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
Gross Margin
“Up YoY”
Period
Q1 FY2026
Measure
GAAP-tied
Source
Guidance table
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
Outlook *All guidance is based on estimates and includes tariffs reflecting 2025 IEEPA guidelines.
First Quarter 2026 Outlook
Fiscal Year 2026 Outlook
Comparable Sales
+ High-Single Digit
+ Mid-Single Digit
Gross Margin
Up YoY
Up YoY
SG&A
+10%
+MSD
Depreciation and Amortization
$54 M
$225 M
Operating Income
$20 to $25 M
$390 to $410 M
Weighted Average Share Count
176 M
177 M
Capital Expenditures
-
$250 to $260 M
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 made to last. AEO Inc. operates stores in the United States, Canada and Mexico, with merchandise available in more than 30 countries through a global network of license partners. Additionally, the company operates a robust e-commerce business across its brands. For more information, visit aeo-inc.com. Non-GAAP Measures This press release includes operating income and diluted earnings per share presented on an “adjusted” or “non-GAAP” basis, which are non-GAAP financial measures. No
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.