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American Eagle (AEO)
NYSE:AEO
Earnings Data
Report Date
Aug 28, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.2Last Year’s EPS
0.39Same Quarter Last Year
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 03, 2025
|% Change Since: -9.36%
|Next Earnings Date:Aug 28, 2025
Earnings Call Sentiment|Negative
The earnings call highlighted several strategic initiatives and achievements, such as share repurchases and growth in specific segments like Offline by Aerie. However, these positives were overshadowed by significant challenges, including a large inventory write-down, declining comps, and increased promotional activity leading to margin pressure. The company is optimistic about future improvements but faces substantial near-term hurdles.Company Guidance
During the American Eagle Outfitters First Quarter 2025 Earnings Call, several key metrics and guidance were provided. The company reported a $68 million adjusted operating loss, driven by a $75 million inventory write-down and a decrease in comparable sales of 3%. American Eagle comp sales fell by 2%, while Aerie's dropped by 4%. Gross profit was $322 million, with a gross margin of 29.6%, affected by a 960 basis point decline in merchandise margin. The SG&A expenses grew by 2%, largely due to increased advertising. Capital expenditures for the first quarter totaled $62 million, with plans to recadence some investments and reduce full-year CapEx to approximately $275 million. The company also initiated a $200 million accelerated share repurchase program and completed $31 million in open market share repurchases, alongside $22 million in cash dividends paid. For the second quarter, revenue is expected to decline by 5%, with operating income projected between $40 to $45 million, and SG&A expenses anticipated to remain flat year-over-year.Accelerated Share Repurchase Program
Initiation of a $200 million accelerated share repurchase program and $31 million in open market shares repurchases, indicating confidence in long-term growth.
Intimates and Offline by Aerie Growth
Offline by Aerie demonstrated positive growth, gaining market share and expanding customer awareness. Intimates improved sequentially, gaining market share with newness in fabrication and design.
Supply Chain Optimization
Actions to strengthen the supply chain network included closing two edge fulfillment centers, expected to generate annualized savings of approximately $5 million.
Market Share Gains
Despite challenges, American Eagle and Aerie held or gained market share in categories like intimates and denim.
AEO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AEO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 12, 2025 | $11.32 | $10.85 | -4.15% |
Dec 04, 2024 | $20.15 | $17.27 | -14.29% |
Aug 29, 2024 | $21.15 | $20.26 | -4.21% |
May 29, 2024 | $23.30 | $21.54 | -7.55% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does American Eagle (AEO) report earnings?
American Eagle (AEO) is schdueled to report earning on Aug 28, 2025, TBA Not Confirmed.
What is American Eagle (AEO) earnings time?
American Eagle (AEO) earnings time is at Aug 28, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AEO EPS forecast?
AEO EPS forecast for the fiscal quarter 2025 (Q2) is 0.2.
