Pricing Log in Create free account
Friday 6 November 2026 Export AEO’s income statement to Excel — free account

American Eagle Outfitters, Inc.

AEO Consumer Cyclical Apparel Retail

American Eagle Outfitters, Inc.’s revenue for fiscal 2026 (year ended January 2026) was $5.5 billion, up 4.10% from fiscal 2025.

Revenue
+7.53%
EPS
+77.8%
Free cash flow
+367.3%
Total debt
−50.0%

Quarter to July 2026, against a year earlier

20.40 0.96 −4.49%
Market cap
$3.4B
P/E
10.2×
Fwd P/E
8.6×
Dividend yield
2.45%
F-score
5/9
Altman Z
3.63
Beneish M
−2.72
Dividend safety
73/100
Overview
Financials
Income Statement Balance Sheet Cash Flow Metrics & Ratios

Insider Decisions last twelve months

Sold, $m 39.24
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell 4 3 — — 2 — — 3 — — 2 —
Insider Ownership 6.72%

Capital & Financial Ratios $m

Size
Market Cap 3,410.00
Revenue ttm 5,749.62
Net income ttm 330.75
Free cash flow ttm 343.50
Net debt Q (92.95)
Valuation
P/E 10.20
Forward P/E 8.61
Price / sales 0.59
Forward P/S Powerpack
Price / FCF 9.92
Price / book 1.93
Financial health
Current ratio Q 1.59 (at or above 1.5: strong)
Debt / equity Q 0.03 (at or below 0.5: strong)
Interest coverage Q 4.49
Growth
Revenue growth Q +7.53% (above 0%: growing)
Operating income growth Q +105.08% (above 0%: growing)
EPS, this year +45.01% (at or above 15%: strong)
EPS, next year A −11.36% (below 0%: weak)
Revenue, next year A +5.60%
EPS, past 5 yrs —
EPS, next 5 yrs A +14.81%

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

EV/Sales, ten years
EV/Sales is 0.6×, against a ten-year median of 0.7×; over the ten years it ranged from 0.3× in 2020 to 1.4× in 2021.
P/E against its own 10 years 19.47%
10-year low 10-year high
P/S against its own 10 years 35.97%
10-year low 10-year high
P/B against its own 10 years 34.07%
10-year low 10-year high
EV/Sales against its own 10 years 33.26%
10-year low 10-year high
EV/FCF against its own 10 years 12.81%
10-year low 10-year high

Dividends

Yield
2.45%
Annual rate
0.50
Payout ratio
25.5%
Growth, 2018–26
−1.18%/yr
  1. 0.55 ’18
  2. 0.41 ’19 −25
  3. 0.41 ’20 +0
  4. 0.82 ’21 +98
  5. 0.36 ’22 −56
  6. 0.30 ’23 −17
  7. 0.50 ’24 +67
  8. 0.50 ’25 +0
  9. 0.50 ’26 +0
paid change on the year, % Powerpack

Assets vs Liabilities $m

2024 2025 2026 Q'26
Cash 454 359 239 148
Receivables 248 262 259 245
Inventory 641 637 702 818
Other 26 20 21 22
1,433 1,354 1,314 1,337
2024 2025 2026 Q'26
Payables 268 281 252 254
ST’ Debt — — — —
Other 140 145 172 153
891 883 868 839

Compound Annual Growth %

10y 5y 3y
Sales 4.65% 8.09% 3.59%
Cash Flow 2.93% 17.64% 3.94%
Earnings (1.27%) 0.00% 15.33%
Book Value 4.87% 9.25% 1.89%

Earnings Trends EPS, adjusted, against the consensus

Q2 FY26 Estimate 0.21 Actual 0.79

Earnings per share against the consensus, by quarter
Quarter Estimate Reported Result
Q3 FY25 0.43 0.53 Beat by 0.10
Q4 FY25 0.71 0.84 Beat by 0.13
Q1 FY26 0.11 0.14 Beat by 0.03
Q2 FY26 0.21 0.79 Beat by 0.58
Q3 FY26 0.49 — Reports 1 December 2026

EPS $

Apr Jul Oct Jan Year
’26 0.14 0.79 — — —
’26 (0.36) 0.45 0.53 0.50 1.09
’25 0.34 0.39 0.41 0.54 1.68
’24 0.09 0.25 0.49 0.03 0.86
’23 0.16 (0.24) 0.42 0.28 0.64
’22 0.46 0.58 0.74 0.25 2.03
’21 (1.54) (0.08) 0.32 0.02 (1.26)
Fiscal quarters ending in the months shown.

Revenue $m

Apr Jul Oct Jan Year
’26 1,195 1,380 — — —
’26 1,090 1,284 1,363 1,811 5,547
’25 1,144 1,291 1,289 1,605 5,329
’24 1,081 1,201 1,301 1,679 5,262
’23 1,055 1,198 1,241 1,496 4,990
’22 1,035 1,194 1,274 1,508 5,011
’21 552 884 1,032 1,292 3,759
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Apr Jul Oct Jan Year
’26 (65) 182 — — —
’26 (55) 28 67 416 456
’25 (38) 78 53 384 477
’24 (8) 156 136 296 581
’23 (108) 3 19 493 406
’22 0 121 12 170 304
’21 (210) 173 26 213 202
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Apr Jul Oct Jan Year
’26 (127) 115 — — —
’26 (116) (43) (3) 357 195
’25 (74) 18 (8) 319 254
’24 (54) 110 93 257 406
’23 (167) (67) (53) 432 146
’22 (36) 72 (46) 81 70
’21 (244) 146 (5) 178 75
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

2.9
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to January

Ten-year view Analyst estimates Powerpack
Group Line 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 TTM Jul ’26 Trend 10 yrs 2027e 2028e 2029e Next 3/yr
Income, $m
Income, $m Revenue 3,610 3,796 4,036 4,308 3,759 5,011 4,990 5,262 5,329 5,547 5,750 +4.9% 5,858 6,069 6,366 +4.7%
Gross margin, % 37.87 36.11 36.86 35.33 30.54 39.75 34.98 38.48 39.20 36.51 40.54 (1.4) pt
EBT 335 287 345 245 (292) 559 178 239 440 249 440 (3.2%)
EBT margin, % 9.29 7.57 8.55 5.69 (7.78) 11.15 3.58 4.54 8.25 4.50 7.65 (4.8) pt
Net income 212 204 262 191 (209) 420 125 169 327 186 331 (1.5%)
Per share, $
Per share, $ Revenue 19.90 21.33 22.87 25.39 22.58 29.80 27.45 26.89 27.60 32.22 34.42 +5.5%
Earnings 1.17 1.15 1.48 1.13 (1.26) 2.50 0.69 0.87 1.71 1.12 2.00 (0.5%)
Cash flow 2.02 2.22 2.59 2.45 1.22 1.81 2.24 2.97 2.47 2.65 3.59 +3.1%
Capex (0.89) (0.95) (1.07) (1.24) (0.77) (1.39) (1.43) (0.89) (1.15) (1.51) (1.53) +6.1%
Free cash flow 1.13 1.26 1.52 1.21 0.45 0.42 0.80 2.08 1.32 1.13 2.06 +0.1%
Book value 6.64 7.01 7.30 7.35 6.53 8.47 8.80 8.88 9.15 9.82 10.55 +4.5%
Shares, m 181 178 176 170 166 168 182 196 193 172 169 (0.6%)
Valuation, ×
Valuation, × P/E 12.91 15.65 14.17 12.74 0.00 9.10 23.74 22.78 9.44 21.43 10.20 14.2
P/S 0.76 0.84 0.92 0.57 1.00 0.77 0.59 0.74 0.58 0.77 0.59 0.8
P/B 2.28 2.57 2.89 1.96 3.46 2.70 1.83 2.23 1.76 2.51 1.93 2.4
EV/Sales 0.65 0.73 0.82 0.77 0.86 0.75 0.56 0.83 0.69 0.76 0.58 0.7
EV/FCF 11.58 12.40 12.34 16.23 43.45 53.64 19.00 10.71 14.49 21.57 9.65 21.5
Cash, $m
Cash, $m Operating cash flow 366 394 457 415 202 304 406 581 477 456 599 +2.5%
Capex (161) (169) (189) (210) (128) (234) (260) (174) (223) (261) (256) +5.5%
Free cash flow 204 225 268 205 75 70 146 406 254 195 343 (0.5%)
Balance, $m
Balance, $m Working capital 407 483 504 296 664 554 331 542 472 447 497 +1.0%
Net debt (379) (414) (425) 885 (525) (94) (161) (454) (359) (239) (93) (5.0%)
Shareholders’ equity 1,205 1,247 1,288 1,248 1,087 1,424 1,599 1,737 1,767 1,691 1,762 +3.8%
Returns, %
Returns, % ROA 12.52 11.35 14.08 7.31 (6.19) 11.62 3.47 4.87 8.92 4.90 8.08 (7.6) pt
ROIC 25.08 22.71 24.44 6.84 (30.20) 27.78 10.74 10.85 18.97 9.73 16.77 (15.4) pt
ROE 18.83 16.66 20.67 15.09 (17.93) 33.43 8.28 10.19 18.80 11.10 20.37 (7.7) pt
People
People Employees 38,700 40,700 45,000 46,000 37,000 40,800 40,000 43,100 44,000 45,000 — +1.7%
Revenue/emp, $m 0.09 0.09 0.09 0.09 0.10 0.12 0.12 0.12 0.12 0.12 — +3.1%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Jan 2026 · latest quarter Jul 2026 · fundamentals updated 26 Oct 2026

American Eagle Outfitters, Inc. vs peers in Apparel Retail (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
VSXY Victoria's Secret & Co. $8.5B 23.9× 18.9× +10.42% (above 0%: growing) +990.00% (above 0%: growing) +272.73% (above 0%: growing) 47.11% 15.95% Compare
GAP The Gap, Inc. $7.9B 6.6× 6.1× −1.99% (below 0%: shrinking) +143.10% (above 0%: growing) −47.71% (below 0%: shrinking) 52.83% 18.52% Compare
URBN Urban Outfitters, Inc. $7.5B 13.5× 12.8× +10.44% (above 0%: growing) +75.63% (above 0%: growing) +92.47% (above 0%: growing) 43.42% 17.37% Compare
ANF Abercrombie & Fitch Company $6.7B 13.4× 12.2× +4.81% (above 0%: growing) +41.41% (above 0%: growing) +296.59% (above 0%: growing) 71.10% 19.95% Compare
BOOT Boot Barn Holdings, Inc. $4.2B 16.6× 14.9× +15.12% (above 0%: growing) +25.80% (above 0%: growing) +62.25% (above 0%: growing) 37.21% 12.07% Compare
AEO American Eagle Outfitters, Inc. $3.4B 10.2× 8.6× +7.53% (above 0%: growing) +77.78% (above 0%: growing) +367.29% (above 0%: growing) 48.69% 15.32%
BKE Buckle, Inc. (The) $2.3B 10.1× 10.8× +4.60% (above 0%: growing) −2.22% (below 0%: shrinking) −63.66% (below 0%: shrinking) 47.85% 17.45% Compare
CRI Carter's, Inc. $1.2B 5.4× 5.3× −0.71% (below 0%: shrinking) +212.50% (above 0%: growing) +18.56% (above 0%: growing) 47.15% 7.41% Compare
REF Reformation Inc. $995.5M — — — — — 66.66% 12.26% Compare
Median of peers $5.4B 13.4× 12.2× +4.81% +75.63% +62.25% 47.50% 16.66%

All 33 Apparel Retail stocks →

Pay and ownership Proxy statement filed 15 May 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2026 12.66m 34.41m 118.05
2025 14.98m 3.60m 78.77
2024 16.79m 24.31m 98.86
2023 9.78m 1.50m 72.50
2022 14.88m 15.27m 101.09

Ownership

Directors and executive officers, together 8.95%
BlackRock, Inc. 13.88%
Jay L. Schottenstein 7.65%
Dimensional Fund Advisors LP 6.57%
Vanguard Portfolio Management 6.23%
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

American Eagle Outfitters, Inc. (AEO) Latest News

28 Oct

Impact 4 · · wwd.com
Impact 3 · · TMX Newsfile

27 Oct

Impact 3 · · Zacks

21 Oct

Impact 3 · · Zacks

19 Oct

Impact 3 · · Zacks

17 Oct

Impact 4 · · Simply Wall St.
Impact 4 · · Simply Wall St.
Impact 3 · · Simply Wall St.

16 Oct

Impact 4 · · wwd.com

14 Oct

Impact 3 · · StockStory

13 Oct

Impact 4 · · 24/7 Wall St.
Impact 3 · · Zacks
Impact 3 · · StockStory

9 Oct

Impact 3 · · Zacks

8 Oct

Impact 3 · · PR Newswire

7 Oct

Impact 3 · · Zacks

6 Oct

Impact 3 · · Zacks

1 Oct

Impact 3 · · Zacks

28 Sep

Impact 4 ·

25 Sep

Impact 3 · · Simply Wall St.
Impact 3 · · Zacks
Impact 3 ·

23 Sep

Impact 3 · · Zacks

20 Sep

Impact 3 ·

17 Sep

Impact 3 ·

15 Sep

Impact 3 ·

14 Sep

Impact 4 ·

11 Sep

Impact 3 ·

10 Sep

Impact 4 ·
Impact 3 ·

AEO metrics, ten years each

stockrow.com/AEO · Data as of Oct 26, 2026 · For information only; not investment advice. · © 2026 stockrow.com