NYSE$AEO
American Eagle Outfitters Inc · Q2 2025 earnings
Q2 2025 earnings · · After market close · Investor relations
Briefing
American Eagle reported Q2 2025 results with slight revenue decline but stronger earnings driven by margin improvements and cost control.
American Eagle Outfitters delivered solid results for Q2 FY2025, achieving its second highest Q2 revenue ever despite a slight year-over-year decline. Improved merchandise margins, lower markdowns, and effective expense management contributed to a rise in EPS and operating income.
Headline financials
Revenue & EPS history
American Eagle · Revenue · Quarterly
$1.28B
Forward guidance
AEO expects Q3 and Q4 2025 comparable sales to grow in the low single digits, but gross margin to decline year-over-year. Full-year operating income is guided at $255–$265 million (adjusted).
Tailwinds
- Q3 comparable sales expected to grow low single digits.
- Q4 comparable sales expected to grow low single digits.
- Operating income guidance for FY25 at $255M–$265M.
- Full-year SG&A dollars expected to increase YoY to support growth.
- Marketing campaigns are driving stronger customer engagement.
Headwinds
- Gross margin expected to decline YoY across Q3, Q4, and full year.
- SG&A expected to be up high single digits in Q3.
- Tariff impacts contributing to higher inventory costs.
- Expected continued pressure on merchandise margins.
- Operating income excludes $17M in impairment/restructuring charges.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q2 2025
-0.0%
Avg return
Earnings day
-1.3%
Avg return
5 days after
-2.2%
Avg return
30 days after
41%
26 / 64 earnings
Positive
+37.9%
Q2 2025
Best reaction
-17.1%
Q3 2014
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | — | — | — | |
| Q4 2025 | +5.9% | -16.4% | -25.0% | |
| Q3 2025 | +15.2% | +7.6% | +26.5% | |
| Q2 2025 | +37.9% | +32.2% | +24.4% | |
| Q1 2025 | -2.1% | -8.2% | -11.6% | |
| Q4 2024 | -4.1% | +5.8% | -7.1% | |
| Q3 2024 | -11.6% | -11.2% | -13.8% | |
| Q2 2024 | -5.2% | -9.7% | +1.2% | |
| Q1 2024 | -7.0% | -7.1% | -16.5% | |
| Q4 2023 | -4.9% | -4.6% | +4.5% | |
| Q3 2023 | -15.0% | -15.7% | +6.3% | |
| Q2 2023 | -2.3% | -7.6% | -5.5% | |
| Q1 2023 | -8.0% | -6.9% | -0.7% | |
| Q4 2022 | -0.5% | -5.5% | -6.5% | |
| Q3 2022 | +21.5% | +21.5% | +11.0% | |
| Q2 2022 | -6.2% | -1.4% | -6.9% | |
| Q1 2022 | -3.5% | -10.7% | -4.7% | |
| Q4 2021 | -5.6% | -19.4% | -21.7% | |
| Q3 2021 | +2.7% | -2.4% | -15.3% | |
| Q2 2021 | -10.5% | -11.9% | -13.0% | |
| Q1 2021 | +8.1% | +6.5% | +13.0% | |
| Q4 2020 | +10.3% | +17.8% | +15.8% | |
| Q3 2020 | +1.7% | +1.8% | +9.1% | |
| Q2 2020 | -0.2% | +12.3% | +16.0% | |
| Q1 2020 | +19.8% | +26.9% | +7.1% | |
| Q4 2019 | -5.7% | -13.2% | -46.3% | |
| Q3 2019 | -1.9% | -3.2% | -6.4% | |
| Q2 2019 | +0.1% | +4.0% | -8.5% | |
| Q1 2019 | -5.1% | -9.5% | -7.5% | |
| Q4 2018 | +4.0% | +3.1% | +11.7% | |
| Q3 2018 | +0.4% | -6.9% | -1.8% | |
| Q2 2018 | -10.0% | -4.8% | -9.0% | |
| Q1 2018 | -0.2% | +6.1% | +2.8% | |
| Q4 2017 | -5.0% | -5.3% | +2.3% | |
| Q3 2017 | +3.9% | +9.4% | +12.1% | |
| Q2 2017 | +8.8% | +11.6% | +23.6% | |
| Q1 2017 | -16.0% | -14.0% | -10.6% | |
| Q4 2016 | -5.0% | -8.3% | -11.5% | |
| Q3 2016 | -11.5% | -10.5% | -19.8% | |
| Q2 2016 | -1.3% | -2.3% | -1.7% | |
| Q1 2016 | +14.3% | — | — | |
| Q4 2015 | -2.5% | — | — | |
| Q3 2015 | -2.9% | — | — | |
| Q2 2015 | -10.1% | — | — | |
| Q1 2015 | +4.6% | — | — | |
| Q4 2014 | +10.3% | — | — | |
| Q3 2014 | -17.1% | — | — | |
| Q2 2014 | +14.9% | — | — | |
| Q1 2014 | -4.9% | — | — | |
| Q4 2013 | -1.5% | — | — | |
| Q3 2013 | -9.5% | — | — | |
| Q2 2013 | -7.1% | — | — | |
| Q1 2013 | -1.0% | — | — | |
| Q4 2012 | -9.5% | — | — | |
| Q3 2012 | +8.8% | — | — | |
| Q2 2012 | +5.1% | — | — | |
| Q4 2009 | -1.5% | — | — | |
| Q1 2011 | +0.3% | — | — | |
| Q1 2012 | -0.6% | — | — | |
| Q4 2011 | -1.6% | — | — | |
| Q3 2010 | +1.1% | — | — | |
| Q3 2011 | +1.1% | — | — | |
| Q4 2010 | +5.5% | — | — | |
| Q2 2010 | +5.5% | — | — | |
| Q2 2011 | +5.5% | — | — |
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