Highest-materiality recent filing
AEO appoints Ravi Thanawala as CFO; Mike Mathias transitions to strategic advisor
Mike Mathias steps down as CFO effective Aug 3, 2026, becomes strategic advisor to CEO through July 2027.
AEO stockholders approve 9.68M share increase in 2023 Stock Plan, extend term to 2036
Amendment and restatement of 2023 Stock Award and Incentive Plan approved; shares increased by 9,680,000, term extended to 2036.
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.
AEO Q4 profit beats expectations; reinstates $0.10 dividend; guides FY23 op income $270-310M
Q4 revenue $1.5B (-1% YoY) beat mid-single digit decline expectation; non-GAAP EPS $0.37 vs $0.28 GAAP.
AEO Q4-to-date revenue down ~3%; gross margins at high end of guidance
Fourth quarter-to-date brand revenue down approximately 3% through Jan 7, 2023; American Eagle slightly ahead, Aerie in line.
American Eagle Outfitters adopts amended bylaws with enhanced stockholder proposal/disclosure rules
Enhanced procedural mechanics and disclosure requirements for stockholder proposals (non-Rule 14a-8) and director nominations, including background info and representations.
AEO exchanges $60.8M of 2025 convertible notes for common stock
$60.8M principal of 3.75% Convertible Senior Notes due 2025 exchanged for shares; number based on VWAP starting Dec 6, 2022.
Q3 results exceeded expectations. GAAP diluted EPS $0.42; operating profit $118M (9.5% margin).
American Eagle's President, International, Andrew J. McLean resigns effective Sept 11, 2022
Andrew J. McLean, President, International, resigned on September 11, 2022.
American Eagle Q2 GAAP EPS -$0.24; pauses dividend; expands cost cuts to $100M
Q2 revenue $1.2B flat YoY; GAAP EPS ($0.24) vs $0.59; adj EPS $0.04; operating income $14M down from $168M.
American Eagle director Steven A. Davis passes away unexpectedly on July 10, 2022
Steven A. Davis, a director since Oct 2020, died unexpectedly on July 10, 2022.
American Eagle enters new $700M asset-based revolving credit facility due 2027
New five-year $700M ABL credit facility replaces prior agreement; matures June 24, 2027.
American Eagle shareholders re-elect directors, ratify auditor, approve say-on-pay
Deborah A. Henretta and Cary D. McMillan elected Class III directors; terms to 2025.
American Eagle announces $342M note exchange, $200M ASR, and ABL upsize to $600M
Exchange of $342M in 3.75% convertible notes for ~34.7M shares and $136.1M cash; $70M notes remain.
American Eagle Q1 operating income falls 68%; lowers FY outlook
Q1 EPS $0.16; gross margin 36.8% vs 42.2%; higher freight cost impacted margin by ~340 bps.
American Eagle reports record FY2021 revenue of $5.0B; guides FY2022 operating profit $550-600M
FY2021 revenue $5.0B up 33% vs FY2020 and 16% vs pre-pandemic FY2019; adjusted EPS $2.19.
AEO raises 2023 targets: revenue $5.8B, op income $800M, op margin 13.5%
2021 operating income on track to $600M, surpassing prior 2023 goal two years early.
American Eagle Outfitters completes $360M acquisition of Quiet Logistics
Acquired Quiet Logistics for approx. $359.8M cash, closed Dec 29, 2021.
Director Thomas R. Ketteler resigns from American Eagle board after 40 years
Thomas R. Ketteler resigned from the Board for personal reasons effective December 20, 2021.
AEO reports record Q3 revenue $1.27B (+24%), operating income more than doubles to $210M
Total revenue $1.27B (+24% YoY); operating income $210M more than doubled; operating margin 16.5%, highest since 2007.
American Eagle Outfitters to acquire Quiet Logistics for $350M cash, advancing supply chain strategy
Acquires Quiet Logistics, a robotics-enabled fulfillment network, for $350M cash financed from balance sheet.
American Eagle Q2 revenue $1.19B (+35%); operating income record $168M; raises dividend 31%
Record Q2 revenue of $1.19B (+35% YoY); operating income $168M vs -$12M loss in 2020.
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.
On September 11, 2022 (the “Effective Date”), Andrew J. McLean, President, International, informed American Eagle Outfitters, Inc. (the “Company”) that he was resigning from the Company as of the Effective Date.
On December 20, 2021 (the “Effective Date”), Thomas R. Ketteler informed American Eagle Outfitters, Inc. (the “Company”) that he was resigning from the Company’s Board of Directors (the “Board”) for personal reasons as of the Effective Date.
Max materiality 0.90 · Median 0.72 · Most common event earnings