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American Eagle (AEO)
NYSE:AEO
Earnings Data
Report Date
May 27, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.11Last Year’s EPS
-0.29Same Quarter Last Year
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights a strong turnaround and a powerful finish to 2025 driven by Aerie/OFFLINE momentum, record quarterly and annual revenues, margin expansion and a clean balance sheet with active capital returns. Notable near-term headwinds include sizable tariff pressure, an $85M restructuring charge (Quiet Logistics exit), inventory cost increases and planned elevated marketing that will weigh on first-half profitability. The company provided constructive 2026 guidance (mid-single-digit comps and operating profit of $390–$410M) and expects the majority of profit to be backloaded into the second half as tariffs anniversary and advertising spend normalizes.Company Guidance
Quarterly and Annual Revenue Growth
Q4 revenue reached a record $1.8 billion, up 10% year-over-year. Full-year 2025 revenue was a record $5.5 billion, up 3% versus prior year.
Comparable Sales Strength
Consolidated comparable sales grew 8% in Q4. Aerie and OFFLINE comps accelerated +23% while American Eagle comps improved +2% in the quarter.
Operating Income and Margin Improvement
Adjusted operating income for Q4 was $180 million, up 27% from $142 million a year ago. Adjusted operating margin expanded to 10.2% from 8.9% the prior year.
Gross Profit and Operational Leverage
Gross profit dollars were $651 million (up 9%). Buying, occupancy and warehousing expense leveraged ~50 basis points; SG&A as a rate leveraged ~120 basis points due to higher sales.
Strong Balance Sheet and Capital Returns
Ended 2025 with ~$239 million in cash, no debt and total liquidity of ~$930 million. Returned $341 million to shareholders in 2025 (approximately $256 million in buybacks and $85 million in dividends).
Brand Momentum and Customer Metrics
Aerie new customers grew 14% and brand awareness rose 12% year-over-year. Customer acquisition was up in the double digits in the quarter and traffic/transactions increased across brands.
Execution Wins: Store Growth, Remodels and CapEx Plan
Planned 2026 openings include 35–40 Aerie/OFFLINE stores, ~60 store remodels, and continued fleet optimization for AE. 2025 CapEx was just over $260 million with 2026 CapEx guidance of $250–$260 million.
Positive 2026 Guidance
For 2026 the company guided to operating profit of $390–$410 million on consolidated comparable sales growth in the mid-single digits and expects the first quarter comps to be high single digits overall (Aerie/OFFLINE double digits; AE low single digits).
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 04, 2026 | $22.45 | $19.33 | -13.90% |
Dec 02, 2025 | $20.74 | $23.86 | +15.08% |
Mar 12, 2025 | $11.03 | $10.58 | -4.11% |
Dec 04, 2024 | $19.64 | $16.84 | -14.27% |
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 May 27, 2026, Before Open (Confirmed).
What is American Eagle (AEO) earnings time?
American Eagle (AEO) earnings time is at May 27, 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 2026 (Q1) is 0.11.
