Every material Form 8-K American Eagle Outfitters has filed with the SEC since August 29, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
American Eagle Outfitters reported second-quarter fiscal 2026 results for the period ended August 1, 2026, with net revenue up 8% to $1.38 billion and diluted earnings per share of $0.79 versus $0.45 a year earlier. The quarter included a net $161 million operating benefit from tariff refunds, and the company set fiscal 2026 operating income guidance of $540 million to $550 million that includes that benefit. Aerie comparable sales rose 19% while American Eagle comparable sales fell 1%.
Net revenue of $1.38 billion rose 8%; comparable sales rose 6%, with Aerie up 19% and American Eagle down 1%.
Operating profit was $211 million versus $103 million last year, including a net $161 million tariff refund benefit.
Diluted EPS was $0.79 versus $0.45 last year.
Fiscal 2026 operating income guidance is $540 million to $550 million, inclusive of the net tariff refund benefit; third-quarter operating income is guided to $110 million to $115 million.
American Eagle Outfitters said Michael Mathias will step down as Executive Vice President and Chief Financial Officer and become a non-officer Strategic Advisor to CEO Jay Schottenstein, effective August 3, 2026. Ravi Thanawala, formerly CFO and President, North America at Papa John's International, will succeed him as CFO on the same date. The company also reaffirmed its second quarter and full-year fiscal 2026 guidance, originally given May 28, 2026.
Ravi Thanawala becomes Executive Vice President and Chief Financial Officer effective August 3, 2026, succeeding Michael Mathias
Mathias serves as Strategic Advisor to the CEO through July 30, 2027, and will not be eligible for any fiscal 2027 annual bonus or new equity awards
Thanawala's offer letter provides a $1,000,000 base salary, a target bonus of 100% of eligible earnings, and a $1,000,000 sign-on cash bonus
The company reaffirmed second quarter and full-year fiscal 2026 guidance, first provided on May 28, 2026
At its June 26, 2026 annual meeting, American Eagle Outfitters stockholders approved an amended and restated 2023 Stock Award and Incentive Plan. The amendment adds 9,680,000 shares, extends the plan's term from 2033 to 2036, and raises the non-employee director award limit from $750,000 to $1,000,000. The added share pool gives the company more room for equity awards, which affects how much stock is available to be granted.
The 2023 Plan adds 9,680,000 shares and its term is extended from 2033 to 2036.
The non-employee director award limit rises from $750,000 to $1,000,000.
Jay L. Schottenstein was elected Class I director with 121,484,517 votes for and 18,267,830 against.
The plan amendment passed with 134,900,287 votes for and 4,853,755 against; EY was ratified with 143,082,504 votes for.
American Eagle Outfitters amended its $700 million senior secured asset-based revolving credit facility on June 4, 2026. The amendment extends the maturity from June 24, 2027 to June 4, 2031 and changes how interest is calculated, with a higher applicable margin.
Maturity extended from June 24, 2027 to June 4, 2031
Borrowings priced at SOFR plus 1.250% to 1.500%, or alternate base rate plus 0.250% to 0.500%, based on average borrowing availability
SOFR Adjustment and Term CORRA Adjustment removed; applicable margin increased
PNC Bank, National Association is administrative agent
American Eagle Outfitters reported first quarter fiscal 2026 net revenue of $1.2 billion, up 10% from last year, and operating profit of $28 million compared with an operating loss of $85 million a year earlier. The company reiterated its fiscal 2026 operating income guidance of $390 to $410 million, which matters to shareholders because it signals the company expects to hold that full-year target despite continued consumer and macroeconomic uncertainty.
Net revenue of $1.2 billion rose 10%; Aerie comparable sales grew 25% while American Eagle comparable sales fell 2%
Operating profit of $28 million compared with an operating loss of $85 million in the prior-year quarter; the company said it exceeded first quarter guidance
GAAP diluted earnings per share were $0.14, compared with a loss of $(0.36) a year earlier
Fiscal 2026 operating income guidance of $390 to $410 million was reiterated; second quarter operating income outlook is $45 to $50 million
American Eagle Outfitters reported fourth-quarter fiscal 2025 net revenue of $1.8 billion, up 10%, and a record holiday period. GAAP diluted earnings per share fell to $0.50 from $0.54 after $84 million of impairment and restructuring charges, while adjusted diluted EPS rose to $0.84 from $0.54. The company also guided fiscal 2026 operating income to $390 million to $410 million.
Q4 net revenue of $1.8 billion rose 10%; total comparable sales rose 8%, with Aerie up 23% and American Eagle up 2%.
Q4 GAAP operating profit was $96 million, including $84 million of impairment and restructuring charges tied to the exit from Quiet Platform, store impairments and corporate restructuring.
Fiscal 2025 GAAP diluted EPS was $1.09 versus $1.68 a year earlier; adjusted diluted EPS was $1.50 versus $1.74.
Fiscal 2026 operating income guidance is $390 million to $410 million; 2026 capital expenditures are expected at $250 million to $260 million.
American Eagle Outfitters reported third-quarter fiscal 2025 revenue of $1.36 billion, up 6%, with diluted earnings per share of $0.53 versus $0.41 a year earlier. The company raised its fourth-quarter operating income guidance to $155 million to $160 million from $125 million to $130 million, citing stronger sales trends, which points to improved near-term profit expectations for shareholders.
Total net revenue of $1.36 billion rose 6%; total comparable sales rose 4% and Aerie comparable sales rose 11%.
Operating income was $113 million versus $106 million a year earlier; diluted EPS was $0.53 versus $0.41.
Fourth-quarter operating income guidance raised to $155 million to $160 million, based on comparable sales up 8% to 9%.
Gross margin was 40.5%, down 40 basis points, including a $20 million net tariff impact.
American Eagle Outfitters reported second quarter results for the period ended August 2, 2025, with net revenue of $1.28 billion, down 1% from last year, while operating income rose 2% to $103 million and diluted earnings per share rose to $0.45 from $0.39. The company also issued full-year fiscal 2025 adjusted operating income guidance of $255 million to $265 million, and said it has repurchased $231 million of shares year to date.
Q2 net revenue was $1.28 billion, down 1% year over year; total comparable sales decreased 1%.
Q2 diluted EPS was $0.45 versus $0.39 a year earlier; operating income was $103 million, up 2%.
Fiscal 2025 operating income guidance is $255 million to $265 million on an adjusted basis; third quarter guidance is $95 million to $100 million.
Year-to-date share repurchases total $231 million, reducing shares by 20 million, or roughly 10% of outstanding diluted shares.
American Eagle Outfitters reported a first-quarter operating loss of $85 million, compared with operating income of $78 million a year earlier, and diluted loss of $0.36 per share versus earnings of $0.34. Net revenue fell 5% to $1.1 billion, and the company withdrew its fiscal 2025 outlook while giving second-quarter operating income guidance of $40 to $45 million.
Net revenue of $1.1 billion fell 5%; comparable sales declined 3%
GAAP operating loss of $(85) million vs. operating income of $78 million a year earlier; diluted loss of $(0.36) per share
Gross margin fell to 29.6% from 40.6%, driven by inventory writedowns, higher markdowns and increased product costs
Second-quarter operating income guidance of $40 to $45 million; fiscal 2025 outlook remains withdrawn; 2025 capital expenditures now expected at about $275 million vs. prior guidance of about $300 million
American Eagle Outfitters preliminarily reported first-quarter results for the period ended May 3, 2025, with revenue expected at about $1.1 billion, down roughly 5% from a year earlier, and a GAAP operating loss of about $85 million. The company attributed the loss to a roughly $75 million inventory write-down on spring and summer merchandise, higher promotional activity, and about $17 million in impairment and restructuring charges. It also withdrew its fiscal 2025 guidance, citing macro uncertainty and a review of its forward plans, and the preliminary figures are unaudited and could change.
Revenue expected at about $1.1 billion, down roughly 5% year over year; comparable sales down about 3% (American Eagle down 2%, Aerie down 4%)
GAAP operating loss of about $85 million; adjusted operating loss of about $68 million
Inventory charge of roughly $75 million on spring and summer merchandise, plus about $17 million in impairment and restructuring charges tied to closing two fulfillment centers
Fiscal 2025 guidance withdrawn; final first-quarter results and earnings call scheduled for May 29, 2025
American Eagle Outfitters disclosed that director Stephanie Pugliese resigned from its Board of Directors, effective April 1, 2025, because she is taking a role as President and Chief Executive Officer of another publicly traded company. The filing does not describe any disagreement with the company or name a replacement director.
Stephanie Pugliese resigned from the Board effective April 1, 2025
Reason given: upcoming appointment as President and CEO of another publicly traded company
The filing does not name a replacement or describe any disagreement with the company
American Eagle Outfitters agreed on March 14, 2025 to a $200 million accelerated share repurchase with Bank of America under its existing buyback program, and announced it on March 17. The company received an initial delivery of about 14.5 million shares, about 80% of the total expected, and the filing says about 18.1 million shares in total at the March 14 closing price, roughly 9.5% of fully diluted outstanding stock. The final share count depends on the average daily volume-weighted average price over the repurchase period, and final settlement is expected by the end of the second quarter of 2025.
$200 million accelerated share repurchase agreement with Bank of America, N.A., dated March 14, 2025
Initial delivery of approximately 14.5 million shares over three trading days beginning March 14, 2025, about 80% of expected total
Filing cites approximately 18.1 million shares at the March 14 closing price, about 9.5% of fully diluted outstanding stock
Funded with cash on hand and borrowings under the existing $700 million ABL facility; final settlement expected by end of Q2 2025
American Eagle reported fourth-quarter 2024 operating income of $142 million and diluted earnings per share of $0.54, up from $0.03 a year earlier, while net revenue fell 4% to $1.6 billion. The company guided fiscal 2025 operating income to $360 million to $375 million, below the $427 million GAAP operating income reported for fiscal 2024, and its board added 50 million shares to the repurchase authorization.
Q4 2024 (13 weeks ended February 1, 2025): net revenue $1.6 billion, down 4%; diluted EPS $0.54 versus $0.03 a year earlier
Fiscal 2025 outlook: operating income of $360 million to $375 million; first-quarter operating income of $20 million to $25 million
Fiscal 2024 GAAP operating income of $427 million; GAAP diluted EPS $1.68 versus $1.74 on an adjusted basis
Board authorized 50 million additional shares for repurchase on March 11, 2025; 68.5 million shares remain authorized through February 3, 2029
American Eagle Outfitters reported third-quarter fiscal 2024 results for the 13 weeks ended November 2, 2024. Total net revenue fell 1% to $1.3 billion and GAAP diluted earnings per share fell to $0.41 from $0.49, while total comparable sales rose 3%. The company updated its annual outlook, now projecting fiscal 2024 adjusted operating income of $428 million to $433 million, and it expects fourth-quarter total revenue to fall 4%.
Total net revenue of $1,289 million fell 1% from $1,301 million; total comparable sales rose 3%.
GAAP operating income was $106 million versus $125 million a year earlier; adjusted operating income was $124 million.
Fourth-quarter operating income is expected at $125 million to $130 million, with total revenue down 4%.
Fiscal 2024 adjusted operating income is expected at $428 million to $433 million, compared with $375 million in 2023.
American Eagle reported second-quarter fiscal 2024 revenue of $1.3 billion, up 8%, and operating income of $101 million, up 55%, with diluted earnings per share of $0.39 versus $0.25 a year earlier. The company now expects full-year operating income of $455 million to $465 million, the high end of its prior range, which matters to shareholders because it signals profit guidance at the top of the previous expectations.
Total net revenue of $1.3 billion rose 8%, including an approximately $55 million positive impact from the retail calendar shift.
Operating income of $101 million rose 55%, with operating margin up 240 basis points to 7.8%; the calendar shift contributed about $20 million.
Third-quarter operating income is expected to be $120 million to $125 million, with comparable sales up 3% to 4%.
Full-year operating income outlook was updated to $455 million to $465 million, the high end of prior guidance.
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