Every 10-Q that American Eagle Outfitters (AEO) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow AEO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AEO filings page.
American Eagle Outfitters, Inc. (AEO) reports sharply stronger results for the 13 and 26 weeks ended August 1, 2026, with both its American Eagle and Aerie segments contributing to growth. Total net revenue for the quarter was $1.38 billion, up from $1.28 billion a year earlier, and operating income more than doubled to $211.4 million from $103.1 million. For the first half of Fiscal 2026, revenue rose to $2.58 billion from $2.37 billion, while operating income increased to $239.6 million from $17.9 million, reflecting margin improvement and the absence of prior-year impairment and restructuring charges.
Net income attributable to AEO reached $134.1 million for the quarter and $157.6 million year-to-date, compared with $77.6 million and $12.7 million in the prior-year periods; diluted EPS was $0.79 for the quarter and $0.92 year-to-date. Results were significantly aided by tariff refunds: the company had historically paid about $192 million of IEEPA tariffs and, during the first half, submitted $189.8 million of refund claims, receiving $195.7 million including interest. Of this, $191.9 million reduced cost of sales and $3.8 million reduced SG&A expense. Operating cash flow improved to $116.3 million year-to-date versus a use of cash in the prior year, even as AEO invested $127.6 million in capital expenditures and ended the period with $148.0 million in cash and $55.0 million drawn on its $700 million revolving credit facility.
American Eagle Outfitters returned to profitability for the 13 weeks ended May 2, 2026. Total net revenue rose to $1.195 billion, up 10% from $1.090 billion. Aerie drove growth with 34% higher revenue and a 25% comparable sales increase, while American Eagle revenue declined 2% with comparable sales down 2%.
Gross profit increased 41% to $456.2 million, and gross margin improved to 38.2% from 29.6%, helped by higher sales, lower occupancy burden and the absence of a prior-year $75 million inventory write-down. Operating results swung from an operating loss of $85.2 million to operating income of $28.2 million, with diluted earnings per share improving to $0.14 from a loss of ($0.36).
Cash used in operating activities was $65.2 million, and cash and cash equivalents declined to $103.3 million from $238.9 million at the beginning of the period. Long-term debt under the revolving credit facility was $85.0 million, and merchandise inventory increased to $816.7 million. Management highlights ongoing macroeconomic, inflation and tariff-related risks but continues to emphasize omni-channel investments and disciplined cost control.
American Eagle Outfitters, Inc. reported higher results for the 13 weeks ended November 1, 2025. Total net revenue rose to $1,362,701,000 from $1,289,094,000 a year earlier, while net income increased to $91,344,000 from $80,019,000. Basic earnings per share grew to $0.54 from $0.42, reflecting both stronger profitability and a lower share count.
For the 39-week period, revenue was $3,735,976,000, roughly flat with $3,724,019,000 in the prior year, but net income declined to $104,078,000 from $225,034,000, partly due to prior-year strength and current-year impairment and restructuring charges of $17,119,000. Operating income for the 13-week period improved to $112,574,000, helped by higher gross profit.
Cash and cash equivalents were $112,830,000 at November 1, 2025, down from $308,962,000 at February 1, 2025, as the company funded $202,226,000 of capital expenditures and a $200,000,000 accelerated share repurchase. The company had $210,000,000 outstanding under its $700,000,000 revolving credit facility and generated $40,289,000 in net cash from operating activities year-to-date.
American Eagle Outfitters (AEO) reported mixed quarterly results with modest revenue decline but improved profitability. Total revenue was $1.284 billion, down 1% from $1.291 billion a year earlier, as American Eagle sales fell 3% while Aerie rose 3%. Gross profit was $500 million, representing 38.9% of revenue and improving 30 basis points year-over-year. Operating income was $103 million, up 2% and 8.0% of revenue. Diluted EPS rose to $0.45 from $0.39 a year ago for the 13 weeks ended August 2, 2025. Year-to-date the company repurchased $231 million of stock (20.4 million shares), reducing diluted shares by ~10%. The company plans ~5–15 new American Eagle stores, ~30 Aerie/OFFLINE stores, ~90–100 remodels, and potential net closures of ~35–40 American Eagle leases in Fiscal 2025. The filing lists numerous operational and macro risks and notes impairment and restructuring charges totaling impairments to operating lease ROU assets and fixed assets.