AMERICAN EAGLE OUTFITTERS INC (AEO) Form 8-K — Sep 9, 2026
American Eagle Outfitters (NYSE: AEO) reported record second quarter fiscal 2026 revenue of $1.38 billion, up 8% year over year, with total comparable sales up 6%. Diluted EPS came in at $0.79 versus $0.45 last year. The quarter was significantly boosted by $196 million of IEEPA tariff refunds received, which drove a net $161 million operating income benefit; operating profit more than doubled to $211 million and gross margin expanded 980 basis points to 48.7%, with the refunds accounting for 1300 basis points of that expansion.
Key figures
- Eps
- 0.79
- Revenue
- 1380375000
- Guidance
- FY2026 operating income $540M-$550M (inclusive of net tariff refund benefit); FY comps +mid single digits; FY gross margin up YoY; FY D&A ~$215M; FY capex $250M-$260M; Q3 operating income $110M-$115M; Q3 comps +mid-to-high single digits; Q3 gross margin flat YoY; Q3 D&A $55M
- Net Income
- 134084000
- Total Debt
- 55000000
- Revenue Yoy
- 8%
- Total Assets
- 4278821000
- Cash Position
- 147954000
- Sga
- 408354000
- Sga yoy
- +19%
- Capex q2
- 66000000
- Inventory
- 817910000
- H1 revenue
- 2575660000
- Gross margin
- 48.7%, +980 bps YoY
- Gross profit
- 672064000
- Other income
- 13771000
- Diluted shares
- 170180000
- H1 diluted eps
- 0.92
- Comparable sales
- +6% total; Aerie +19%; American Eagle -1%
- Inventory change
- +14% at cost, units +9%
- Operating income
- 211405000
- Operating margin
- 15.3% vs 8.0% last year
- Dividend per share
- 0.125
- Interest expense net
- 47125000
- Stores end of period
- 1167
- Shareholder returns q2
- 21000000
- Tariff refunds received
- 196000000
- Merchandise margin change
- -330 bps
- Aerie offline revenue growth
- 25% (Q2 revenue $535.8M vs $429.1M)
- Tariff claim sale interest expense
- 45000000
- Tariff refund gross profit benefit
- 179000000
- Tariff refund net operating benefit
- 161000000
- Tariff refund incentive comp accrued
- 35000000
Price after filing
Close on the filing date to close N calendar days later (from $17.39). Historical, not a forecast.
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