AMERICAN EAGLE OUTFITTERS INC 8K

American Eagle Outfitters, Inc. reported strong second quarter fiscal 2026 results boosted by tariff refunds and raised its full-year operating income guidance to $540–$550 million.

American Eagle Outfitters, Inc. reported its second quarter fiscal 2026 results, announcing record revenue of $1.38 billion, up 8% year-over-year, with total comparable sales increasing 6%, driven largely by 19% comparable sales growth at Aerie and OFFLINE, significant gross margin expansion to 48.7% (aided by a $179 million net tariff refund benefit), and operating income more than doubling to $211 million; the company also disclosed receiving $196 million in IEEPA tariff refunds (net operating income benefit of $161 million after related incentive compensation and an agreement-related interest charge), updated full-year fiscal 2026 operating income guidance to a range of $540–$550 million inclusive of tariff refunds, detailed capital expenditures and shareholder dividends, and provided outlook metrics for third quarter and full-year 2026 performance.

Filing Facts

CIK

919012

Ticker

-

Form

8K

Source Type

sec

Accession

0001193125-26-386510

Alert Tier

7