Welcome to our dedicated page for American Eagle Outfitters SEC filings (Ticker: AEO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
American Eagle Outfitters filings document the formal disclosures of a NYSE-listed specialty retailer with common stock trading under AEO. Recent 8-K reports cover quarterly and annual financial results, Regulation FD updates, fiscal outlooks and operating commentary for the American Eagle, Aerie and OFFL/NE brands, including comparable sales, channel performance, capital returns and restructuring charges tied to corporate efficiency actions.
Governance filings record annual meeting matters such as director elections, auditor ratification and advisory executive-compensation votes. The filings also identify the company’s common stock, par value and exchange listing, and provide disclosure around shareholder voting, capital structure and material events.
American Eagle Outfitters returned to profitability for the 13 weeks ended May 2, 2026. Total net revenue rose to $1.195 billion, up 10% from $1.090 billion. Aerie drove growth with 34% higher revenue and a 25% comparable sales increase, while American Eagle revenue declined 2% with comparable sales down 2%.
Gross profit increased 41% to $456.2 million, and gross margin improved to 38.2% from 29.6%, helped by higher sales, lower occupancy burden and the absence of a prior-year $75 million inventory write-down. Operating results swung from an operating loss of $85.2 million to operating income of $28.2 million, with diluted earnings per share improving to $0.14 from a loss of ($0.36).
Cash used in operating activities was $65.2 million, and cash and cash equivalents declined to $103.3 million from $238.9 million at the beginning of the period. Long-term debt under the revolving credit facility was $85.0 million, and merchandise inventory increased to $816.7 million. Management highlights ongoing macroeconomic, inflation and tariff-related risks but continues to emphasize omni-channel investments and disciplined cost control.
American Eagle Outfitters reported a strong turnaround in first-quarter fiscal 2026. Total net revenue reached $1.2 billion, up 10% year over year, with comparable sales up 8%. Aerie drove growth, posting 25% comparable sales growth and surpassing $2 billion in trailing 12‑month revenue.
Profitability improved sharply as gross profit rose 41% to $456 million and gross margin expanded to 38.2%, helped by lapping a prior $75 million inventory write-down. The company generated operating income of $28 million versus a loss last year, and diluted EPS was $0.14 compared with a $0.36 loss. Management reiterated full-year 2026 operating income guidance of $390 to $410 million, while returning $74 million to shareholders through buybacks and dividends.
American Eagle Outfitters is asking stockholders to vote at its virtual-only 2026 annual meeting on June 26, 2026, including re-electing CEO Jay L. Schottenstein as a Class I director, ratifying EY as auditor, approving 2025 executive pay, and expanding the 2023 Stock Award and Incentive Plan.
Fiscal 2025 delivered record revenue of $5.5 billion, with Aerie up 12% to $1.9 billion and American Eagle at $3.4 billion, but operating income fell 47% and adjusted operating income declined 26% due to higher tariffs and heavier advertising.
The company generated $456 million in operating cash flow, invested $261 million in capital expenditures, and returned $341 million to stockholders through $85 million in dividends and $256 million of buybacks, including a $200 million accelerated share repurchase. AEO ended the year with about $240 million in cash and no debt, while the Board highlighted strong governance practices, a mostly independent six-member board after the meeting, and plans to add at least one new independent director in Fiscal 2026.
American Eagle Outfitters (AEO) filed a preliminary proxy for the June 26, 2026 virtual annual meeting, asking stockholders to elect a Class I director, approve certificate amendments, ratify EY as auditor, cast a Say-on-Pay vote, and approve an amendment to the 2023 Stock Award and Incentive Plan.
Fiscal 2025 produced record $5.5 billion revenue, with Aerie $1.9 billion and American Eagle $3.4 billion. Operating cash flow was $456 million, capital expenditures were $261 million, and the company returned $341 million to stockholders (including $256 million repurchases; 21 million shares repurchased). The Board approved a $200 million accelerated share repurchase program and reported $59 million of charges related to the Quiet Platforms wind-down. AEO reported approximately $240 million in cash and no debt.
Spiegel Noel Joseph reported acquisition or exercise transactions in this Form 4 filing.
AMERICAN EAGLE OUTFITTERS INC director Noel Joseph Spiegel received an award of 1,216 share units as compensation. These share units carry the economic equivalent of one share of common stock each and were granted at no cash cost. According to the disclosure, the share units, including amounts from accrued dividend equivalent rights, become payable only when Spiegel’s service as a director ends. After this award and related dividend equivalents, Spiegel holds a total of 175,474 share units representing deferred economic exposure to the company’s common stock.
AMERICAN EAGLE OUTFITTERS INC director David M. Sable reported an acquisition of 329 share units as a grant or award. Each share unit has the economic equivalent of one share of common stock and becomes payable when his service as a director ends. Footnotes explain that these units arise from dividend equivalent rights on previously awarded share units. After this award, he directly holds a total of 47,433 share units linked to American Eagle common stock.
PAGE JANICE E reported acquisition or exercise transactions in this Form 4 filing.
AMERICAN EAGLE OUTFITTERS INC director Janice E. Page received 26 share units as a compensation-related award. These share units have the economic equivalent of one share of common stock each and are tied to previously awarded share units through dividend equivalent rights.
The grant increased her directly held share units to a total of 3,686. The share units become payable only upon her termination of service as a director, so this filing reflects a routine, non-market equity compensation update rather than an open-market stock purchase or sale.
MCMILLAN CARY D reported acquisition or exercise transactions in this Form 4 filing.
American Eagle Outfitters director Cary D. McMillan received an award of 1,267 share units on April 24, 2026. Each share unit has the economic equivalent of one share of common stock and becomes payable when his service as a director ends.
The new award, which includes share units tied to accrued dividend equivalent rights, brings his total direct holdings to 182,829 share units linked to American Eagle common stock.
AMERICAN EAGLE OUTFITTERS INC director Deborah A. Henretta reported a routine compensation grant of share units. She acquired 612 share units at a price of $0.00 per unit, each having the economic equivalent of one share of common stock. These share units, including amounts from accrued dividend equivalent rights, become payable when her service as a director ends. Following this award, she holds a total of 88,205 share units directly.