Every material Form 8-K American Eagle Outfitters filed with the SEC in 2026, 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.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every American Eagle Outfitters filing is on SEC EDGAR ↗. 8-K briefs of other companies →