AI brief of an SEC Form 8-K · American Eagle Outfitters (AEO)

American Eagle Outfitters Q1 revenue rises 10% to $1.2 billion; operating profit $28 million

Positive Impact 3 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyAmerican Eagle Outfitters (AEO)
Form8-K, current report
Filed with the SECMay 28, 2026, 4:25 PM ET
Accession number0001193125-26-245310

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

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 May 28, 2026.

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.