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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
Third quarter revenue reached a record $1.4 billion, up 6% year-over-year, with Aerie delivering 11–12% comparable sales growth and American Eagle up 1–3%.
Operating income was $113 million, up 6% year-over-year and exceeding guidance, with diluted EPS of $0.53, a 10–29% increase year-over-year.
Strong digital channel and marketing campaigns drove customer acquisition and loyalty, with over a million new loyalty members.
Share repurchases totaled $231 million year-to-date, reducing diluted shares outstanding by 12%; dividends paid totaled $64 million.
Robust holiday momentum continued into Q4, with a record-breaking Thanksgiving weekend and strong start to the season.
Financial highlights
Gross profit rose 5% to $552 million, with gross margin at 40.5%, down 40 basis points year-over-year due to $20 million in tariff costs.
SG&A expense increased 10% from higher advertising investment; net income for the quarter was $91 million, up 14% year-over-year.
CapEx for Q3 was $70 million; year-to-date $202 million, with full-year guidance at $275 million.
Inventory ended up 11% at $891 million, reflecting higher demand and new store openings.
Cash and cash equivalents at quarter-end were $113 million, with total liquidity of $560 million and $210 million in outstanding borrowings.
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; full-year comp sales projected up low single digits.
Q4 operating income guidance raised to $155–$160 million, including $50 million in incremental tariff costs; full-year adjusted operating income expected at $303–$308 million.
SG&A to increase low to mid-single digits, mainly from advertising; tax rate estimated at 28%.
CapEx to remain elevated due to store investments, IT, e-commerce, and design center relocation.
Management expects sufficient liquidity to fund operations and capital needs for the next twelve months and beyond.
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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