AEO Q2 profit surges 73% to $134.1M on $196M tariff refunds; revenue up 7.5%

Filed September 10, 2026 · Period ending August 1, 2026 · Compared to 10-Q Sep 9, 2025 · ~2 min read

Key Changes

• high

  Net income rose, or per share, boosted by a per share benefit from IEEPA tariff refunds.

  MD&A: Results verify on EDGAR →
• high

  Total revenue increased 7.5% to $1.38B, with Aerie up 25% and American Eagle up 1%, though the quarter had one fewer week than last year.

  MD&A: Revenue verify on EDGAR →
• high

  Gross margin expanded 980 basis points to 48.7%, driven by of tariff refunds recognized as a reduction of cost of sales.

  MD&A: Gross Profit verify on EDGAR →