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Get filing alertsAmerican Eagle Outfitters Q2 revenue up 8% to $1.38B, raises FY26 operating income guidance
Filed September 9, 2026 · Period ending September 9, 2026 · ~1 min read
Key Changes
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Q2 FY2026 total net revenue rose 8% to $1.38 billion, with total comparable sales up 6%. Aerie comparable sales grew 19% while American Eagle comparable sales decreased 1%.
Exhibit 99.1 view on EDGAR → -
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Gross profit increased 34% to $672 million, and gross margin expanded 980 basis points to 48.7%, including a $179 million net benefit from tariff refunds.
Exhibit 99.1 view on EDGAR → -
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Operating profit more than doubled to $211 million, with operating margin expanding to 15.3% from 8.0%. Diluted EPS rose to $0.79 from $0.45.
Exhibit 99.1 view on EDGAR → -
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AEO received $196 million in IEEPA tariff refunds during the quarter, including interest, with a net operating income benefit of $161 million.
Exhibit 99.1 view on EDGAR → -
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Updated fiscal 2026 operating income guidance to $540–$550 million, inclusive of net tariff refund benefit, and provided Q3 2026 operating income guidance of $110–$115 million.
Exhibit 99.1 view on EDGAR →
Summary
American Eagle Outfitters reported strong second quarter fiscal 2026 results, with revenue up 8% to $1.38 billion and comparable sales up 6%. The quarter benefited significantly from $196 million in IEEPA tariff refunds, which boosted gross margin by 1300 basis points and contributed $161 million to operating income.
Operating profit more than doubled to $211 million, and diluted EPS rose to $0.79 from $0.45 a year ago. Aerie continued to drive growth with a 19% comparable sales increase, while the American Eagle brand saw a 1% decline. The company raised its full-year operating income guidance to $540–$550 million, reflecting the tariff refund benefit, and set third quarter operating income guidance of $110–$115 million.
For retail investors, the results show strong profitability and margin expansion, though a significant portion of the improvement came from one-time tariff refunds rather than core operations. The updated guidance suggests management expects continued solid performance, but investors should note the American Eagle brand's slight comparable sales decline as a potential area to watch.
Section-by-Section Diff
Event · Item 2.02 — Results of Operations and Financial Condition
American Eagle Outfitters issued a press release announcing Q2 FY2026 financial results for the quarter ended August 1, 2026.
Added in current filing · verify on EDGAR →
On September 9, 2026, American Eagle Outfitters, Inc. (the “Company”) issued a press release announcing, among other things, the Company’s financial results for the second quarter ended August 1, 2026.
The 8-K discloses that the company issued a press release with its second quarter financial results. The actual figures are in Exhibit 99.1, which is not included in the body text provided.
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Figures/quotes linked to EDGAR · Narrative written by AI · Sep 10, 2026 · How we verify