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Guidance history, every release

American Eagle Outfitters (AEO) · 8 releases, Dec 4, 2024 to Sep 9, 2026 · rows are metrics, columns are releases

Raised · a change from the previous releaseSame · restated unchanged— · not stated in that releaseEvery value links to its sentence in the filing

Metric	Dec 4, 2024 FY25 Q3	Mar 12, 2025 FY25 Q4	May 13, 2025 FY26 Q1	Sep 3, 2025 FY26 Q2	Dec 2, 2025 FY26 Q3	Mar 4, 2026 FY26 Q4	May 28, 2026 FY27 Q1	Sep 9, 2026 FY27 Q2
For FY2026
Comparable sales	—	—	—	—	New“positive 8% to 9%”	—	—	—
Comparable Sales	—	—	—	—	—	New“+ Mid-Single Digit”	Reiterated“+Mid Single Digit”	Reiterated“+Mid Single Digits”
Gross Margin	—	—	—	—	—	—	—	New“Flat YoY”
Gross Margin	—	—	—	—	—	—	New“Up YoY”	Reiterated“Up YoY”
Gross Margin	—	—	—	—	—	—	New“Down YoY”	—
Gross Margin	—	—	—	—	—	New“Up YoY”	—	—
Operating income	—	—	—	—	—	New“$390 to $410 million”	Reiterated“$390 to $410 million”	Raised“$540 to $550 million”
Operating income	—	—	—	New“$255 to $265 million”	—	—	—	—
Operating Income	—	—	—	—	—	—	—	New“$110 M to $115 M”
Operating Income	—	—	—	—	—	—	New“$45 to $50 million”	—
Operating Income	—	—	—	—	—	New“$20 to $25 M”	—	—
Capital expenditures	—	—	—	—	—	New“$250 to $260 million”	Reiterated“$250 to 260 million”	Reiterated“$250 to $260 million”
Depreciation and Amortization	—	—	—	—	—	—	—	New“$55 M”
Depreciation and Amortization	—	—	—	—	—	New“$225 M”	Lowered“Approximately $220M”	Lowered“Approximately $215 M”
Depreciation and Amortization	—	—	—	—	—	—	New“Mid $50 millions”	—
Depreciation and Amortization	—	—	—	—	—	New“$54 M”	—	—
SG&A	—	—	—	—	—	New“+MSD”	Raised“+HSD”	Raised“+Low-Double Digits”
SG&A	—	—	—	—	—	New“+10%”	—	—
Weighted Average Share Count	—	—	—	—	—	—	—	New“Low 170 millions”
Weighted Average Share Count	—	—	—	—	—	—	New“Low 170 millions”	—
Weighted Average Share Count	—	—	—	—	—	New“176 M”	—	—
Weighted Average Share Count	—	—	—	—	—	New“177 M”	—	—
For FY2025
Revenue	—	New“Mid-single digit decline”	—	—	—	—	—	—
Revenue	—	New“Low-single digit decline”	—	—	—	—	—	—
Total Revenue Growth	—	—	—	—	New“similar growth”	—	—	—
Comparable Sales	New“up approximately 1%”	—	—	—	Raised“positive 8% to 9%”	—	—	—
Comparable Sales	—	—	—	—	New“low single digits”	—	—	—
Comparable Sales	—	—	—	New“Approximately Flat”	—	—	—	—
Adjusted Operating Income	—	—	—	—	New“$303 to $308 million”	—	—	—
Gross Margin	—	—	—	New“Down YoY”	Reiterated“Down YoY”	—	—	—
Gross Margin	—	—	—	New“Down YoY”	—	—	—	—
Gross Margin	—	New“Down YoY”	—	—	—	—	—	—
Operating Income	—	—	—	—	New“$155 to $160 million”	—	—	—
Operating Income	—	New“$360 to $375 million”	—	Lowered“$255 to $265 million”	Raised“$303 to $308 million*”	—	—	—
Operating Income	—	—	—	New“$95 to $100 million”	—	—	—	—
Operating Income	—	—	—	New“$125 to $130 million”	—	—	—	—
Operating Income	—	New“$20 to $25 million”	—	—	—	—	—	—
Capital expenditures	—	New“approximately $300 million”	—	Lowered“approximately $275 million”	Reiterated“approximately $275 million”	—	—	—
D&A	—	—	—	New“Approximately $54 million”	—	—	—	—
D&A	—	—	—	New“Approximately $56 million”	—	—	—	—
D&A	—	New“Approximately $230M”	—	Lowered“Approximately $217 million”	—	—	—	—
Depreciation & Amortization	—	—	—	—	New“Approximately $56 million”	—	—	—
Depreciation & Amortization	—	—	—	—	New“Approximately $216 million”	—	—	—
Net tariff Impact	—	—	—	—	New“Approximately $50 million”	—	—	—
Net tariff Impact	—	—	—	—	New“Approximately $70 million”	—	—	—
SG&A	—	—	—	New“Dollars Flat to Down Slight YoY”	Raised“Dollars up Low to Mid Single Digit”	—	—	—
SG&A	—	—	—	New“Dollars Up High Single Digit”	—	—	—	—
SG&A	—	New“Low-single digit dollar decline”	—	Raised“Dollars Up YoY”	—	—	—	—
SG&A	—	New“Flat dollars”	—	—	—	—	—	—
Tax Rate	—	—	—	New“Approximately 25%”	Raised“Approximately 28%”	—	—	—
Tax Rate	—	New“Approximately 25%”	—	—	Raised“Approximately 27%”	—	—	—
Tax Rate	—	—	—	New“Approximately 25%”	—	—	—	—
Weighted Average Share Count	—	—	—	New“Approximately 172 million”	Raised“Approximately 173 million”	—	—	—
Weighted Average Share Count	—	New“Low 190 million*”	—	Lowered“Approximately 174 million”	Reiterated“Approximately 174 million”	—	—	—
Weighted Average Share Count	—	—	—	New“Approximately 172 million”	—	—	—	—
For FY2024
Total Revenue	New“down 4%”	—	—	—	—	—	—	—
Total Revenue	New“up 1%”	—	—	—	—	—	—	—
Comparable Sales	New“up approximately 1%”	—	—	—	—	—	—	—
Comparable Sales Growth	New“approximately 3%”	—	—	—	—	—	—	—
Adjusted Operating Income	New“$428 to $433 million”	—	—	—	—	—	—	—
Operating Income	New“$125 to $130 million”	—	—	—	—	—	—	—
Capital expenditures	New“$225 to $245 million”	—	—	—	—	—	—	—
SG&A	New“expected to leverage”	—	—	—	—	—	—	—
No period stated
Comparable sales	—	—	—	—	New“the low single digits”	—	—	—
Adjusted operating income	—	—	—	—	New“$303 to $308 million”	—	—	—
Add: Impairment, Restructuring and Other Charges (1)	New“$18”	—	—	—	—	—	—	—
GAAP Basis	New“$410”	—	—	—	—	—	—	—
Non-GAAP Basis	New“$428”	—	—	—	—	—	—	—
Share repurchase authorization	—	New“an additional 50 million shares”	—	—	—	—	—	—

Values in quotation marks are the company’s words. Change labels compare each statement with the same metric and target year in the previous release. HighGravityData does not judge whether guidance was met.