AMERICAN EAGLE OUTFITTERS INC (AEO) Q4 2025 10-Q Quarterly Report
Filed: Dec 9, 2025Period ending Nov 1, 2025
Consumer Discretionary
Retail-Family Clothing StoresSEC EDGAR AMERICAN EAGLE OUTFITTERS INC (AEO) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Dec 9, 2025 for the fiscal period ending Nov 1, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
AMERICAN EAGLE OUTFITTERS INC Q4 2025 10-Q Analysis
Management Discussion & Analysis
- • Revenue improvement in Q3 Fiscal 2025 vs Q3 Fiscal 2024; exact YoY $ amount not disclosed
- • Operating income for Q3 Fiscal 2025 slightly ahead of Q3 Fiscal 2024, specific margins not stated
Risk Factors
- • New operational risk: Supply chain network optimization with closure of 2 fulfillment centers caused $15.3 million impairment in 39 weeks FY2025
- • Updated financial risk: Increased borrowings of $210 million under Credit Facility as of Nov 1, 2025, raising interest expense to $3.8 million YTD
AMERICAN EAGLE OUTFITTERS INC Q4 2025 Quarterly FinancialsXBRL
Revenue
$1.4B
▲ +5.7% YoY▲ +6.2% QoQ
Net Income
$91M
▲ +14.2% YoY▲ +17.7% QoQ
Gross Margin
40.5%
▼ -35bp YoY▲ +155bp QoQ
Operating Margin
8.3%
▲ +3bp YoY▲ +23bp QoQ
Net Margin
6.7%
▲ +50bp YoY▲ +66bp QoQ
ROE
5.6%
▲ +104bp YoY
Total Assets
$4.2B
▲ +12.1% YoY
EPS (Diluted)
$0.52
▲ +26.8% YoY▲ +20.9% QoQ
Operating Cash Flow
$67M
▲ +26.9% YoY▲ +141.4% QoQ
Source: XBRL data from AMERICAN EAGLE OUTFITTERS INC Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.
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