Welcome to our dedicated page for AMERICAN EAGLE OUTFITTERS SEC filings (Ticker: AEO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
American Eagle Outfitters filings document the formal disclosures of a NYSE-listed specialty retailer with common stock trading under AEO. Recent 8-K reports cover quarterly and annual financial results, Regulation FD updates, fiscal outlooks and operating commentary for the American Eagle, Aerie and OFFL/NE brands, including comparable sales, channel performance, capital returns and restructuring charges tied to corporate efficiency actions.
Governance filings record annual meeting matters such as director elections, auditor ratification and advisory executive-compensation votes. The filings also identify the company’s common stock, par value and exchange listing, and provide disclosure around shareholder voting, capital structure and material events.
AMERICAN EAGLE OUTFITTERS INC director David M. Sable received a stock award. On July 1, 2026, he acquired 2,892 shares of common stock as a grant or award, with no purchase price reported. After this award, he directly holds 59,260.406 shares of common stock.
Spiegel Noel Joseph reported acquisition or exercise transactions in this Form 4 filing.
AMERICAN EAGLE OUTFITTERS INC director Noel Joseph Spiegel received a stock grant of 2,892 common shares. The award was recorded at a price of $0.00 per share, indicating it is compensation rather than a market purchase. Following this grant, Spiegel directly holds 2,892 shares of American Eagle common stock.
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 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 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 is asking stockholders to vote at its virtual-only 2026 annual meeting on June 26, 2026, including re-electing CEO Jay L. Schottenstein as a Class I director, ratifying EY as auditor, approving 2025 executive pay, and expanding the 2023 Stock Award and Incentive Plan.
Fiscal 2025 delivered record revenue of $5.5 billion, with Aerie up 12% to $1.9 billion and American Eagle at $3.4 billion, but operating income fell 47% and adjusted operating income declined 26% due to higher tariffs and heavier advertising.
The company generated $456 million in operating cash flow, invested $261 million in capital expenditures, and returned $341 million to stockholders through $85 million in dividends and $256 million of buybacks, including a $200 million accelerated share repurchase. AEO ended the year with about $240 million in cash and no debt, while the Board highlighted strong governance practices, a mostly independent six-member board after the meeting, and plans to add at least one new independent director in Fiscal 2026.
American Eagle Outfitters (AEO) filed a preliminary proxy for the June 26, 2026 virtual annual meeting, asking stockholders to elect a Class I director, approve certificate amendments, ratify EY as auditor, cast a Say-on-Pay vote, and approve an amendment to the 2023 Stock Award and Incentive Plan.
Fiscal 2025 produced record $5.5 billion revenue, with Aerie $1.9 billion and American Eagle $3.4 billion. Operating cash flow was $456 million, capital expenditures were $261 million, and the company returned $341 million to stockholders (including $256 million repurchases; 21 million shares repurchased). The Board approved a $200 million accelerated share repurchase program and reported $59 million of charges related to the Quiet Platforms wind-down. AEO reported approximately $240 million in cash and no debt.