Q4 Results

American Eagle Outfitters (AEO) reported fiscal Q4 2025 revenue of $1.8 billion, a 10 % year‑over‑year increase, driven by Aerie’s 23 % comparable sales growth, OFFLINE’s double‑digit gains and American Eagle’s 2 % growth. Gross profit totaled $651 million, with the gross margin falling 30 basis points to 37 % because of tariff pressure and higher markdowns, yet operating income rose 27 % to $180 million and diluted earnings per share were $0.84. The company’s adjusted net income was $87.9 million, and it returned $341 million to shareholders through buybacks and dividends. Cash on hand at year‑end was nearly $224 million and the firm carried no debt.