Exchange: NYSE·Updated 09:01 AM EDT

AEO Earnings

Latest Earnings Results: Q2 '26

Reported: Sep 09

Estimated EPS

$0.22

Reported EPS

$0.79

Surprise

+257.34%

Estimated Rev

$1.37B

Reported Rev

$1.38B

Surprise

+0.8%

• Reported GAAP EPS of $0.79 up 75.56% YoY • Reported revenue of $1.38B down -46.23% YoY • American Eagle Outfitters, Inc. updates fiscal 2026 operating income guidance to a range of $540M to $550M, inclusive of the net benefit from IEEPA tariff refund activity.

Bullish Takeaway

American Eagle Outfitters, Inc. delivered strong revenue growth and expanded margins, led by the performance of the Aerie and OFFLINE brands and significant year-over-year growth in operating profit.

Bearish Takeaway

American Eagle Outfitters, Inc. faced a decline in American Eagle brand comparable sales, merchandise margin deleverage, and a 14% increase in consolidated inventory at cost compared to the prior year.

Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.

Investor Presentation8-K

Historical Earnings

Quarterly

Annual

EPS

Revenue

Fiscal PeriodEstimatedReportedSurpriseResult
Q3 '26
$0.51
--
--
N/A
Q2 '26
$0.22
$0.79
257.34%
BEAT
Q1 '26
$0.12
$0.14
15.60%
BEAT
Q4 '25
$0.71
$0.84
17.77%
BEAT
Q3 '25
$0.44
$0.53
20.76%
BEAT

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