American Eagle Outfitters — Sep 3, 2025 release
Fiscal 2026 second-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0000950170-25-112837
Showing in the filing
Operating income
“$255 to $265 million”
Period
FY2026
Measure
GAAP-tied
Source
Prose
All guidance in this release · 19
Operating income for FY2026
“$255 to $265 million”
Operating Income for FY2025
“$255 to $265 million”
Capital expenditures for FY2025
“approximately $275 million”
Comparable Sales for FY2025
“Approximately Flat”
Gross Margin for Q4 FY2025
“Down YoY”
Gross Margin for Q3 FY2025
“Down YoY”
SG&A for Q3 FY2025
“Dollars Up High Single Digit”
SG&A for Q4 FY2025
“Dollars Flat to Down Slight YoY”
SG&A for FY2025
“Dollars Up YoY”
D&A for Q3 FY2025
“Approximately $54 million”
D&A for Q4 FY2025
“Approximately $56 million”
D&A for FY2025
“Approximately $217 million”
Operating Income for Q3 FY2025
“$95 to $100 million”
Operating Income for Q4 FY2025
“$125 to $130 million”
Tax Rate for Q4 FY2025
“Approximately 25%”
Tax Rate for Q3 FY2025
“Approximately 25%”
Weighted Average Share Count for Q4 FY2025
“Approximately 172 million”
Weighted Average Share Count for Q3 FY2025
“Approximately 172 million”
Weighted Average Share Count for FY2025
“Approximately 174 million”
Exhibit 99.1 · the passage around this item
… earlier in the release
Reports Second Quarter Fiscal 2025 Results • Second quarter operating income of $103 million increased 2% on revenue of $1.28 billion, exceeding expectations • Year-to-date share repurchases total $231 million, reducing shares by 20 million, or approximately 10% of outstanding diluted shares • Provides full year operating income guidance of $255 to $265 million September 3, 2025 – PITTSBURGH – (BUSINESS WIRE) – American Eagle Outfitters, Inc. (NYSE: AEO) today announced financial results for the second quarter ended August 2, 2025. “We were pleased to see an improvement in the business during the second quarter driven by higher demand, lower promotions and well-managed expenses, all of which exceeded our expectations,” said Jay Schottenstein, Executive Chairman of the Board and Chief Executive Officer, AEO Inc. “The actions we have taken to better align inventory and strengthen execution laid the groundwork for our results this quarter. Highlighted by Aerie’s top-line increase and better sell-throughs overall, we achieved our second highest enterprise revenues ever recorded for the second quarter. ”The fall season is off to a positive start. Fueled by stronger product offerings and the success of recent marketing campaigns with Sydney Sweeney and Travis Kelce, we have seen an uptick in customer awareness, engagement and comparable sales. We look forward to building on our progress and the continued strength of our iconic brands to drive higher profitability, long-term growth and shareholder value," he concluded. Second Quarter 2025 Resul
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.