American Eagle Outfitters — Dec 2, 2025 release
Fiscal 2026 third-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001193125-25-305370
Showing in the filing
Depreciation & Amortization
“Approximately $56 million”
Period
Q4 FY2025
Measure
GAAP-tied
Source
Guidance table
All guidance in this release · 20
Capital expenditures for FY2025
“approximately $275 million”
Comparable sales for Q4 FY2026
“positive 8% to 9%”
Comparable Sales for Q4 FY2025
“positive 8% to 9%”
Total Revenue Growth for Q4 FY2025
“similar growth”
Adjusted Operating Income for FY2025
“$303 to $308 million”
Adjusted operating income
“$303 to $308 million”
Comparable sales
“the low single digits”
Comparable Sales for FY2025
“low single digits”
Gross Margin for Q4 FY2025
“Down YoY”
Net tariff Impact for Q4 FY2025
“Approximately $50 million”
Net tariff Impact for FY2025
“Approximately $70 million”
SG&A for Q4 FY2025
“Dollars up Low to Mid Single Digit”
Depreciation & Amortization for Q4 FY2025
“Approximately $56 million”
Depreciation & Amortization for FY2025
“Approximately $216 million”
Operating Income for Q4 FY2025
“$155 to $160 million”
Operating Income for FY2025
“$303 to $308 million*”
Tax Rate for Q4 FY2025
“Approximately 28%”
Tax Rate for FY2025
“Approximately 27%”
Weighted Average Share Count for Q4 FY2025
“Approximately 173 million”
Weighted Average Share Count for FY2025
“Approximately 174 million”
Exhibit 99.1 · the passage around this item
… earlier in the release
Fourth Quarter 2025
Fiscal 2025
Comparable Sales
Up 8% to 9%
Low Single Digits
Gross Margin
Down YoY
Down YoY
Net tariff Impact
Approximately $50 million
Approximately $70 million
SG&A
Dollars up Low to Mid Single
Dollars up Low to Mid Single
Digit
Digit
Depreciation & Amortization
Approximately $56 million
Approximately $216 million
Operating Income
$155 to $160 million
$303 to $308 million*
Tax Rate
Approximately 28%
Approximately 27%
Weighted Average Share Count
Approximately 173 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 authenticity, AEO’s brands empower every customer to celebrate their unique personal style by offering casual, comfortable, timeless outfitting and high-quality products that are m
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.