AEO Inc. Q3 revenue rises 6% to record $1.4 billion; raises Q4 operating income outlook
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.
Key points
- 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.
The filing
Written by AI on Nov 8, 2026, 1:38 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on December 02, 2025.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.