AEO
American Eagle Outfitters, Inc.
AEO Q2 2026 earnings
Published Sep 9, 2026
AI summary
- GAAP EPS beat consensus.
- Total revenue reached $1.38 billion, an 8% increase compared to the same quarter last year.
- Diluted earnings per share rose to $0.79 from $0.45 in the prior year period.
- Aerie and OFFLINE brands drove growth with a 19% increase in comparable sales.
- Operating results were significantly boosted by a $161 million net benefit from tariff refunds.
Results vs analyst consensus
Revenue
Reported
$1.38B
Consensus not captured before release
+7.5% YoY
EPS · GAAP (street basis)
Reported · Diluted EPS (GAAP, street basis)
$0.79
Consensus $0.22
Beat by $0.57GAAP EPS: $0.79
Consensus: Yahoo Finance · Q2 2026 · EPS estimate at release
Revenue display rounded; difference uses exact result.
Next quarter outlook
No guidance in this release.
What to watch
- Results include a $161 million net benefit from tariff refunds that significantly impacted margins.
- Interest expense increased due to an agreement related to the sale of certain tariff refund claims.
- American Eagle brand comparable sales decreased by 1% during the quarter.
Read original report
Source: American Eagle Outfitters, Inc. press release · SEC Form 8-K exhibit 99.1