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American Eagle Outfitters — May 28, 2026 release

Fiscal 2027 first-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001193125-26-245310
Open on SEC.gov ↗
Showing in the filing
Operating income
“$390 to $410 million”
Period
FY2026
Measure
GAAP-tied
Source
Prose
All guidance in this release · 10
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 Q2 FY2026
“Down YoY”
Gross Margin for FY2026
“Up YoY”
SG&A for FY2026
“+HSD”
Depreciation and Amortization for Q2 FY2026
“Mid $50 millions”
Depreciation and Amortization for FY2026
“Approximately $220M”
Operating Income for Q2 FY2026
“$45 to $50 million”
Weighted Average Share Count for Q2 FY2026
“Low 170 millions”
Exhibit 99.1 · the passage around this item
… earlier in the release
Reports First Quarter Fiscal 2026 Results • Record first quarter revenue of $1.2 billion, increasing 10% to last year • Aerie achieved record first quarter revenue with comps up 25%; surpasses $2 billion in revenue on a trailing 12 month basis • Operating profit of $28 million exceeded first quarter guidance • Reiterates fiscal 2026 operating income guidance of $390 to $410 million May 28, 2026 – PITTSBURGH – (BUSINESS WIRE) – American Eagle Outfitters, Inc. (NYSE: AEO) today announced financial results for the first quarter ended May 2, 2026. “We entered 2026 with strong momentum, delivering double-digit top-line growth and operating income ahead of guidance. This quarter reflected the strength of our portfolio and the power of Aerie. Driven by compelling product assortments and a deep emotional connection with customers, the brand achieved exceptional multi-channel growth and profitability, further amplified by the continued relevance of the '100% Aerie REAL' campaign. While results at American Eagle were mixed, our teams are moving decisively to reignite the women’s business and strengthen product execution and brand positioning,” commented Jay Schottenstein, Executive Chairman of the Board and Chief Executive Officer - AEO Inc.   “Looking ahead, our priorities are clear. Despite continued consumer and macroeconomic uncertainty, we remain confident in our ability to navigate near-term headwinds. We are focused on operational excellence and disciplined execution to drive long-term value for AEO and our shareholders,” he concluded.     First Quarter 2026 Re
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.