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Company research7 May 2024
Companies That Had Their IPO in 1994: A Cautious Market
An overview of the year 1994 in the stock and IPO market, as the interest rates soared and the bond market collapsed.
American Eagle Outfitters
American Eagle Outfitters (AEO) investor relations material
American Eagle Outfitters Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary9 Sep, 2026
Executive summary
Second quarter revenue reached $1.38 billion, up 8% year-over-year, with total comparable sales increasing 6%, driven by 25% growth in Aerie and sequential improvement in American Eagle.
Operating income was $211 million, more than doubling year-over-year, aided by a significant net tariff refund benefit.
Net income attributable to shareholders rose 73% to $134 million, with diluted EPS increasing to $0.79 from $0.45.
The company completed the wind-down of Quiet Platforms, its third-party fulfillment business, with minimal impact on results.
Transition in CFO role, with Ravi Thanawala joining and Mike Mathias supporting the transition.
Financial highlights
Gross profit rose 34% to $672 million, with gross margin expanding 980 basis points to 48.7%, primarily due to $192 million in tariff refunds.
Operating margin improved to 15.3% from 8.0% year-over-year, with a $161 million net benefit from tariff refunds.
SG&A expenses increased 19% to $408 million, driven by higher compensation, incentive expenses tied to tariff refunds, and increased advertising.
Inventory at cost increased 14% year-over-year, with units up 9%, reflecting incremental tariffs and ongoing inventory rebalancing.
Cash and cash equivalents at quarter-end were $148 million; total liquidity was $783 million.
Outlook and guidance
Fiscal 2026 operating income expected in the range of $540–$550 million, including tariff refund benefits.
Third quarter comparable sales expected to grow mid- to high-single digits; Aerie and OFFLINE projected in the high teens to 20% range, American Eagle approximately flat.
Gross margin for Q3 expected to be similar to last year; full-year gross margin up year-over-year.
SG&A and depreciation/amortization projected to increase high-single to low-double digits for the year.
Management expects FY2026 capital expenditures of $250–$260 million, focused on store expansion, IT, e-commerce, and supply chain.
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Latest events from American Eagle Outfitters
- Aerie's 34% growth and margin gains drove record Q1 results; outlook remains strong.AEO
Q1 2027 - Shareholders will vote virtually on director election, auditor ratification, executive pay, and stock plan shares.AEOProxy filing
- Record revenue, operational recovery, and expanded equity plan headline this year's proxy.AEOProxy filing
- Record revenue, robust governance, and key charter amendments headline the 2026 proxy.AEOProxy filing
- Record Q4 revenue and Aerie growth drive strong profit and positive 2026 outlook.AEOQ4 2026
- Record Q3 results and raised guidance reflect strong Aerie growth and robust holiday demand.AEOQ3 2026
- Q3 2024 saw 3% comp growth, $124M adjusted operating income, and record Aerie revenue.AEOQ3 2025
- Q2 revenue and profit surged, driving a raised full-year outlook and strong brand momentum.AEOQ2 2025
- Income up 76% on 6% revenue growth, with robust brand and store innovation fueling momentum.AEOTD Cowen’s 8th Annual Future of the Consumer Conference
Next American Eagle Outfitters earnings date
Q3 20271 Dec, 2026
American Eagle Outfitters
Next American Eagle Outfitters earnings date
Q3 20271 Dec, 2026
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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.