American Eagle Outfitters, Inc. (AEO)

American Eagle Outfitters’ preliminary results for the second fiscal quarter of 2026 showed EPS topping expectations while revenue came in line, as reported September 9, 2026. Revenue rose 7.5% to about $1.4 billion (up from roughly $1.3 billion a year ago), with the business centered on its American Eagle and Aerie brands. On the bottom line, EPS of $0.79 topped the $0.22 estimate by $0.57 and was up from $0.45 a year ago, while net income jumped 72.7% to about $134 million (from roughly $77.6 million a year ago). Profitability was reflected in gross margin of ~49% and operating margin of ~15%, with gross profit around $672 million and operating income about $211 million. Against consensus, revenue of $1.380 billion was in line with the $1.369 billion estimate, +0.8%. For the next period, consensus calls for EPS of $0.56 on revenue of $1.431 billion.