AEO Inc. Reports First Quarter Fiscal 2026 Results
American Eagle Outfitters reported record first-quarter revenue of $1.2 billion, up 10% year-over-year, driven by a 25% comparable sales surge at its Aerie brand. The company turned an operating loss of $85 million in the prior year into a $28 million operating profit, beating internal guidance, while gross margin expanded 860 basis points to 38.2%.
Key figures
- Eps
- 0.14
- Revenue
- 1195285000
- Guidance
- FY26 operating income $390M-$410M (reaffirmed); Q2 operating income $45M-$50M
- Revenue Yoy
- 10%
- Ae comps
- -2%
- Inventory
- 816666000
- Aerie comps
- 25%
- Total comps
- 8%
- Gross margin
- 38.2%
- Gross profit
- 456172000
- Buyback value
- 53000000
- Operating income
- 28226000
- Dividend per share
- 0.125
- Shares repurchased
- 3000000
AI analysis
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