American Eagle Q2 profit jumps 72.7% to $134.1M on $195.7M tariff refunds

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

Key Changes

• high

  Net income rose 72.7% to $134.1M, or $0.79 per share, driven by $195.7M of IEEPA tariff refunds recognized as a reduction of cost of sales.

  MD&A: Tariff Refunds verify on EDGAR →
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  Operating income more than doubled to $211.4M from $103.1M, while total revenue grew 7.5% to $1.38B, led by a 25% jump in Aerie sales.

  MD&A: Results verify on EDGAR →
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  The company paid $70.8M to a buyer under a tariff refund participation agreement, and recorded $44.7M of accretion expense in interest, partially offsetting the refund benefit.

  Notes: Participation Agreement verify on EDGAR →