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American Eagle Outfitters (AEO) investor relations material
American Eagle Outfitters Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary3 Sep, 2025
Executive summary
Second quarter revenue was $1.28 billion, the second highest ever for Q2, with operating income up 2% to $103 million and diluted EPS up 15% to $0.45 year-over-year.
Stronger demand, lower promotional activity, and disciplined expense management led to margin stabilization and results above expectations.
Aerie delivered 3% comparable sales growth and record Q2 revenue, while American Eagle comps declined 3% but saw improved demand in key categories.
Key marketing campaigns drove record new customer acquisition, 40 billion impressions, and strong brand momentum.
Year-to-date share repurchases totaled $231 million, reducing outstanding shares by 10% and supporting EPS growth.
Financial highlights
Total net revenue for Q2 was $1.28 billion, down 1% year-over-year; comparable sales decreased 1%.
Gross profit was $500 million, with a gross margin of 38.9%, up 30 basis points year-over-year.
Operating income for the quarter was $103 million (8.0% of revenue); net income was $77.6 million, with net margin at 6.0%.
SG&A expenses were $342 million, down 1% year-over-year and flat as a rate of sales.
Inventory increased 8% to $718 million, mainly due to tariffs.
Outlook and guidance
Q3 and Q4 comparable sales expected up low single digits; Q3 operating income guidance: $95–$100 million, Q4: $125–$130 million.
Full-year adjusted operating income guidance is $255–$265 million, excluding $17 million in Q1 impairment and restructuring charges.
SG&A expected to increase high single digits in Q3 (mainly advertising), but flat or slightly down in Q4.
CapEx for Q2 was $71 million, with year-to-date spend at $133 million; full-year CapEx expected at $275 million.
Tax rate expected at approximately 25% for the remainder of the year.
What is the expected tariff impact on gross margin?
How do marketing campaigns drive comp sales?
Why is gross margin expected to decline YoY?
What is the tariff impact outlook for next year?
How to convert new customers to repeat buyers?
Detail the Aerie intimates growth strategy
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Next American Eagle Outfitters earnings date
Q3 20263 Dec, 2025
Next American Eagle Outfitters earnings date
Q3 20263 Dec, 2025
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Frequently asked questions
American Eagle Outfitters, Inc. operates as a specialty retailer that provides clothing, accessories, and personal care products under the American Eagle and Aerie brands. It offers jeans, and jogger pants, sweaters, fleece, outerwear, graphic T-shirts, Henley's, watches, jewelry, handbags and other accessories for men and women; and bra tops and bottoms, as well as sweatshirts for girls. The company also provides bikini tops and bottoms; swim cover-ups; pajamas; capris and shorts; socks, tights, leggings; and scarves and gloves. In addition it offers bras in various styles comprising push-up bras, lightly lined bras. American Eagle Outfitters, Inc. was founded in 1977 and is headquartered in Pittsburgh, Pennsylvania.
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