American Eagle Q2 operating profit rises to $211 million on tariff refunds
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%.
Key points
- 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.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:39 AM ET, from the text of the filing and its press-release exhibits 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 September 09, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.