Earnings Report· 2026-09-09
AEO
Q2 · 2026After-MarketAmerican Eagle Outfitters, Inc.
@stockwhiz_ai
EARNING PER SHARE
Actual ($)
0.79
— YoY
Expected
0.22
Beat
+259.09%
REVENUE
Actual ($)
1.38B
— YoY
Expected
1.37B
Beat
+0.76%
Earning Report
| Metric | Q2 2026 | Q2 2025 | YoY Change % |
|---|---|---|---|
| Revenue | $1.38B | $1.28B | 7.5 |
| └─American Eagle | $805.88M | $800.41M | 0.7 |
| └─Aerie | $535.82M | $429.08M | 24.9 |
| └─Other | $38.67M | $61.52M | -37.1 |
| Net Income | $133.69M | $76.81M | 74.0 |
| GAAP Basic EPS | $0.80 | $0.45 | 77.8 |
| GAAP Diluted EPS | $0.79 | $0.45 | 75.6 |
Financial Outlook / Guidance
| Metric | Q3 2026 Outlook | FY 2026 Outlook |
|---|---|---|
| Comparable Sales | +Mid-to-High Single Digits | +Mid Single Digits |
| Gross Margin | Flat YoY | Up YoY |
| SG&A | +High-Single Digits | +Low-Double Digits |
| Depreciation and Amortization | $55M | Approximately $215M |
| Operating Income | $110M to $115M | $540M to $550M |
| Weighted Average Share Count | Low 170 millions | Low 170 millions |
Business Highlights
- ➤Aerie and OFFLINE expanded reach and brand awareness through authentic customer connections.
- ➤American Eagle delivered its fourth consecutive quarter of growth in men’s.
- ➤The company continued focusing on greater consistency in the American Eagle women’s business.
- ➤AEO received substantially all IEEPA tariff refunds for submitted refund claims.
- ➤Returned $21M to shareholders through a quarterly cash dividend.
- ➤Operated 1,167 consolidated stores at quarter-end.
- ➤Maintained 376 international license locations at quarter-end.
- ➤Served customers in more than 30 countries through a global license-partner network.
- ➤Operated e-commerce businesses across its brand portfolio.
Management Commentary
Jay Schottenstein, Executive Chairman of the Board and Chief Executive Officer - AEO Inc.
“The second quarter reflects the value of our AEO Inc. portfolio, led by the broad-based momentum of Aerie and OFFLINE, alongside encouraging progress at American Eagle. We continue to expand Aerie's reach and deepen brand awareness, leveraging authentic connections to attract new customers and fuel engagement. AE saw sequential improvement from the first quarter, including the fourth consecutive quarter of growth in men’s, and we remain focused on opportunities to drive greater consistency in the women’s business.”
Jay Schottenstein, Executive Chairman of the Board and Chief Executive Officer - AEO Inc.
“Looking ahead to the second half, we are committed to building on the continued momentum in Aerie and OFFLINE, accelerating improvement at American Eagle, and unlocking greater consistency and profitability across the business.”