AEO
American Eagle Outfitters·NYSE
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AEO fundamentals
American Eagle Outfitters (AEO) released its earnings on Mar 4, 2026: revenue was 1.76B (YoY +9.73%), beat estimates; EPS was 0.84 (YoY +58.49%), beat estimates.
Revenue / YoY
1.76B
+9.73%
EPS / YoY
0.84
+58.49%
Report date
Mar 4, 2026
AEO Earnings Call Summary for Q4,2026
- Revenue Beat: Q4 revenue $1.8B (+10% YoY), driven by Aerie (+23%) and OFFLINE (double-digit growth). Full-year revenue $5.5B (+3%).
- Profit Expansion: Adjusted operating income $180M (+27% YoY), with $328M annual profit. Gross margin 37% despite $50M tariff headwinds.
- Strategic Shifts: Exited quiet logistics for $20M annual savings, opening 35 new Aerie/Offline stores.
- 2026 Outlook: Q1 comp +8%, full-year operating profit $390-$410M. Tariffs to ease in H2, enabling margin expansion.
- Marketing Surge: +50% ad spend in Q1-Q2 for Aerie awareness and AE relevance, with Stagecoach partnership.
- Denim Recovery: Men's denim growth, testing new bottoms for spring break. Aerie markdowns down, AE jeans promoted deeper.
Earnings
EPS
Revenue
Revenue & Expenses
AEO has released its 2026 Q4 earnings report, with revenue of 1.76B, reflecting a YoY change of 9.73%, and net profit of 83.62M, showing a YoY change of -19.26%. The Sankey diagram below clearly presents AEO's revenue sources and cost distribution.
Key Indicators
American Eagle Outfitters (AEO) key financial stats and ratios, covering profitability, financial health, and leverage.
Income Statement
American Eagle Outfitters (AEO)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Breakdown
Balance Sheet
American Eagle Outfitters (AEO)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Breakdown
Cash Flow
American Eagle Outfitters (AEO)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Breakdown
Revenue Breakdown
Where does American Eagle Outfitters (AEO) generate its revenue? Explore its key revenue streams and top earning regions.
By Business
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By Region
Data source:
Dividend
Track American Eagle Outfitters (AEO) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
Payout Ratio
Dividend Yield
You can ask Aime
What is American Eagle Outfitters's latest dividend and current dividend yield?What guidance did American Eagle Outfitters's management provide for the next earnings period?What does American Eagle Outfitters do and what are its main business segments?What were the key takeaways from American Eagle Outfitters's earnings call?What is the market's earnings forecast for American Eagle Outfitters next quarter?What is the revenue and EPS growth rate for American Eagle Outfitters year over year?What is American Eagle Outfitters's gross profit margin?What factors drove the changes in American Eagle Outfitters's revenue and profit?
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