American Eagle Outfitters — Mar 4, 2026 release
Fiscal 2026 fourth-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001193125-26-091582
Showing in the filing
Operating income
“$390 to $410 million”
Period
FY2026
Measure
GAAP-tied
Source
Prose
All guidance in this release · 11
Operating income for FY2026
“$390 to $410 million”
Capital expenditures for FY2026
“$250 to $260 million”
Comparable Sales for FY2026
“+ Mid-Single Digit”
Gross Margin for Q1 FY2026
“Up YoY”
SG&A for Q1 FY2026
“+10%”
SG&A for FY2026
“+MSD”
Depreciation and Amortization for Q1 FY2026
“$54 M”
Depreciation and Amortization for FY2026
“$225 M”
Operating Income for Q1 FY2026
“$20 to $25 M”
Weighted Average Share Count for Q1 FY2026
“176 M”
Weighted Average Share Count for FY2026
“177 M”
Exhibit 99.1 · the passage around this item
… earlier in the release
Reports Strong Fourth Quarter Fiscal 2025 Results; Provides Fiscal 2026 Outlook • Total revenue increased 10% to a record $1.8 billion, driven by total comparable sales increase of 8% with positive results across brands • Aerie comps +23%, American Eagle comps +2% • Returned $341 million to shareholders in 2025 from $256 million in shares repurchases and $85 million in dividends • Fiscal 2026 operating income guidance of $390 to $410 million PITTSBURGH--(BUSINESS WIRE)--American Eagle Outfitters, Inc. (NYSE: AEO) today announced financial results for the fourth quarter and fiscal year ended January 31, 2026, and provided its outlook for fiscal year 2026. Jay Schottenstein, Executive Chairman of the Board and Chief Executive Officer, AEO Inc., commented, “I am extremely pleased with the strong execution in the back half of the year, which reignited growth across our brands and channels. Building on the improved trends beginning last summer, we achieved a record fourth quarter and holiday period, with double digit growth at Aerie and OFFLINE and solid, positive performance at American Eagle. Compelling new product collections, supported by fresh marketing campaigns, led to higher demand trends in the quarter. I want to thank our associates for their resilience and outstanding execution to deliver a strong finish to 2025.” “We enter 2026 from a position of strength with the goal of building on this year’s successes. The first quarter is off to a positive start and we remain focused on investing in our brands and driving additional corporate savings and efficiency across the business. I’m confident that our strategi
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other guidance in this release
Text is the filed exhibit, verbatim.