American Eagle Outfitters (AEO) shares Q4 2025 revenue update in press release

Rhea-AI Filing Summary

American Eagle Outfitters, Inc. filed a current report to share that it has issued a press release under Regulation FD. On January 12, 2026, the company announced its fourth quarter 2025 revenue performance to date and updated its expectations for the full fourth quarter of 2025. The detailed figures and outlook are provided in the press release, which is included as Exhibit 99.1.

The company also reminds readers that the press release contains forward-looking statements, which involve risks and uncertainties. These risks are described in its Annual Report on Form 10-K for the year ended February 1, 2025 and subsequent Quarterly Reports on Form 10-Q available from the SEC and the company’s website.

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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report

(Date of earliest event reported)

January 12, 2026

AMERICAN EAGLE OUTFITTERS INC

(Exact name of Registrant as Specified in Its Charter)

Delaware			1-33338	13-2721761
(State or Other Jurisdiction of Incorporation)			(Commission File Number)	(IRS Employer Identification No.)
77 Hot Metal Street
Pittsburgh, Pennsylvania				15203-2329
(Address of Principal Executive Offices)				(Zip Code)

Registrant’s Telephone Number, Including Area Code: (412) 432-3300

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Common Stock, $0.01 par value		AEO		New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01 Regulation FD Disclosure.

On January 12, 2026, American Eagle Outfitters, Inc. (the “Company”) issued a press release announcing 2025 fourth quarter-to-date revenue amongst other things, and updating its fourth quarter 2025 expectations. A copy of the press release is attached hereto as Exhibit 99.1.

This Current Report on Form 8-K (including the Exhibits hereto) contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on the current beliefs and expectations of the Company’s management and are subject to significant risks and uncertainties. Actual results may differ from those set forth in the forward-looking statements. Factors that could cause actual results to differ materially from those described in the forward-looking statements can be found in our Annual Report on Form 10-K for the year ended February 1, 2025, and in any subsequently-filed Quarterly reports on Form 10-Q, which have been filed with the Securities and Exchange Commission and are available on our website and on the Securities and Exchange Commission’s website (www.sec.gov). The Company does not undertake to update the forward-looking statements to reflect the impact of circumstances or events that may arise after the date of the forward-looking statements.

Item 9.01 Financial Statements and Exhibits.

Exhibit Number		Description
99.1		Press release dated January 12, 2026
104		Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

			AMERICAN EAGLE OUTFITTERS, INC. (Registrant)
Date:	January 12, 2026	By:	/s/ Michael A. Mathias
			Michael A. Mathias Executive Vice President, Chief Financial Officer

FAQ

What did American Eagle Outfitters (AEO) disclose in this 8-K filing?

American Eagle Outfitters, Inc. disclosed that it issued a press release on January 12, 2026 providing information on 2025 fourth quarter-to-date revenue and updating its expectations for the fourth quarter of 2025. The full text of that release is included as Exhibit 99.1.

Does this American Eagle Outfitters (AEO) filing include fourth quarter 2025 revenue numbers?

The filing states that the company announced its 2025 fourth quarter-to-date revenue and updated expectations, but the specific figures are contained in the attached press release (Exhibit 99.1), not in the body of this report.

Why did American Eagle Outfitters (AEO) use Item 7.01 Regulation FD Disclosure?

The company used Item 7.01 Regulation FD Disclosure because it was providing investors with an update on 2025 fourth quarter-to-date revenue and its outlook for the fourth quarter of 2025, ensuring broad, fair disclosure of this information.

What forward-looking statement warnings does American Eagle Outfitters (AEO) provide?

The company notes that its statements about expectations are forward-looking statements subject to significant risks and uncertainties. It points readers to its Form 10-K for the year ended February 1, 2025 and subsequent Forms 10-Q filed with the SEC for a discussion of factors that could cause actual results to differ materially.

Which exhibits are attached to this American Eagle Outfitters (AEO) 8-K?

The filing lists Exhibit 99.1, which is the press release dated January 12, 2026, and Exhibit 104, the cover page interactive data file embedded within the Inline XBRL document.

Who signed this American Eagle Outfitters (AEO) current report?

The report was signed on behalf of American Eagle Outfitters, Inc. by Michael A. Mathias, who is the company’s Executive Vice President and Chief Financial Officer.