American Eagle Outfitters Inc. $(AEO)$ reported Q4 FY2025 total net revenue of USD 1.8 billion (+10%), with total comparable sales up 8%. By brand, Aerie comparable sales rose 23% and American Eagle comparable sales increased 2%. Q4 gross profit was USD 651 million (+9%) and gross margin was 37.0%; AEO said the net tariff impact was USD 50 million (280 basis points) to gross margin. Q4 GAAP operating profit was USD 96 million, including USD 84 million of impairment and restructuring charges tied to the exit from the Quiet Platforms third party logistics business, store impairments and corporate restructuring; adjusted operating profit was USD 180 million (+27%). Q4 net income attributable to shareholders was USD 88 million, with GAAP diluted EPS of USD 0.50 and adjusted diluted EPS of USD 0.84. For FY2025, AEO posted total net revenue of USD 5.5 billion (+3%) and GAAP operating income of USD 226 million; adjusted operating income was USD 328 million. FY2025 net income attributable to shareholders was USD 192 million and GAAP diluted EPS was USD 1.09. Ending inventory was USD 702 million (+10%) with units up 3%. AEO returned USD 341 million to shareholders in FY2025, including USD 256 million in share repurchases and USD 85 million in dividends. For FY2026, AEO guided for operating income of USD 390 million to USD 410 million, with comparable sales expected to rise by a mid single digit percentage and gross margin up year over year; it also guided FY2026 capital expenditures of USD 250 million to USD 260 million. For Q1 FY2026, AEO expects comparable sales up by a high single digit percentage and operating income of USD 20 million to USD 25 million. Executive Chairman and CEO Jay Schottenstein said improved trends in the back half of FY2025 drove a record Q4 and that the company is focused on investing in its brands and driving additional corporate savings and efficiency.

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