160M
Diluted EPS of $0.53 (+29% YoY); adjusted diluted EPS +10%.
AEO Q2 operating income $103M (+2%), EPS $0.45, Aerie comps +3%; guides FY op income $255-265M
Q2 revenue $1.28B (-1% YoY); total comparable sales -1%; Aerie +3%, American Eagle -3%.
American Eagle shareholders elect two Class III directors, ratify auditor, approve exec pay
Deborah A. Henretta elected with 133.3M votes for; Cary D. McMillan with 123.8M for.
AEO Q1 operating loss of $85M; gross margin collapses to 29.6%; Q2 guidance weak
Net revenue $1.1B (-5% YoY); total comparable sales -3% (Aerie -4%, AE -2%).
Comparable sales down ~3%: American Eagle -2%, Aerie -4%.
Director Stephanie Pugliese resigns from American Eagle Outfitters board effective April 1, 2025
Stephanie Pugliese resigned from the Board on April 1, 2025.
AEO enters $200M accelerated share repurchase with Bank of America, ~9.5% of shares
ASR agreement to repurchase $200M of common stock; initial delivery of ~14.5M shares (~80% of expected total).
AEO Q4 comps +3%, FY24 adjusted op income +19%; guides FY25 revenue down low-single digits
Q4 revenue $1.6B (-4% YoY due to one less week); comparable sales +3% (Aerie +6%, American Eagle +1%).
American Eagle raises Q4 operating profit outlook to ~$135M on holiday sales growth
Q4-to-date comparable sales up low single digits, ahead of prior guidance of +1%.
American Eagle Q3 comps +3%, adjusted EPS $0.48; FY adjusted OI guided $428-433M
Total comparable sales +3%; Aerie +5%, American Eagle +3%.
American Eagle Q2 revenue record $1.3B (+8% YoY), op profit up 55%, raises FY guidance to high end
Q2 revenue $1.3B (+8% YoY); Aerie revenue $416M (+9%, comps +4%), American Eagle $828M (+8%, comps +5%).
AEO appoints Stephanie Pugliese to Board; former Under Armour Americas President
Board expanded from seven to eight members; Pugliese appointed as independent Class III director effective Aug 1, 2024.
AEO annual meeting re-elects three Class II directors, ratifies auditor, approves say-on-pay
Janice E. Page, David M. Sable, and Noel J. Spiegel elected as Class II directors (86-94% of votes cast for).
AEO Q1 FY2024: record revenue $1.1B, operating profit $78M beats guidance
Record Q1 revenue $1.1B (+6% YoY); Aerie revenue $373M (+4%) with comps up 6%; American Eagle revenue $725M (+8%) with comps up 7%.
AEO Q4 revenue record $1.7B +12%; unveils 3-yr plan for ~10% op margin by FY26
Q4 adj op income $141M (8.4% margin, +200bps YoY); adj EPS $0.61 vs $0.03 GAAP on $131M charge.
AEO authorizes 30M share repurchase program through 2029, replacing expiring program
Board approved repurchase of up to 30M shares of common stock through February 3, 2029.
AEO raises Q4 operating profit guidance to ~$130M on record holiday sales; revenue up ~8% QTD
Q4-to-date revenue through Dec 30, 2023 up ~8%; American Eagle up high single digits, Aerie up low teens.
Q3 revenue $1.3B record, +5% YoY; operating profit $125M (9.6% margin); diluted EPS $0.49, +17%.
AEO Q2 revenue $1.2B, EPS $0.25; raises FY outlook to $325-350M operating income
Revenue $1.2B slightly up YoY; operating profit $65M (5.4% margin) vs prior year improvement.
AEO expects Q2 revenue flat YoY, operating income above prior guidance; COO departing in 2024
Q2 revenue expected approximately flat YoY, vs prior guidance of down low-single digits.
American Eagle stockholders approve new equity plan, elect two Class I directors
2023 Stock Award and Incentive Plan approved; adds 10,617,000 shares to reserve as successor to 2020 Plan.
AEO Q1 revenue record $1.1B (+2% YoY); adj. EPS $0.17, guides Q2 op. income $25-35M
GAAP operating income $23M; adjusted operating income $44M excluding $21M in impairment and restructuring charges.
On April 1, 2025 (the “Effective Date”), Stephanie Pugliese informed American Eagle Outfitters, Inc. (the “Company”) that she was resigning from the Company’s Board of Directors (the “Board”), as of the Effective Date, due to her upcoming appointment as President and Chief Executive Officer of another publicly traded company.
On August 1, 2024, the Board of Directors (the “Board”) of American Eagle Outfitters, Inc. (the “Company”) expanded the size of the Board from seven to eight members and appointed Stephanie Pugliese as a Class III director of the Company, each effective immediately.
On July 31, 2023, Michael Rempell, AEO’s Executive Vice President & Chief Operations Officer, who has been with the Company for over 23 years in various roles, informed us of his intention to leave AEO at or around the end of the fiscal year in order to pursue personal interests.
Max materiality 0.90 · Median 0.75 · Most common event earnings