American Eagle

American Eagle reported adjusted earnings per share of $0.84 for fourth-quarter 2025 on revenue of $1.8 billion, both above consensus. Aerie drove results with comparable-store sales up 23% and quarterly sales of $684 million, while adjusted corporate EBIT rose 27% to $180 million; GAAP operating income was hit by $84.5 million in restructuring and impairment charges. Management guides to high-single-digit comparable sales growth for Q1 2026 and mid-single-digit growth for fiscal 2026, with operating income of $390–410 million. Risks include tariff pressures, logistics changes after exiting Quiet Logistics, and intense competition in the youth apparel market. » Plus sur de.investing.com

American Eagle Outfitters raised its forecast for fourth‑quarter operating income to $167–170 million (previously $155–160 million). At the same time, shares fell about 9.7% in premarket trading. Same‑store sales rose in the high single‑digit range for the quarter; Aerie grew in the low‑20% range, American Eagle in the low single digits. The improved outlook primarily reflects solid margin performance and factors in roughly $50 million of tariffs as a headwind. » Plus sur de.investing.com

American Eagle Outfitters reported Q3 2025 EPS of $0.53 (expectation $0.43) and record revenue of $1.4 billion (+6% YoY), driven by strong sales at Aerie (+11%) and the Activewear line Offline. Gross margin fell slightly by 40 basis points; operating income was $113 million, beating forecasts. The stock reacted positively in after-hours trading; the company expects Q4 operating income of $155–160 million and like-for-like sales growth of 8–9%. Management highlighted further growth potential for Aerie but noted risks from tariffs, store closures and inventory management. » Plus sur de.investing.com