The earnings call highlighted strong revenue performance, successful marketing campaigns, and improved operating income, but faced challenges with American Eagle's comp decline and increased tariff costs. Positive trends in Aerie and early Q3 indicate a promising outlook.

Company Guidance

During the second quarter of 2025, American Eagle Outfitters, Inc. reported a total revenue of $1.28 billion, marking their second highest revenue for the quarter and a significant improvement from the first quarter. Aerie achieved comp growth of 3%, while American Eagle showed improvement in key categories. Operating income increased by 2% to $103 million, and diluted EPS rose 15% compared to the previous year. The company managed SG&A expenses effectively, resulting in a decline from the previous year. They emphasized investments in marketing campaigns, such as collaborations with Sydney Sweeney and Travis Kelce, which generated 40 billion impressions and substantial new customer acquisitions. Despite a dynamic consumer backdrop, the company focused on controlling costs and enhancing customer experience. Inventory cost increased by 8%, mainly due to tariffs, but the company is mitigating these impacts through various strategies. Year-to-date, they returned $276 million to shareholders via dividends and share repurchases, completing a $200 million accelerated repurchase program. Looking ahead, they anticipate low single-digit increases in comparable sales for the third and fourth quarters, with operating profits projected at $95-$100 million and $125-$130 million, respectively, including significant tariff impacts.

Second Highest Q2 Revenue in Company History

Total revenue for the quarter was $1.28 billion, marking the second highest ever posted for Q2, demonstrating meaningful improvement from the first quarter.

Aerie's Remarkable Turnaround

Aerie achieved a comp growth of 3% and record second-quarter revenue, driven by strong demand in major categories like intimates, soft dressing, and activewear.

Operating Income and EPS Growth

Operating income improved by 2% to $103 million, and diluted EPS increased 15% compared to last year, significantly exceeding expectations.

Successful Marketing Campaigns

The campaigns featuring Sydney Sweeney and Travis Kelce generated 40 billion impressions and increased customer counts by more than 700,000, with positive traffic trends continuing into August.

Positive Start to Q3

The third quarter began with consolidated comps up in the mid-single digits, including strong performance during the Labor Day weekend.

American Eagle (AEO) Earnings, Revenues Date & History

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AEO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 25, 2025	2025 (Q3)	0.43 / -	0.48	―	―	―
Aug 02, 2025	2025 (Q2)	0.20 / 0.45	0.39	15.38% (+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	0.25	56.00% (+0.14)
May 29, 2024	2024 (Q1)	0.28 / 0.34	0.17	100.00% (+0.17)
Mar 07, 2024	2023 (Q4)	0.50 / 0.61	0.37	64.86% (+0.24)
Nov 21, 2023	2023 (Q3)	0.48 / 0.49	0.42	16.67% (+0.07)
Sep 06, 2023	2023 (Q2)	0.16 / 0.25	0.04	525.00% (+0.21)

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	$11.18	$10.72	-4.11%
Dec 04, 2024	$19.90	$17.06	-14.27%
Aug 29, 2024	$20.89	$20.01	-4.21%
May 29, 2024	$23.02	$21.28	-7.56%

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.