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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 (AEO) investor relations material
American Eagle Outfitters Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary2 Dec, 2025
Executive summary
Record third quarter revenue of $1.4 billion, up 6% year-over-year, driven by double-digit comparable sales growth at Aerie and positive growth at American Eagle, exceeding expectations.
Operating income reached $113 million, exceeding guidance, with adjusted operating income at $124 million.
Diluted EPS of $0.53 increased 10% compared to last year’s adjusted EPS, and 29% year-over-year.
Positive comparable sales growth of 4%, with Aerie up 11% and American Eagle up 1%.
Strong momentum continued into Q4, with a record-breaking Thanksgiving weekend and robust holiday season start.
Financial highlights
Gross profit rose 5% to $552 million; gross margin declined 40 bps to 40.5% due to $20 million in tariff costs.
SG&A increased 10% from higher advertising investment, totaling $386 million.
CapEx for Q3 was $70 million; year-to-date $202 million, with full-year guidance at $275 million.
Ended the period with $113 million in cash and total liquidity of $560 million.
Net income for the quarter was $91 million, up from $80 million a year ago.
Outlook and guidance
Q4 comp sales expected to grow 8–9%, with Aerie in the high teens and AE in low to mid-single digits.
Q4 operating income guidance raised to $155–$160 million, including $50 million in incremental tariff costs.
Full-year adjusted operating income guidance increased to $303–$308 million, up from prior $255–$265 million.
Comparable sales for the year expected to be up low single digits.
Tax rate for Q4 projected at approximately 28%.
Purpose of new $210M long-term debt
Inventory growth vs. sales growth justification
How are tariffs impacting future gross margin
Tariff mitigation strategy for gross margin
Aerie's long-term market share growth strategy
Resolving AE women's denim out-of-stocks
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Next American Eagle Outfitters earnings date
Q4 20264 Mar, 2026
Next American Eagle Outfitters earnings date
Q4 20264 Mar, 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.
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