10-Q quarterly report · filed Sep 10, 2026

AMERICAN EAGLE OUTFITTERS INC (AEO) Q3 2026 10-Q Quarterly Report

Short answer

AMERICAN EAGLE OUTFITTERS INC (AEO) filed its Q3 2026 10-Q quarterly report on Sep 10, 2026 for the quarter ended Aug 1, 2026. Quarterly revenue was $1.4B (up 7.5% year over year) with net income of $134M.

Q3 2026 key financials · XBRL

Revenue
$1.4B
+7.5% YoY · +15.5% QoQ
Net income
$134M
+72.7% YoY · +470.0% QoQ
Operating margin
15.3%
Gross margin
48.7%
EPS (diluted)
$0.78
+81.4% YoY · +457.1% QoQ

Source: XBRL data from the AMERICAN EAGLE OUTFITTERS INC (AEO) Q3 2026 10-Q on SEC EDGAR. USD.

AMERICAN EAGLE OUTFITTERS INC Q3 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Q2 revenue $1.380B, up 8% YoY from $1.284B
  • Gross margin 48.7% vs 38.9% YoY; operating margin 15.3% vs 8.0%
  • Aerie strongest: revenue $535.8M, up 25%; American Eagle weakest comparable sales, down 1%
  • Tariff refunds $195.7M received; $70.8M paid under Participation Agreement
  • Ongoing tariff uncertainty, inflation, and macroeconomic pressure on consumer spending as headwinds

Risk Factors

  • No Risk Factors section provided; supplied text covers issuer repurchases, trading plans, exhibits, and signatures
  • Financial activity: 15,959 shares repurchased for tax withholding at average $16.53 per share
  • Capital allocation: 46,084,301 shares remained available under the repurchase program
  • Financing documentation: Credit Agreement Amendment No. 2 dated June 4, 2026 disclosed as an exhibit

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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