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American Eagle (AEO)
NYSE:AEO
US Market

American Eagle (AEO) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Mar 04, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.67
Last Year’s EPS
0.53
Same Quarter Last Year
Based on 11 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Dec 02, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
American Eagle Outfitters reported a strong third quarter marked by record revenue and effective marketing strategies, particularly in the Aerie brand. However, challenges such as tariff impacts and increased SG&A expenses were noted. The overall sentiment is positive due to strong performance and an optimistic outlook for the fourth quarter.
Company Guidance
During the American Eagle Outfitters, Inc. Third Quarter 2025 Earnings Conference Call, the company reported a record total revenue of $1.4 billion, marking a 6% increase. Operating income exceeded expectations at $113 million, surpassing the guidance of $95 to $100 million. The diluted EPS for the quarter was $0.53, showing a 10% increase compared to the previous year. Comparable sales rose by 4%, with Aerie achieving an 11% increase, driven by robust demand across all categories, including intimates and apparel. The company's marketing campaigns, including collaborations with high-profile figures like Cindy Sweeney and Travis Kelce, contributed to a 4% growth in customer loyalty. For the fourth quarter, the company raised its operating income guidance to $155 to $160 million, expecting comp sales growth of 8% to 9%. The impact from tariffs was noted as approximately $50 million for the quarter, with continued adjustments in operational costs to mitigate financial pressures.
Record-Breaking Revenue
Total revenue increased 6% to $1.4 billion, marking a third-quarter record. Operating income of $113 million exceeded guidance, and diluted EPS increased by 10% compared to the previous year.
Strong Performance from Aerie
Aerie's comps were up 11%, showing strength across all categories, including intimates, apparel, sleep, and Offline. The brand continues to see significant market opportunities.
Successful Marketing Campaigns
Collaborations with Sydney Sweeney and Travis Kelce generated over 44 billion impressions, increasing customer counts and loyalty by 4%.
Operational Improvements
The company successfully controlled costs and created efficiencies, resulting in a gross profit increase of 5% and improved buying, occupancy, and warehousing costs.
Positive Outlook for Fourth Quarter
The fourth quarter is off to an excellent start, prompting an increase in operating income guidance to a range of $155 million to $160 million.

American Eagle (AEO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

AEO Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Mar 04, 2026
2025 (Q4)
0.67 / -
0.53
Dec 02, 2025
2025 (Q3)
0.44 / 0.53
0.4810.00% (+0.05)
Aug 02, 2025
2025 (Q2)
0.20 / 0.45
0.3915.38% (+0.06)
May 03, 2025
2025 (Q1)
-0.25 / -0.29
0.34-185.29% (-0.63)
Mar 12, 2025
2024 (Q4)
0.50 / 0.53
0.61-13.11% (-0.08)
Dec 04, 2024
2024 (Q3)
0.47 / 0.48
0.49-2.04% (-0.01)
Aug 29, 2024
2024 (Q2)
0.38 / 0.39
0.2556.00% (+0.14)
May 29, 2024
2024 (Q1)
0.28 / 0.34
0.17100.00% (+0.17)
Mar 07, 2024
2023 (Q4)
0.50 / 0.61
0.3764.86% (+0.24)
Nov 21, 2023
2023 (Q3)
0.48 / 0.49
0.4216.67% (+0.07)
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
Dec 02, 2025
$20.83$23.97+15.07%
Mar 12, 2025
$11.08$10.63-4.06%
Dec 04, 2024
$19.73$16.92-14.24%
Aug 29, 2024
$20.72$19.84-4.25%
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 Mar 04, 2026, Before Open (Confirmed).
    What is American Eagle (AEO) earnings time?
    American Eagle (AEO) earnings time is at Mar 04, 2026, Before Open (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 (Q4) is 0.67.

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