American Eagle Outfitters
Sells American Eagle denim and Aerie intimates, activewear, and swim across stores and digital channels.
Something off on this page? Send us feedback.
Profile
Sells jeans, casual apparel, intimates, activewear, and swimwear through American Eagle, Aerie, and OFFLINE, with smaller Todd Snyder and Unsubscribed brands. Revenue comes mainly from company-operated stores and e-commerce in North America, supplemented by licensed stores and marketplaces abroad.
Runs a specialty apparel portfolio led by American Eagle and Aerie. American Eagle centers on jeans, casual clothing, and accessories; Aerie and OFFLINE by Aerie cover intimates, apparel, activewear, and swim. Todd Snyder adds premium menswear, while Unsubscribed focuses on consciously made slow fashion. Sales flow directly through stores, brand websites, and concession shops.
Operates company-run stores in the United States, Canada, and Mexico, while license partners extend American Eagle and Aerie through stores and online marketplaces across Asia, Europe, Latin America, and the Middle East. Brand differentiation rests on American Eagle's jeans and casual-outfitting franchise and Aerie's broader intimates-to-activewear assortment. Demand is seasonal and fashion-sensitive, while merchandise supply depends on third-party factories, imports, and tariffs. After closing Quiet Platforms' third-party fulfillment business, operations are centered on branded retail.
Company facts
Key statistics
Year to date −36.0% · Average volume (30d) 4.3M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 6, 2026 | Morgan Stanley | Target | $23 | $18 | ||
| Jun 1, 2026 | Goldman Sachs | Target | $25 | $22 | ||
| May 29, 2026 | Telsey Advisory | Target | $28 | $20 | ||
| May 29, 2026 | UBS | Reiterate | Buy | $31 | $16 | |
| May 6, 2026 | Barclays | Upgrade | Underweight | Equal Weight |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| May 28, 2026Q1 FY26 | $0.11 | $0.14 | +27.3% | $1.18B | $1.20B | +0.9% | −11.83% |
| Mar 4, 2026Q4 FY25 | $0.71 | $0.50 | −29.6% | $1.74B | $1.76B | +1.2% | −13.90% |
| Dec 2, 2025Q3 FY25 | $0.44 | $0.53 | +21.2% | $1.32B | $1.36B | +3.0% | +15.07% |
| Sep 3, 2025Q2 FY25 | $0.20 | $0.45 | +125.0% | $1.30B | $1.28B | −0.9% | +37.96% |
Financial highlights
| 12 quarters | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.60B | $1.09B | $1.28B | $1.36B | $1.76B | $1.20B | |
| Gross profit | $543.9M | $270.7M | $445.3M | $498.9M | $598.4M | $404.7M | |
| Operating income | $142.3M | −$68.1M | $103.1M | $112.6M | $180.2M | $28.2M | |
| Net income | $104.3M | −$64.9M | $77.6M | $91.3M | $87.9M | $23.5M | |
| Diluted EPS | $0.54 | −$0.36 | $0.45 | $0.53 | $0.50 | $0.14 | |
| Gross margin | 33.9% | 24.8% | 34.7% | 36.6% | 34.0% | 33.9% | |
| Operating margin | 8.9% | -6.2% | 8.0% | 8.3% | 10.2% | 2.4% |
Fiscal years (4-quarter sums)FY21 $5.01B · FY22 $4.99B · FY23 $5.26B · FY24 $5.33B · FY25 $5.50B
Revenue by product · Q1 FY26
Revenue by geography · Q1 FY26
Balance sheet, May 2, 2026Cash & short-term investments $103.3M · Total debt $1.87B · Total assets $4.08B · Shareholders' equity $1.64B
Dividends
Raised for 2 straight years — most recently to $0.125 from $0.10 in Jan 2024. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jul 10, 2026 | Jul 10 | Jul 24 | $0.125 | |
| Apr 10, 2026 | Apr 10 | Apr 24 | $0.125 | |
| Jan 9, 2026 | Jan 9 | Jan 23 | $0.125 | |
| Oct 10, 2025 | Oct 10 | Oct 29 | $0.125 | |
| Jul 11, 2025 | Jul 11 | Jul 25 | $0.125 | |
| Apr 11, 2025 | Apr 11 | Apr 25 | $0.125 | |
| Jan 10, 2025 | Jan 10 | Jan 24 | $0.125 | |
| Oct 11, 2024 | Oct 11 | Oct 30 | $0.125 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 167.57M · Float 155.80M · 93.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 26.66M | 15.91% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 11.75M | 7.01% | 13F | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 10.25M | 6.12% | 13F | Aug 11, 2026 |
| Jay L. Schottenstein · director, officer: Exec Chairman & CEO | 8.66M | 5.17% | Form 4 | Apr 6, 2026 |
| State Street Corp | 6.86M | 4.09% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 17, 2026 | David M. Sable | director | −5,779 | $17.23 |
| Jul 7, 2026 | Noel Joseph Spiegel | director | −2,892 | $16.78 |
| Jul 7, 2026 | Cary D. Mcmillan | director | −2,892 | $16.78 |
| Apr 6, 2026 | Noel Joseph Spiegel | director | −2,887 | $17.32 |
| Apr 6, 2026 | Cary D. Mcmillan | director | −2,887 | $17.23 |
Peers
- Abercrombie & Fitch
Youth and adult casualwear overlap through Hollister and Gilly Hicks
- Gap
Large apparel portfolio overlaps denim, basics, value, and activewear
- Urban Outfitters
Fashion-led specialty brands overlap youth, women, active, and digital
- Victoria's Secret
Core intimates rival through Victoria's Secret and PINK
- Ralph Lauren
Lifestyle apparel rival at the premium and denim-adjacent edge
- Boot Barn
Western and workwear specialist overlaps jeans, boots, and rugged casual
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| American Eagle Outfitters | $16.91 | +0.30% | $2.83B | 10.4 | 9.5 | 0.5 | +9.7% |
| Abercrombie & Fitch | $148.54 | +0.09% | $6.59B | 12.7 | 12.3 | 1.2 | +4.8% |
| Gap | $23.48 | −0.04% | $8.45B | 7.1 | 9.8 | 0.6 | −2.0% |
| Urban Outfitters | $81.09 | −0.04% | $6.94B | 12.7 | 12.5 | 1.1 | +10.4% |
| Victoria's Secret | $91.51 | +2.58% | $7.27B | 37.5 | 18.7 | 1.1 | +15.3% |
| Ralph Lauren | $354.11 | +0.02% | $21.60B | 22.3 | 18.1 | 2.6 | +14.0% |
| Boot Barn | $154.85 | 0.00% | $4.69B | 19.6 | 17.1 | 2.0 | +17.8% |
| Median | 16.2 | 14.8 | 1.2 | +12.2% |