AEO · American Eagle Outfitters, Inc.

Summary

American Eagle Outfitters, Inc. reported strong Q4 FY2025 results with total net revenue of $1.8 billion, up 10%, and adjusted operating profit of $180 million, up 27%, alongside FY2026 guidance of $390-410 million operating income. The filing includes balance sheet data as of January 31, 2026, and details on share repurchases and dividends.

Key takeaways

• Q4 FY2025 revenue $1.8B +10% YoY, comp sales +8%
• Aerie comps +23%, American Eagle comps +2%
• Adjusted Q4 operating profit $180M +27%, margin 10.2% +130bps
• FY2025 revenue $5.5B +3%, adjusted operating income $328M
• Returned $341M to shareholders in FY2025 ($256M repurchases, $85M dividends)
• FY2026 operating income guidance $390-410M, capex $250-260M