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American Eagle Outfitters (AEO) Tops Q3 EPS by 10c

December 2, 2025 4:11 PM EST

American Eagle Outfitters (NYSE: AEO) reported Q3 EPS of $0.53, $0.10 better than the analyst estimate of $0.43. Revenue for the quarter came in at $1.36 billion versus the consensus estimate of $1.32 billion.

Outlook

Based on stronger sales trends, the company is raising its fourth quarter operating income guidance to $155 to $160 million based on comparable sales in the range of positive 8% to 9% with similar growth for total revenue. Previous fourth quarter guidance of operating income of $125 to $130 million was based on comparable sales in the positive low single digits. For the year, adjusted operating income guidance rises to $303 to $308 million, with comparable sales in the low single digits from prior guidance of adjusted operating income of $255 to $265 million on flat comparable sales.

Fourth Quarter 2025

Fiscal 2025

Comparable Sales

Up 8% to 9%

Low Single Digits

Gross Margin

Down YoY

Down YoY

Net Tariff Impact

Approximately $50 million

Approximately $70 million

SG&A

Dollars up Low to Mid Single Digit

Dollars up Low to Mid Single Digit

Depreciation & Amortization

Approximately $56 million

Approximately $216 million

Operating Income

$155 to $160 million

$303 to $308 million*

Tax Rate

Approximately 28%

Approximately 27%

Weighted Average Share Count

Approximately 173 million

Approximately 174 million

* Excludes impairment and restructuring charges of $17 million recorded in the First Quarter 2025, as disclosed in the Company's Form 10-Q filed on June 5, 2025.

For earnings history and earnings-related data on American Eagle Outfitters (AEO) click here.



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