NYSE$AEO
American Eagle Outfitters Inc · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
American Eagle Q4 2025 Earnings Report
American Eagle Outfitters delivered a record fourth quarter with a 10% revenue increase and strong comparable sales growth of 8%. Performance was led by Aerie's 23% comp growth and a return to positive growth for the American Eagle brand. Despite a $50 million tariff impact, the company achieved significant adjusted operating margin expansion through cost efficiencies and SG&A leverage.
- Total revenue reached a record $1.8 billion for the quarter, up 10% year-over-year.
- Aerie continued its high-growth trajectory with a 23% increase in comparable sales.
- Adjusted operating profit rose 27% to $180 million, expanding adjusted operating margin by 130 basis points to 10.2%.
- The company is exiting its Quiet Platforms third-party logistics business, resulting in significant impairment and restructuring charges.
Headline financials
Revenue & EPS history
American Eagle · Revenue · Quarterly
$1.76B
Forward guidance
AEO expects continued growth in Fiscal 2026 with mid-single digit comparable sales growth and operating income between $390 million and $410 million.
Tailwinds
- Fiscal 2026 operating income guidance of $390 to $410 million.
- Expected mid-single digit comparable sales growth for the full year.
- First quarter 2026 comparable sales expected to be up high-single digits.
- Gross margin expected to be up year-over-year in both Q1 and FY2026.
- Continued focus on corporate savings and operational efficiencies.
Headwinds
- SG&A expenses expected to increase 10% in Q1 2026.
- Full year SG&A expected to increase mid-single digits.
- Guidance includes continued impact from tariffs reflecting 2025 guidelines.
- Planned capital expenditures of $250 to $260 million.
- Depreciation and amortization expected to be $225 million for the full year.
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 Q4 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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