American Eagle Q4 revenue up 10% to record $1.8 billion; GAAP EPS fell to $0.50
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.
Key points
- 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.
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 March 04, 2026.
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