Zacks Investment Research·Jun 26, 2026
American Eagle's Growth Is Driven by Aerie's Strong PerformanceAerie powers AEO's growth with strong sales, disciplined execution and continued customer engagement momentum.
American Eagle Outfitters, Inc.(AEO)Earnings, Financials & Key Ratios
AEO•NYSE
$16.50
15.1× P/E·Price updated Jul 6, 2026
AboutAmerican Eagle Outfitters, Inc. operates as a specialty retailer that provides clothing, accessories, and personal care products under the American Eagle and Aerie brands. The company provides jeans, and specialty apparel and accessories for women and men; and intimates, apparel, activewear, and swim collections, as well as personal care products for women. It also offers graphic tees and other clothing products under the Tailgate brand name; and menswear products under the Todd Snyder New York brand name. As of January 29, 2022, the company operated 880 American Eagle stores, 244 Aerie brand stand-alone stores, and five Todd Snyder stores in the United States, Canada, Mexico, and Hong Kong. It also ships to 81 countries through its Websites; and offers its merchandise at 260 locations operated by licensees in 28 countries, as well as provides products through its Websites ae.com, aerie.com, and toddsnyder.com. American Eagle Outfitters, Inc. was founded in 1977 and is headquartered in Pittsburgh, Pennsylvania.Show more
- Revenue$5.5B+3.2%
- EBITDA$540M-18.9%
- Net Income$192M-41.7%
- EPS (Diluted)1.09-35.1%
- Gross Margin32.99%-6.6%
- EBITDA Margin9.82%-21.4%
- Operating Margin5.96%-29.4%
- Net Margin3.49%-43.5%
- ROE11.1%-40.9%
AEO Price & Volume
American Eagle Outfitters, Inc. (AEO) stock price & volume — 10-year historical chart
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Volatile Margins and Rising Debt Cloud Outlook
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Mixed
Profitability:Strained
Financial:Strained
Cash Flow:Mixed
Primary Risk:Promotional Margin Volatility
Key Thesis Takeaways
- American Eagle Outfitters faces a challenging transition as it attempts to integrate logistics assets while managing a highly cyclical retail footprint.
- While the company has demonstrated revenue growth of 9.7% in 2026Q1, the underlying profitability remains fragile, evidenced by operating margins that swung from -6.2% in 2025Q1 to 10.2% in 2025Q4.
- Investors should remain cautious regarding the company's long-term solvency given the escalation of total debt to $1.9 billion and the compression of cash reserves to $103.3 million as of 2026Q1.
Verdict Logic
the company's reliance on aggressive capital allocation, such as the $240.7 million buyback in 2025Q1 despite negative operating cash flow, presents a significant risk to long-term liquidity.
AEO Growth Metrics
American Eagle Outfitters, Inc. (AEO) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years4.55%
5 Years7.9%
3 Years3.28%
TTM6.22%
Profit CAGR
10 Years-1.27%
5 Years-
3 Years15.33%
TTM42.53%
EPS CAGR
10 Years-0.18%
5 Years-
3 Years19.42%
TTM65.31%
Return on Capital
10 Years16.75%
5 Years14.47%
3 Years13.52%
Last Year10.7%
AEO Recent Earnings
American Eagle Outfitters, Inc. (AEO) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 9/12 qtrs (75%)●Beat Revenue 6/12 qtrs (50%)
Q2 2026Latest
May 28, 2026Metric
Actual
Est
EPS
$0.14+15.6%
$0.12
Rev
$1.2B+0.9%
$1.2B
Q2 2026
Mar 4, 2026Metric
Actual
Est
EPS
$0.50-29.6%
$0.71
Rev
$1.8B+1.2%
$1.7B
Q4 2025
Dec 2, 2025Metric
Actual
Est
EPS
$0.53+21.2%
$0.44
Rev
$1.4B+3.0%
$1.3B
Q4 2025
Sep 3, 2025Metric
Actual
Est
EPS
$0.45+125.0%
$0.20
Rev
$1.3B-0.9%
$1.3B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 28, 2026 | $0.14vs $0.12+15.6% | $1.2Bvs $1.2B+0.9% |
| Q2 2026 | Mar 4, 2026 | $0.50vs $0.71-29.6% | $1.8Bvs $1.7B+1.2% |
| Q4 2025 | Dec 2, 2025 | $0.53vs $0.44+21.2% | $1.4Bvs $1.3B+3.0% |
| Q4 2025 | Sep 3, 2025 | $0.45vs $0.20+125.0% | $1.3Bvs $1.3B-0.9% |
Based on last 12 quarters of dataView full earnings history →
Latest AEO News
Recent stock market news and headlines for American Eagle Outfitters, Inc. (AEO)
The Motley Fool·Jun 24, 2026
American Eagle Outfitters vs. Pool: Which Consumer Stock Is a Better Buy in 2026?American Eagle Outfitters maintains a strong foothold in the youth apparel market through its namesake and Aerie brands. Pool dominates the global wholesale distribution of swimming pool supplies and outdoor living products.
Zacks Investment Research·Jun 24, 2026
Can American Eagle's Digital Strategy Deliver Sustainable Growth?AEO sharpens its digital strategy with social commerce, influencer marketing and conversion-focused customer engagement.
MarketBeat·Jun 23, 2026
American Eagle's Q1 Beat Leaves Investors With a Bigger QuestionAmerican Eagle Outfitters TodayAEOAmerican Eagle Outfitters$17.75 -0.04 (-0.22%) As of 03:58 PM Eastern52-Week Range$9.49▼$28.46Dividend Yield2.82%P/E Ratio10.96Price Target$20.36Add to WatchlistAmerican Eagle Outfitters Inc. NYSE: AEO has posted consecutive earnings beats. Yet even after delivering another better-than-expected quarter on May 28, shares sold off as concerns about weakness in the core American Eagle brand and pressure on second-quarter gross margin overshadowed stellar performance at Aerie.
Zacks Investment Research·Jun 23, 2026
Here is What to Know Beyond Why American Eagle Outfitters, Inc. (AEO) is a Trending StockAmerican Eagle (AEO) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Peers Comparison
Key metrics vs top competitors for American Eagle Outfitters, Inc. (AEO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $16.50 | $2.76B | 15.14 | 3.16% | 3.49% | 11.1% | — | |
| $89.75 | $4.03B | 8.58 | 6.42% | 9.34% | 36.48% | — | |
| $69.37 | $6.22B | 13.71 | 11.07% | 7.48% | 17.64% | — | |
| $39.10 | $1.44B | 15.10 | 1.91% | 3.07% | 10.14% | — | |
| $76.83 | $3.54B | 144.96 | 3.44% | 0.25% | 0.45% | — | |
| $6.47 | $2.29B | -7.11 | -3.63% | 9.59% | 73.92% | — |
Compare AEO vs Peers
American Eagle Outfitters, Inc. (AEO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
AEO SEC Filings & Documents
American Eagle Outfitters, Inc. (AEO) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 28, 2026·SEC
Material company update
Mar 4, 2026·SEC
Material company update
Jan 12, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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AEO Frequently Asked Questions
American Eagle Outfitters, Inc. (AEO) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is American Eagle Outfitters, Inc.'s revenue?
American Eagle Outfitters, Inc. (AEO) reported $5.60B in revenue for fiscal year 2025. This represents a 1616% increase from $326.4M in 1996.
How fast is American Eagle Outfitters, Inc. growing?
American Eagle Outfitters, Inc. (AEO) grew revenue by 3.2% over the past year. Growth has been modest.
Is AEO profitable?
Yes, American Eagle Outfitters, Inc. (AEO) is profitable, generating $280.4M in net income for fiscal year 2025 (3.5% net margin).
Dividend & Returns
What is AEO's return on equity?
American Eagle Outfitters, Inc. (AEO) has a return on equity (ROE) of 11.1%. This is reasonable for most industries.
What is American Eagle Outfitters, Inc.'s free cash flow?
American Eagle Outfitters, Inc. (AEO) generated $14.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.