American Eagle (AEO) Reports Q2 2026 Earnings with Strong Performance from Aerie
American Eagle Outfitters Inc. reported second-quarter earnings for fiscal year 2026, delivering revenue of $1.4 billion and a 6% increase in comparable sales. The company attributed its strong performance to the continued momentum at Aerie, which saw total revenue growth of 25%, with comparable sales up by 19%. American Eagle's overall revenue grew slightly by 1%, though it experienced a 1% decline in comparable store sales, an improvement from Q1. The company reported operating income of $211 million for the quarter, which included a net tariff refund benefit of approximately $161 million. Jay Schottenstein, CEO and Executive Chairman, highlighted progress at American Eagle while expressing confidence in Aerie's long-term growth potential. He also acknowledged Ravi Thanawala’s appointment as CFO, emphasizing his financial expertise and contribution to the company. The call underscored a focus on profitability improvement across both brands and noted ongoing efforts to strengthen brand relevance and customer engagement.
Tickers: $AEO
Topics: corporate communications financial results Q2 earnings call