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 EVP and CFO Ravi Thanawala received equity awards on 2026-08-03. He was granted 83,940 restricted stock units that vest 50% per year beginning on the first anniversary of grant and 27,980 restricted stock units that vest in three equal annual installments from the first anniversary, with each unit representing a contingent right to one share. He also received a stock option covering 105,485 shares at an exercise price of $17.8700 per share, vesting one-third per year from the first anniversary of grant and expiring on 2033-08-03.
AMERICAN EAGLE OUTFITTERS INC reports that Ravi Thanawala, serving as EVP and CFO, has filed a Form 3 as a reporting officer. The filing does not list any reportable stock transactions or current holdings and includes an Exhibit 24 Power of Attorney authorizing SEC reporting actions.
Spiegel Noel Joseph reported acquisition or exercise transactions in this Form 4 filing.
American Eagle Outfitters director Noel Joseph Spiegel received a grant of 1,290 share units on 2026-07-24 as dividend equivalent rights on previously awarded share units. Each share unit is economically equivalent to one share of common stock and becomes payable upon his termination of board service, bringing his total to 176,764 share units.
Sable David M. reported acquisition or exercise transactions in this Form 4 filing.
American Eagle Outfitters director David M. Sable received a grant of 349 share units on July 24, 2026, as a derivative award tied to common stock. Each share unit is economically equivalent to one common share and becomes payable when his board service ends, bringing his total share units to 47,782.
American Eagle Outfitters Inc. director Janice E. Page reported a grant of 27.0000 Share Units on 2026-07-24. According to the disclosure, each share unit has the economic equivalent of one share of common stock and becomes payable upon her termination of service as a director.
The 27 share units represent dividend equivalent rights accrued on previously awarded share units. Following this award, Page now holds a reported total of 3713.0000 Share Units, which includes units acquired pursuant to a special dividend and earlier accrued dividend equivalent rights.
MCMILLAN CARY D reported acquisition or exercise transactions in this Form 4 filing.
AMERICAN EAGLE OUTFITTERS INC director Cary D. McMillan reported an automatic grant of 1,344 share units on 2026-07-24. Each unit is economically equivalent to one share of common stock and represents dividend equivalent rights on prior awards, payable when his board service ends. After this accrual, he directly holds 184,173 share units, including units from a special dividend and earlier dividend-equivalent accruals.
HENRETTA DEBORAH A reported acquisition or exercise transactions in this Form 4 filing.
American Eagle Outfitters director Deborah A. Henretta received a grant of 669 share units on July 24, 2026. Each share unit is economically equivalent to one share of common stock and becomes payable when she terminates board service. Following this award, she directly holds 91,766 share units, including units from prior dividend-equivalent accruals.
American Eagle Outfitters Inc. executive chairman and CEO Jay L. Schottenstein reported an acquisition of 1,889 Dividend Equivalent Rights on July 24, 2026. These rights accrued on previously awarded RSUs and are each economically equivalent to one share of common stock, bringing his reported Dividend Equivalent Rights holdings to 8,717.
Mathias Michael A. reported acquisition or exercise transactions in this Form 4 filing.
American Eagle Outfitters EVP and CFO Michael A. Mathias received a grant of 369 dividend equivalent rights on July 24, 2026. These rights accrued on previously awarded RSUs, vest proportionately with those RSUs, are economically equivalent to common stock, and increase his directly held dividend equivalent rights to 1,713.