Jul 2026 (Q2 FY27) — Sep 9, 2026
American Eagle Outfitters Q2 FY27 — Aerie's Strong Growth Offsets AE's Flat Performance
Read the full callAmerican Eagle Outfitters (AEO) earnings
- Aug 2026
- Jul 2026 (Q2 FY27)
- Jan 2026
American Eagle Outfitters earnings: last reported Wed, 9 Sep 2026, for the quarter ended Jul 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,380 | +7.5% YoY | Quarterly, as filed | Quarter to Aug 2026 | Revenue from operations as filed. |
| Operating margin | 15.3 | +7.3 pts YoY | Operating profit / revenue | Quarter to Aug 2026 | For the quarter; a change is in percentage points. |
| Net profit | 134 | +72.7% YoY | Quarterly, as filed | Quarter to Aug 2026 | Profit after tax as filed. |
Price
$17.93 −0.28% · −$0.05
Performance +19.9% 1Y
1Y: $14.95 on 17 Oct 2025 → $17.93. High $28.19 (6 Jan 2026), low $14.53 (10 Sept 2026).
- Previous close
- $17.98
- 52-week range
- $14.53 – $28.19
- One year
- +15.83%
Overview
- Symbol
- AEO
- Sector
- Consumer Discretionary
- Exchange
- US
- Currency
- USD
Call summaries
Apr 2026 (Q1 FY27) — May 28, 2026
American Eagle Outfitters Q1 FY27 — Aerie surpasses $2B TTM while AE women's bottoms drag
Read the full callEvery analysed call
American Eagle Outfitters earnings calls (AEO)
Financials
What the filings say
Net profit, year on year: +73% (quarter to aug 2026 against aug 2025).
| Line item | Nov 2024 | Feb 2025 | May 2025 | Aug 2025 | Nov 2025 | Jan 2026 | May 2026 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,289 | 1,605 | 1,090 | 1,284 | 1,363 | 1,811 | 1,195 | 1,380 |
| Operating profit | 106 | 142 | -85 | 103 | 113 | 96 | 28 | 211 |
| Operating margin | 8.2% | 8.9% | −7.8% | 8.0% | 8.3% | 5.3% | 2.4% | 15.3% |
| Profit before tax | 108 | 148 | -85 | 101 | 125 | 108 | 28 | 178 |
| Tax rate | 26.1% | 29.4% | 23.2% | 23.6% | 26.7% | 24.6% | 16.9% | 24.9% |
| Net profit | 80 | 104 | -65 | 78 | 91 | 88 | 24 | 134 |
| EPS ($ per share) | 0.42 | — | -0.36 | 0.45 | 0.54 | — | 0.14 | 0.80 |
| Line item | Feb 2019 | Feb 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Feb 2024 | Feb 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 |
| Reserves | 2,055 | 2,108 | 1,869 | 2,204 | 2,137 | 2,214 | 2,456 | 2,553 |
| Total liabilities | 616 | 2,081 | 2,348 | 2,363 | 1,822 | 1,821 | 2,064 | 2,318 |
| Fixed assets | 742 | 735 | 624 | 728 | 782 | 713 | 751 | 786 |
| Investments | 92 | 55 | — | — | — | 100 | 50 | — |
| Total assets | 1,903 | 3,329 | 3,435 | 3,787 | 3,421 | 3,558 | 3,831 | 4,010 |
| Line item | Feb 2019 | Feb 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Feb 2024 | Feb 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 457 | 415 | 202 | 304 | 406 | 581 | 477 | 456 |
| Cash from investing | -283 | -175 | -74 | -595 | -261 | -287 | -218 | -203 |
| Cash from financing | -253 | -211 | 360 | -125 | -408 | -109 | -302 | -327 |
| Net cash flow | -80 | 29 | 489 | -416 | -265 | 184 | -45 | -70 |
| Capital expenditure | -189 | -210 | -128 | -234 | -260 | -174 | -223 | -261 |
| Free cash flow | 268 | 205 | 75 | 70 | 146 | 406 | 254 | 195 |
Insider filings
77 filings between Dec 5, 2025 and Oct 6, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$39.24M
17 sales by 8 insiders
Compensation
not trading decisions- 22
- Award — granted as compensation
- 19
- Option exercise — converted options into shares
- 19
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| SCHOTTENSTEIN JAY L | — | $26.81M | Jan 22, 2026 |
| Foyle Jennifer M. | — | $5.91M | Dec 5, 2025 |
| Mathias Michael A. | — | $4.49M | Dec 5, 2025 |
| Baldwin Marisa | — | $1.37M | Dec 8, 2025 |
| MCMILLAN CARY D | — | $213.8K | Oct 6, 2026 |
| Spiegel Noel Joseph | — | $211.1K | Oct 2, 2026 |
| Keefer James H JR | — | $134.9K | Dec 9, 2025 |
| Sable David M. | — | $99.6K | Jul 17, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 6, 2026 | MCMILLAN CARY D Director | Sale | 3,617 | $65.8K |
| Oct 2, 2026 | Spiegel Noel Joseph Director | Sale | 3,617 | $63.9K |
| Oct 1, 2026 | PAGE JANICE E Director | Award | 3,617 | $0 |
| Oct 1, 2026 | MCMILLAN CARY D Director | Award | 3,617 | $0 |
| Oct 1, 2026 | Sable David M. Director | Award | 3,617 | $0 |
| Oct 1, 2026 | Spiegel Noel Joseph Director | Award | 3,617 | $0 |
| Jul 17, 2026 | Sable David M. Director | Sale | 5,779 | $99.6K |
| Jul 7, 2026 | MCMILLAN CARY D Director | Sale | 2,892 | $48.5K |
| Jul 7, 2026 | Spiegel Noel Joseph Director | Sale | 2,892 | $48.5K |
| Jul 7, 2026 | Henke Beth M EVP & Chief Legal Officer | Option exercise | 2,079 | $0 |
| Jul 7, 2026 | Henke Beth M EVP & Chief Legal Officer | Tax withheld | 634 | $10.5K |
| Jul 1, 2026 | Sable David M. Director | Award | 2,892 | $0 |
| Jul 1, 2026 | MCMILLAN CARY D Director | Award | 2,892 | $0 |
| Jul 1, 2026 | PAGE JANICE E Director | Award | 2,892 | $0 |
| Jul 1, 2026 | Spiegel Noel Joseph Director | Award | 2,892 | $0 |
| Apr 6, 2026 | Spiegel Noel Joseph Director | Sale | 2,887 | $50.0K |
| Apr 6, 2026 | MCMILLAN CARY D Director | Sale | 2,887 | $49.7K |
| Apr 2, 2026 | Foyle Jennifer M. Global Brand President-aerie | Tax withheld | 22,591 | $380.4K |
| Apr 2, 2026 | Foyle Jennifer M. Global Brand President-aerie | Option exercise | 40,849 | $0 |
| Apr 2, 2026 | Baldwin Marisa EVP - CHRO | Option exercise | 8,228 | $0 |
| Apr 2, 2026 | Baldwin Marisa EVP - CHRO | Tax withheld | 4,201 | $70.7K |
| Apr 2, 2026 | SCHOTTENSTEIN JAY L Exec Chairman & CEO | Tax withheld | 31,610 | $532.3K |
| Apr 2, 2026 | SCHOTTENSTEIN JAY L Exec Chairman & CEO | Option exercise | 79,361 | $0 |
| Apr 2, 2026 | Mathias Michael A. EVP and CFO | Option exercise | 15,622 | $0 |
| Apr 2, 2026 | Henke Beth M EVP & Chief Legal Officer | Tax withheld | 1,911 | $32.2K |
| Apr 2, 2026 | Henke Beth M EVP & Chief Legal Officer | Option exercise | 6,265 | $0 |
| Apr 2, 2026 | Keefer James H JR SVP, Controller & CAO | Option exercise | 6,265 | $0 |
| Apr 2, 2026 | Keefer James H JR SVP, Controller & CAO | Tax withheld | 1,785 | $30.1K |
| Apr 2, 2026 | Mathias Michael A. EVP and CFO | Tax withheld | 6,913 | $116.4K |
| Apr 1, 2026 | MCMILLAN CARY D Director | Award | 2,887 | $0 |
| Apr 1, 2026 | PAGE JANICE E Director | Award | 2,887 | $0 |
| Apr 1, 2026 | Spiegel Noel Joseph Director | Award | 2,887 | $0 |
| Apr 1, 2026 | Sable David M. Director | Award | 2,887 | $0 |
| Mar 30, 2026 | Foyle Jennifer M. Global Brand President-aerie | Tax withheld | 12,809 | $206.1K |
| Mar 30, 2026 | Foyle Jennifer M. Global Brand President-aerie | Option exercise | 23,161 | $0 |
| Mar 30, 2026 | Baldwin Marisa EVP - CHRO | Tax withheld | 2,113 | $34.0K |
| Mar 30, 2026 | Henke Beth M EVP & Chief Legal Officer | Option exercise | 4,138 | $0 |
| Mar 30, 2026 | Baldwin Marisa EVP - CHRO | Option exercise | 4,138 | $0 |
| Mar 30, 2026 | SCHOTTENSTEIN JAY L Exec Chairman & CEO | Tax withheld | 18,229 | $293.3K |
| Mar 30, 2026 | SCHOTTENSTEIN JAY L Exec Chairman & CEO | Option exercise | 45,767 | $0 |
| Mar 30, 2026 | Mathias Michael A. EVP and CFO | Tax withheld | 3,904 | $62.8K |
| Mar 30, 2026 | Mathias Michael A. EVP and CFO | Option exercise | 8,824 | $0 |
| Mar 30, 2026 | Keefer James H JR SVP, Controller & CAO | Tax withheld | 1,179 | $19.0K |
| Mar 30, 2026 | Keefer James H JR SVP, Controller & CAO | Option exercise | 4,138 | $0 |
| Mar 30, 2026 | Henke Beth M EVP & Chief Legal Officer | Tax withheld | 1,262 | $20.3K |
| Feb 5, 2026 | SCHOTTENSTEIN JAY L Exec Chairman & CEO | Award | 395,623 | $0 |
| Feb 5, 2026 | Mathias Michael A. EVP and CFO | Tax withheld | 27,425 | $633.2K |
| Feb 5, 2026 | Mathias Michael A. EVP and CFO | Award | 76,265 | $0 |
| Feb 5, 2026 | Keefer James H JR SVP, Controller & CAO | Tax withheld | 4,408 | $101.8K |
| Feb 5, 2026 | Keefer James H JR SVP, Controller & CAO | Award | 14,300 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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