
• Reported GAAP EPS of $0.52 down -5.45% YoY • Reported revenue of $1.76B up 9.73% YoY • American Eagle Outfitters, Inc. provides Fiscal 2026 operating income guidance of $390M to $410M, with capital expenditures expected between $250M and $260M, and gross margin projected to be up year-over-year.
Bullish
American Eagle Outfitters, Inc. reported record $1.8B revenue with 8% comparable sales growth and a 27% increase in adjusted operating profit, while returning $341M to shareholders in 2025.
Bearish
American Eagle Outfitters, Inc. faced a gross margin decline due to tariffs and reported lower GAAP operating profit from $84M in restructuring charges, alongside a 10% increase in ending inventory.