American Eagle Q4 revenue rises

American Eagle Outfitters

04/03/2026 21:15

Overview

Apparel retailer's Q4 revenue grew 10%, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company returned $341 mln to shareholders in 2025 via buybacks and dividends

Outlook

American Eagle Outfitters expects fiscal 2026 operating income of $390 to $410 mln

American Eagle Outfitters plans fiscal 2026 capital expenditures of $250 to $260 mln

Result Drivers

AERIE GROWTH - Aerie brand saw a 23% increase in comparable sales, contributing significantly to overall revenue growth

OPERATIONAL EFFICIENCIES - Operational efficiencies and favorable currency helped offset increased markdowns and tariff impacts

Company press release: ID:nBw9Lr2dKa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$1.76 bln
$1.74 bln (11 Analysts)
Q4 Adjusted EPS
Beat
$0.84
$0.72 (11 Analysts)
Q4 EPS
$0.50
Q4 Net Income
$83.62 mln
Q4 Total Comparable Sales Growth
8%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 9 "hold" and 3 "sell" or "strong sell"

The average consensus recommendation for the apparel & accessories retailers peer group is "buy."

Wall Street's median 12-month price target for American Eagle Outfitters Inc is $25.00, about 12.4% above its March 3 closing price of $22.24

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 15 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)