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American Eagle Outfitters — Sep 3, 2025 release

Fiscal 2026 second-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0000950170-25-112837
Open on SEC.gov ↗
Showing in the filing
SG&A
“Dollars Up YoY”
Period
FY2025
Measure
Company-defined measure
Source
Guidance table
All guidance in this release · 19
Operating income for FY2026
“$255 to $265 million”
Operating Income for FY2025
“$255 to $265 million”
Capital expenditures for FY2025
“approximately $275 million”
Comparable Sales for FY2025
“Approximately Flat”
Gross Margin for Q4 FY2025
“Down YoY”
Gross Margin for Q3 FY2025
“Down YoY”
SG&A for Q3 FY2025
“Dollars Up High Single Digit”
SG&A for Q4 FY2025
“Dollars Flat to Down Slight YoY”
SG&A for FY2025
“Dollars Up YoY”
D&A for Q3 FY2025
“Approximately $54 million”
D&A for Q4 FY2025
“Approximately $56 million”
D&A for FY2025
“Approximately $217 million”
Operating Income for Q3 FY2025
“$95 to $100 million”
Operating Income for Q4 FY2025
“$125 to $130 million”
Tax Rate for Q4 FY2025
“Approximately 25%”
Tax Rate for Q3 FY2025
“Approximately 25%”
Weighted Average Share Count for Q4 FY2025
“Approximately 172 million”
Weighted Average Share Count for Q3 FY2025
“Approximately 172 million”
Weighted Average Share Count for FY2025
“Approximately 174 million”
Exhibit 99.1 · the passage around this item
… earlier in the release
Third Quarter 2025 Fourth Quarter 2025 Fiscal 2025 Comparable Sales Up Low Single Digit Up Low Single Digit Approximately Flat Gross Margin Down YoY Down YoY Down YoY SG&A Dollars Up High Single Digit Dollars Flat to Down Slight YoY Dollars Up YoY D&A Approximately $54 million Approximately $56 million Approximately $217 million Operating Income $95 to $100 million $125 to $130 million $255 to $265 million on an adjusted basis*     Tax Rate Approximately 25% Approximately 25% Approximately 25% Weighted Average Share Count Approximately 172 million Approximately 172 million Approximately 174 million   * Excludes impairment and restructuring charges of $17 million recorded in the First Quarter 2025, as disclosed in the Company's Form 10-Q filed on June 5, 2025.   Webcast and Supplemental Financial Information   Management will host a conference call today at 4:30 p.m. Eastern Time. To access the live webcast and audio replay, please click here. Additionally, a financial results presentation is posted in the Investor Relations section on AEO’s website, www.aeo-inc.com. About American Eagle Outfitters, Inc.   American Eagle Outfitters, Inc. (NYSE: AEO) is a leading global specialty retailer with a portfolio of beloved apparel brands including American Eagle, Aerie, OFFL/NE by Aerie, Todd Snyder and Unsubscribed. Rooted in optimism, inclusivity and authe
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.