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.
EPS
Actual | 0.37 | -0.84 | -0.03 | 0.35 | 0.39 | 0.48 | 0.6 | 0.76 | 0.35 | 0.16 | 0.04 | 0.42 | 0.37 | 0.17 | 0.25 | 0.49 | 0.61 | 0.34 | 0.39 | 0.48 | 0.53 | -0.29 | 0.45 | 0.528 | 0.84 | ||||||||||
Forecast | 0.3555 | -0.2973 | -0.1712 | 0.3374 | 0.3631 | 0.4608 | 0.5504 | 0.6079 | 0.351 | 0.25 | 0.1295 | 0.2225 | 0.302 | 0.1639 | 0.1568 | 0.4818 | 0.4967 | 0.2844 | 0.3837 | 0.468 | 0.5044 | -0.2534 | 0.2046 | 0.4372 | 0.7132 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +4.08% | -182.54% | +82.48% | +3.73% | +7.41% | +4.17% | +9.01% | +25.02% | -0.28% | -36.00% | -69.11% | +88.76% | +22.52% | +3.72% | +59.44% | +1.70% | +22.81% | +19.55% | +1.64% | +2.56% | +5.08% | -14.44% | +119.94% | +20.77% | +17.78% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.31B | 551.69M | 883.51M | 1.03B | 1.29B | 1.03B | 1.19B | 1.27B | 1.51B | 1.06B | 1.20B | 1.24B | 1.50B | 1.08B | 1.20B | 1.30B | 1.68B | 1.14B | 1.29B | 1.29B | 1.60B | 1.09B | 1.28B | 1.36B | 1.76B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.27B | 636.61M | 818.11M | 1.03B | 1.28B | 1.02B | 1.23B | 1.23B | 1.51B | 1.14B | 1.20B | 1.21B | 1.48B | 1.07B | 1.20B | 1.28B | 1.66B | 1.15B | 1.31B | 1.30B | 1.60B | 1.09B | 1.24B | 1.32B | 1.74B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +3.76% | -13.34% | +7.99% | +0.30% | +0.77% | +1.13% | -2.54% | +3.71% | -0.37% | -7.48% | +0.09% | +2.67% | +1.15% | +1.07% | +0.47% | +1.56% | +0.95% | -0.60% | -1.39% | -0.87% | +0.14% | -0.46% | +3.91% | +2.96% | +1.24% |
Earnings Call
You can ask Aime
What were the key takeaways from American Eagle Outfitters's earnings call?What were the key takeaways from American Eagle Outfitters’s earnings call?What factors drove the changes in American Eagle Outfitters's revenue and profit?What guidance did American Eagle Outfitters's management provide for the next earnings period?What is the revenue and EPS growth rate for American Eagle Outfitters year over year?What is American Eagle Outfitters's latest dividend and current dividend yield?What is American Eagle Outfitters's gross profit margin?Did American Eagle Outfitters beat or miss consensus estimates last quarter?
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