Inferra AI / Company / AEO
American Eagle Outfitters Inc
AEO · Consumer Discretionary
Last earnings Sep 9, 2026
Key results
Operating incomequarter
$103 million
operating income of $103 million increased 2% on
SEC original ↗American Eagle Outfitters Inc — Earnings release (8-K exhibit)EX-99Sep 3, 2025
Revenuequarter
$1.28 billion
Second Quarter 2025 Results: • Total net revenue of $1.28 billion was down 1% to last year.
SEC original ↗American Eagle Outfitters Inc — Earnings release (8-K exhibit)EX-99Sep 3, 2025
Gross marginquarter
38.9%
• Gross profit was $500 million and the gross margin of 38.9% expanded 30 basis points to last year.
SEC original ↗American Eagle Outfitters Inc — Earnings release (8-K exhibit)EX-99Sep 3, 2025
Operating marginquarter
8.0%
Operating margin of 8.0% expanded 20 basis points to last year.
SEC original ↗American Eagle Outfitters Inc — Earnings release (8-K exhibit)EX-99Sep 3, 2025
EPSquarter
$0.45
• Diluted earnings per share was $0.45, up 15% to last year.
SEC original ↗American Eagle Outfitters Inc — Earnings release (8-K exhibit)EX-99Sep 3, 2025
Growthquarter
up 15%
• Diluted earnings per share was $0.45, up 15% to last year.
SEC original ↗American Eagle Outfitters Inc — Earnings release (8-K exhibit)EX-99Sep 3, 2025
AI analysis
Q2 2025 · reported Sep 3, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
The quarter in charts
Guidance ladder — revenue
Delivered vs the company's guided range
EX-99 · Sep 3, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Operating income | $103 million | — | — |
| Revenue | $1.28 billion | — | — |
| Gross margin | 38.9% | — | — |
| Operating margin | 8.0% | — | — |
| EPS | $0.45 | — | — |
| Growth | up 15% | — | — |
Guidance · company-stated
Direction: Raised
“Reports Second Quarter Fiscal 2025 Results • Second quarter operating income of $103 million increased 2% on revenue of $1.28 billion, exceeding expectations • Year-to-date share repurchases total $231 million, reducing shares by 20 million, or approximately 10% of outstanding diluted shares • Provides full year operating income guidance of $255 to $265 million September 3, 2025 – PITTSBURGH – (BUSINESS WIRE) – American Eagle Outfitters, Inc.”
Classified from the release's primary full-year outlook statement.
Margin
Capital allocation
Reports Second Quarter Fiscal 2025 Results • Second quarter operating income of $103 million increased 2% on revenue of $1.28 billion, exceeding expectations • Year-to-date share repurchases total $231 million, reducing shares by 20 million, or approximately 10% of outstanding diluted shares • Provides full year operating income guidance of $255 to $265 million September 3, 2025 – PITTSBURGH – (BUSINESS WIRE) – American Eagle Outfitters, Inc.
What changed vs last quarter
- Guide midpoint vs latest-quarter revenue -92.0% computed from stated figures
Event summary
“The actions we have taken to better align inventory and strengthen execution laid the groundwork for our results this quarter
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Raised
Revenue: “Reports Second Quarter Fiscal 2025 Results • Second quarter operating income of $103 million increased 2% on revenue of $1.28 billion, exceeding expectations • Year-to-date share repurchases total $231 million, reducing shares by 20 million, or approximately 10% of outstanding diluted shares • Provides full year operating income guidance of $255 to $265 million September 3, 2025 – PITTSBURGH – (BUSINESS WIRE) – American Eagle Outfitters, Inc.”
Revenue — Raised (“increased”)
“Reports Second Quarter Fiscal 2025 Results • Second quarter operating income of $103 million increased 2% on revenue of $1.28 billion, exceeding expectations • Year-to-date share repurchases total $231 million, reducing shares by 20 million, or approximately 10% of outstanding diluted shares • Provides full year operating income guidance of $255 to $265 million September 3, 2025 – PITTSBURGH – (BUSINESS WIRE) – American Eagle Outfitters, Inc.”
Classified from the release's primary full-year outlook statement.
Capital allocation
Reports Second Quarter Fiscal 2025 Results • Second quarter operating income of $103 million increased 2% on revenue of $1.28 billion, exceeding expectations • Year-to-date share repurchases total $231 million, reducing shares by 20 million, or approximately 10% of outstanding diluted shares • Provides full year operating income guidance of $255 to $265 million September 3, 2025 – PITTSBURGH – (BUSINESS WIRE) – American Eagle Outfitters, Inc.
SEC original ↗American Eagle Outfitters Inc — Earnings release (8-K exhibit)EX-99Sep 3, 2025
Shareholder Returns During the second quarter, the company completed its $200 million accelerated share repurchase agreement (ASR), which in aggregate equated to the repurchase of approximately 18 million shares.
SEC original ↗American Eagle Outfitters Inc — Earnings release (8-K exhibit)EX-99Sep 3, 2025
Year-to-date, the company has completed $231 million in share repurchases, reducing shares by 20 million, roughly 10% of outstanding diluted shares.
SEC original ↗American Eagle Outfitters Inc — Earnings release (8-K exhibit)EX-99Sep 3, 2025
The company also paid $21 million via its quarterly cash dividend of $0.125 per share, bringing year-to-date cash dividends to $43 million.
SEC original ↗American Eagle Outfitters Inc — Earnings release (8-K exhibit)EX-99Sep 3, 2025
Capital Expenditures Capital expenditures totaled $71 million in the second quarter, bringing year-to-date spend to $133 million.
SEC original ↗American Eagle Outfitters Inc — Earnings release (8-K exhibit)EX-99Sep 3, 2025
The company continues to expect 2025 capital expenditures to be approximately $275 million.
SEC original ↗American Eagle Outfitters Inc — Earnings release (8-K exhibit)EX-99Sep 3, 2025
Strategy & priorities
We also operate Todd Snyder New York ("Todd Snyder"), a premium menswear brand, and Unsubscribed, which focuses on consciously made slow fashion.
SEC original ↗American Eagle Outfitters Inc — 10-Q Quarterly report10-QSep 10, 2026
In addition, ASC 820 establishes a three-tier fair value hierarchy, which prioritizes the inputs used in measuring fair value.
SEC original ↗American Eagle Outfitters Inc — 10-Q Quarterly report10-QSep 10, 2026
Risks & headwinds
The inventory cost increase largely reflected the impact of tariffs.
SEC original ↗American Eagle Outfitters Inc — Earnings release (8-K exhibit)EX-99Sep 3, 2025
Outlook The following outlook includes estimated tariffs based on the latest trade policies.
SEC original ↗American Eagle Outfitters Inc — Earnings release (8-K exhibit)EX-99Sep 3, 2025
, China or other countries have had, and may continue to have, on our product costs, as well as continued uncertainties with tariffs and other trade restrictions; the possibility that product costs may be affected by other foreign trade issues, such as currency exchange rate fluctuations, increasing prices for raw materials, supply chain issues, political instability or other reasons; challenges with information technology systems, including safeguarding against security breaches; changes to U.
SEC original ↗American Eagle Outfitters Inc — Earnings release (8-K exhibit)EX-99Sep 3, 2025
or other countries' trade policies and tariff and import/export regulations, including, without limitation, uncertainty with respect to the U.
SEC original ↗American Eagle Outfitters Inc — Earnings release (8-K exhibit)EX-99Sep 3, 2025
Legal Proceedings 46 Item 1A.
SEC original ↗American Eagle Outfitters Inc — 10-Q Quarterly report10-QSep 10, 2026
Because these forward-looking statements involve known and unknown risks and uncertainties, there are important factors that could cause our actual results to differ materially from those in the forward-looking statements.
SEC original ↗American Eagle Outfitters Inc — 10-Q Quarterly report10-QSep 10, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documentsEarnings releases
11 documentsPresentations
0 documentsNo presentations for American Eagle Outfitters Inc are held in this edition of the library.
Transcripts
0 documentsNo transcripts for American Eagle Outfitters Inc are held in this edition of the library.
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