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Reported September 9, 2026 · After market close

Revenue$1.4BBeat by $10.9M
EPS$0.79Beat by $0.57
Revenue estimate$1.4B
EPS estimate$0.22
“The second quarter reflects the value of our AEO Inc. portfolio, led by the broad-based momentum of Aerie and OFFLINE, alongside encouraging progress at American Eagle. We continue to expand Aerie's reach and deepen brand awareness, leveraging authentic connections to attract new customers and fuel engagement. AE saw sequential improvement from the first quarter, including the fourth consecutive quarter of growth in men's, and we remain focused on opportunities to drive greater consistency in the women's business. Looking ahead to the second half, we are committed to building on the continued momentum in Aerie and OFFLINE, accelerating improvement at American Eagle, and unlocking greater consistency and profitability across the business.”
Jay Schottenstein

Next report

Dec 1, 2026 (in 2 months)
Revenue estimate$1.5B
EPS estimate$0.49

Financials

Q2 2026

Income statement

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Revenue$1.4B+7.5%
Gross profit$672.1M+34.4%
Operating income$211.4M+105%
Net income$134.1M+72.7%
EPS (diluted)$0.79+75.6%

Balance sheet

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Cash & equivalents$148.0M+16.7%
Total debt$1.9B-3.8%
Total equity$1.8B+14.4%
Total assets$4.3B+5.4%

Cash flow

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Operating cash flow$181.5M+553%
CapEx$66.2M-6.7%

Valuation & ratios

Valuation

as of 10/09/26
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Market cap$3.01B+17.4%
Enterprise value$4.78B+7.8%
P/E8.9×-4.1×
P/S0.5×0.0×

Profitability

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Gross margin40.5%+3.6pp
Operating margin7.8%+2.7pp
Net margin5.9%+2.1pp

Returns & leverage

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Return on equity20.4%+8.2pp
Debt / equity1.1×-0.2×
Current ratio1.6×0.0×

Segments

By segment

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American Eagle Brand$805.9M+0.7%
Aerie Brand$535.8M+24.9%

FAQ

When did American Eagle Outfitters report Q2 2026 earnings?
American Eagle Outfitters (AEO) reported Q2 2026 earnings on September 9, 2026 after market close.
What were American Eagle Outfitters's Q2 2026 revenue and EPS?
American Eagle Outfitters reported revenue of $1.4B and eps of $0.79 for Q2 2026.
Did American Eagle Outfitters beat estimates in Q2 2026?
Revenue beat the consensus estimate of $1.4B by $10.9M. EPS beat the consensus estimate of $0.22 by $0.57.
How did American Eagle Outfitters's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 7.5% from $1.3B a year earlier and eps grew 75.6% from $0.45.
Where can I find American Eagle Outfitters's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001193125-26-386510) and the 10-Q periodic report (0001193125-26-387856) directly on SEC EDGAR. The filing index links above go to sec.gov.