Q4: 2026-03-04 Earnings Summary
EPS of $0.84 beats by $0.13
| Revenue of $1.76B (9.73% Y/Y) beats by $21.53M
American Eagle Outfitters, Inc. (AEO) Q4 2025 Earnings Call March 4, 2026 4:30 PM EST
Company Participants
Judy Meehan – Senior Vice President of Corporate Communications & Investor Relations
Jay Schottenstein – Executive Chairman of the Board & CEO
Jennifer Foyle – President and Executive Creative Director of AE & Aerie
Mike Mathias – Executive VP & CFO
Conference Call Participants
Paul Lejuez – Citigroup Inc. Exchange Research
Jay Sole – UBS Investment Bank, Research Division
Matthew Boss – JPMorgan Chase & Co, Research Division
Jungwon Kim – TD Cowen, Research Division
Dana Telsey – Telsey Advisory Group LLC
Janine Hoffman Stichter – BTIG, LLC, Research Division
Jonathan Keypour – Goldman Sachs Group, Inc., Research Division
Corey Tarlowe – Jefferies LLC, Research Division
Marni Shapiro – The Retail Tracker
Janet Kloppenburg – JJK Research Associates, Inc.
Presentation
Operator
Good afternoon, everyone. Welcome to the AEO, Inc. Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note, this event is being recorded.
I would now like to turn the conference over to Judy Meehan, Head of Investor Relations and Corporate Communications. Please go ahead.
Judy Meehan
Senior Vice President of Corporate Communications & Investor Relations
Good afternoon, everyone. Today, we issued our fourth quarter and fiscal year 2025 press release. Note that included in the release and during this call, certain financial metrics are presented on both a GAAP and non-GAAP adjusted basis. Reconciliations of adjusted results to the GAAP results are available in the tables attached to the earnings release, which is posted on our corporate website at www.aeo-inc.com in the Investor Relations section. Here, you can also find our fourth quarter investor presentation.
During today’s call, we will make certain forward-looking statements. These statements are based upon information that represents the company’s current expectations or beliefs. The results actually realized may differ materially based on risk factors included in our SEC filings. The