AEO
American Eagle Outfitters·NYSE
--
--(--)
Market Open: --
--
--(--)
Pre-Market: --
AEO fundamentals
American Eagle Outfitters (AEO) released its earnings on Dec 2, 2025: revenue was 1.36B (YoY +5.51%), beat estimates; EPS was 0.53 (YoY +10.42%), beat estimates.
Revenue / YoY
1.36B
+5.51%
EPS / YoY
0.53
+10.42%
Report date
Dec 2, 2025
AEO Earnings Call Summary for Q3,2026
- Revenue Beat: Q3 revenue up 6% to $1.4B, with Aerie comps +11% and AE +1% (sequential improvement). Q4 guidance raised to 8-9% comp growth.
- Profitability Recovery: Operating income $113M vs. $95-100M guidance, driven by demand and cost control. Gross margin stabilized at 40.5% despite $20M tariffs.
- Aerie Growth Engine: Aerie/Aerie Offline revenue near $2B with <5% market share, positioning for long-term expansion. Sleep and Offline activewear categories outperforming.
- Marketing Impact: $44B impressions from Sydney Sweeney and Travis Kelce campaigns, driving 1M+ new loyalty members. Q4 ad spend to maintain 5%+ sales penetration.
EPS
Revenue
Revenue & Expenses
AEO has released its 2026 Q3 earnings report, with revenue of 1.36B, reflecting a YoY change of 5.71%, and net profit of 91.34M, showing a YoY change of 14.15%. 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.
American Eagle Outfitters (AEO)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
Trend
Breakdown
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.
Trend
Breakdown
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.
Trend
Breakdown
Where does American Eagle Outfitters (AEO) generate its revenue? Explore its key revenue streams and top earning regions.
By Business
Data source:
By Region
Data source:
Track American Eagle Outfitters (AEO) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
Payout Ratio
Dividend Yield
You can ask Aime
What factors drove the changes in American Eagle Outfitters's revenue and profit?What is the revenue and EPS growth rate for American Eagle Outfitters year over year?What is the market's earnings forecast for American Eagle Outfitters next quarter?What were the key takeaways from American Eagle Outfitters’s earnings call?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?Did American Eagle Outfitters beat or miss consensus estimates last quarter?What were the key takeaways from American Eagle Outfitters's earnings call?
