Every 8-K 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 8-K covers material events a company has to report between its quarterly 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) reported strong second quarter fiscal 2026 results with total net revenue of $1.38 billion, up 8% and total comparable sales up 6% versus a year ago. Aerie posted 25% revenue growth with 19% comparable sales growth, while American Eagle comparable sales decreased 1%.
Gross profit rose to $672 million and gross margin expanded to 48.7%, largely driven by a $196 million IEEPA tariff refund, which provided a $161 million net operating income benefit. Operating income increased to $211 million and diluted EPS to $0.79. Management updated fiscal 2026 operating income guidance to $540–$550 million, including the tariff refund benefit, and expects third quarter operating income of $110–$115 million with mid-to-high single-digit comparable sales growth.
American Eagle Outfitters, Inc. announced a planned chief financial officer transition and reaffirmed its second quarter and full-year fiscal 2026 guidance. Mike Mathias will step down as Executive Vice President and Chief Financial Officer on August 3, 2026, becoming a full-time Strategic Advisor to CEO Jay Schottenstein through July 30, 2027. The Board appointed Ravi Thanawala, formerly a senior finance leader at Papa John’s and Nike, as the new Executive Vice President, Chief Financial Officer and Principal Financial Officer effective the same date.
Thanawala’s offer package includes a $1,000,000 annual base salary, an annual bonus opportunity targeted at 100% of salary and capped at 200%, and 2026 equity grants consisting of a $750,000 stock option award, $500,000 in time-based restricted stock units, and $1,250,000 in performance-based restricted stock units with payout ranging from 0% to 150% of target over three years. He will also receive a $1,000,000 cash sign-on bonus paid in two installments, subject to repayment conditions, and restricted stock units valued at $1,500,000 that vest over two years. Mathias will remain a full-time employee during the transition, retaining salary, benefits and a 2026 bonus opportunity, and will be treated as retired for outstanding equity upon departure under specified conditions.
American Eagle Outfitters, Inc. stockholders approved changes to the 2023 Stock Award and Incentive Plan at the annual meeting. The amended and restated plan adds 9,680,000 shares for future equity awards, extends the plan’s term from 2033 to 2036, and raises the annual award cap for non-employee directors from $750,000 to $1,000,000.
As of the May 1, 2026 record date, 167,524,666 common shares were outstanding and entitled to vote, and 151,865,455 shares were represented, establishing a quorum. Stockholders elected Jay L. Schottenstein as a Class I director, ratified EY as independent registered public accounting firm for the fiscal year ending January 30, 2027, and approved 2025 executive compensation on an advisory basis.
American Eagle Outfitters amended its senior secured asset-based revolving credit facility, which provides up to $700 million of borrowing capacity. The amendment extends the facility’s maturity from June 24, 2027, to June 4, 2031, giving the company a longer liquidity runway.
Interest on borrowings now accrues, at the company’s election, at an adjusted SOFR rate of SOFR plus a margin ranging from 1.250% to 1.500% or at an alternate base rate plus a margin ranging from 0.250% to 0.500%, with margins tied to average borrowing availability.
American Eagle Outfitters reported a strong turnaround in first-quarter fiscal 2026. Total net revenue reached $1.2 billion, up 10% year over year, with comparable sales up 8%. Aerie drove growth, posting 25% comparable sales growth and surpassing $2 billion in trailing 12‑month revenue.
Profitability improved sharply as gross profit rose 41% to $456 million and gross margin expanded to 38.2%, helped by lapping a prior $75 million inventory write-down. The company generated operating income of $28 million versus a loss last year, and diluted EPS was $0.14 compared with a $0.36 loss. Management reiterated full-year 2026 operating income guidance of $390 to $410 million, while returning $74 million to shareholders through buybacks and dividends.
American Eagle Outfitters reported a record fourth quarter but a weaker full year, while setting higher profit goals for 2026. Fourth quarter 2025 net revenue rose 10% to $1.8 billion, with comparable sales up 8%. Aerie comps jumped 23% and American Eagle comps grew 2%, driving adjusted operating income up 27% to $180 million and adjusted diluted EPS to $0.84 from $0.54.
Despite the strong finish, fiscal 2025 net revenue grew a modest 3% to $5.5 billion and adjusted operating income declined to $328 million from $445 million, with adjusted diluted EPS down to $1.50 from $1.74. The company returned $341 million to shareholders through $256 million of share repurchases and $85 million in dividends, and guided fiscal 2026 operating income to $390–$410 million with mid-single-digit comparable sales growth.
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.
American Eagle Outfitters, Inc. reported its financial results for the third quarter ended November 1, 2025, through a press release dated December 2, 2025. The company furnished this update in connection with a current report under the Results of Operations and Financial Condition item. The press release, included as Exhibit 99.1, contains the detailed third-quarter performance information and related commentary from management.
The company also included standard cautionary language about forward-looking statements, noting that actual results may differ from expectations due to various risks described in its Annual Report for the year ended February 1, 2025 and subsequent quarterly reports. The third-quarter results announcement is provided as supplemental information and is not deemed filed for liability purposes under the securities laws unless specifically incorporated by reference.
American Eagle Outfitters, Inc. filed a current report to furnish a press release announcing its financial results for the second quarter ended August 2, 2025. The press release is included as Exhibit 99.1, while an Inline XBRL cover page is provided as Exhibit 104.
The company states that the information provided under this item, including the exhibits, is being furnished rather than filed, which affects how it is treated under securities laws. The document also includes a standard caution that the press release contains forward-looking statements subject to significant risks and uncertainties, and refers readers to the company’s annual and quarterly reports for a discussion of risk factors.