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. In the quarter to July 2026, revenue grew 7.53%, EPS grew 77.8%, free cash flow grew 367.3% and total debt fell 50.0%, each against the same quarter a year earlier. Dividend growth for three consecutive years, revenue growth for three.

17.98 0.07 −0.39%
Market cap
$3.0B
P/E
9.0×
Fwd P/E
9.6×
Dividend yield
2.78%
F-score
5/9
Altman Z
3.63
Beneish M
−2.72
Dividend safety
73/100

Insider Decisions trades per month

Total sells 39.24
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — — — — — — — —
Sell — 4 3 — — 2 — — 3 — — 2
Insider Ownership 6.72%

Capital & Financial Ratios $m

Market Cap 3,020.00
Revenue 5,749.62
Net Income 330.75
Free Cash Flow 343.50
Net Debt (92.95)
Current Ratio 1.59 (at or above 1.5: strong)
Debt/Equity 0.03 (at or below 0.5: strong)
P/E ratio 8.99
Fwd P/E 9.61
P/S ratio 0.52
P/B ratio 1.70
Past 5Y EPS Growth —
This Y EPS Growth 45.42% (at or above 15%: strong)
Next Y EPS Growth (11.87%) (below 0%: weak)
Next Y revenue growth 5.55%
Next 5Y EPS Growth 14.22%

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/E against its own 10 years 10.93%
10-year low 10-year high
P/S against its own 10 years 23.22%
10-year low 10-year high
P/B against its own 10 years 19.94%
10-year low 10-year high
EV/Sales against its own 10 years 20.46%
10-year low 10-year high
EV/FCF against its own 10 years 8.17%
10-year low 10-year high

Dividends

Payout Ratio 0.26
Annual Dividend Rate 0.50
Annual Dividend Yield 2.78%
total individual payouts
2029 Powerpack
2028 Powerpack
2027 Powerpack
2026 0.50
0.13
0.13
0.13
0.13
2025 0.50
0.13
0.13
0.13
0.13
2024 0.50
0.13
0.13
0.13
0.13
2023 0.30
0.10
0.10
0.10
2022 0.36
0.18
0.18
2021 0.82
0.14
0.14
0.18
0.18
0.18
2020 0.41
0.14
0.14
0.14
2019 0.41
0.14
0.14
0.14
2018 0.55
0.14
0.14
0.14
0.14
2017 0.50
0.13
0.13
0.13
0.13
2016 0.50
0.13
0.13
0.13
0.13
predictions special payouts not included in total or ratios

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%

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.

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.

Target Price Range

Analyst price targets

Recommendation Rating

2.9
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to January

Group Line 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Trend 2027e 2028e 2029e
Price, $
Price, $ Low 10.23 16.14 13.66 6.54 19.70 9.46 9.95 16.06 9.27 14.10

Analyst estimates 2027–2029

Powerpack
High 19.48 29.88 24.30 20.69 38.99 26.08 21.49 26.44 28.15 28.46
People
People Employees 38,700 40,700 45,000 46,000 37,000 40,800 40,000 43,100 44,000 45,000
Revenue/emp, $m 0.09 0.09 0.09 0.09 0.10 0.12 0.12 0.12 0.12 0.12
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
Gross margin, % 37.87 36.11 36.86 35.33 30.54 39.75 34.98 38.48 39.20 36.51
EBT 335 287 345 245 (292) 559 178 239 440 249
EBT margin, % 9.29 7.57 8.55 5.69 (7.78) 11.15 3.58 4.54 8.25 4.50
Net income 212 204 262 191 (209) 420 125 169 327 186
Depreciation 158 169 171 181 166 171 233 235 221 222
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
Earnings 1.17 1.15 1.48 1.13 (1.26) 2.50 0.69 0.87 1.71 1.12
Cash flow 2.02 2.22 2.59 2.45 1.22 1.81 2.24 2.97 2.47 2.65
Capex (0.89) (0.95) (1.07) (1.24) (0.77) (1.39) (1.43) (0.89) (1.15) (1.51)
Free cash flow 1.13 1.26 1.52 1.21 0.45 0.42 0.80 2.08 1.32 1.13
Book value 6.64 7.01 7.30 7.35 6.53 8.47 8.80 8.88 9.15 9.82
Shares, m 181 178 176 170 166 168 182 196 193 172
Valuation, ×
Valuation, × P/E 12.91 15.65 14.17 12.74 0.00 9.10 23.74 22.78 9.44 21.43
P/S 0.76 0.84 0.92 0.57 1.00 0.77 0.59 0.74 0.58 0.77
P/B 2.28 2.57 2.89 1.96 3.46 2.70 1.83 2.23 1.76 2.51
EV/Sales 0.65 0.73 0.82 0.77 0.86 0.75 0.56 0.83 0.69 0.76
EV/FCF 11.58 12.40 12.34 16.23 43.45 53.64 19.00 10.71 14.49 21.57
Cash, $m
Cash, $m Operating cash flow 366 394 457 415 202 304 406 581 477 456
Capex (161) (169) (189) (210) (128) (234) (260) (174) (223) (261)
Free cash flow 204 225 268 205 75 70 146 406 254 195
Balance, $m
Balance, $m Working capital 407 483 504 296 664 554 331 542 472 447
Total debt — — — 1,302 325 341 9 — — —
Net debt (379) (414) (425) 885 (525) (94) (161) (454) (359) (239)
Shareholders’ equity 1,205 1,247 1,288 1,248 1,087 1,424 1,599 1,737 1,767 1,691
Returns, %
Returns, % ROA 12.52 11.35 14.08 7.31 (6.19) 11.62 3.47 4.87 8.92 4.90
ROIC 25.08 22.71 24.44 6.84 (30.20) 27.78 10.74 10.85 18.97 9.73
ROE 18.83 16.66 20.67 15.09 (17.93) 33.43 8.28 10.19 18.80 11.10
Negative figures in brackets.

All 10 years →

Fiscal years to Jan 2026 · latest quarter Jul 2026

Charts ten years each

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
LULU lululemon athletica inc. $11.5B 8.0× 10.2× −4.34% (below 0%: shrinking) −5.81% (below 0%: shrinking) +49.33% (above 0%: growing) 60.52% 18.78% Compare
GAP The Gap, Inc. $8.2B 6.8× 8.1× −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 13.3× 11.7× +10.44% (above 0%: growing) +75.63% (above 0%: growing) +92.47% (above 0%: growing) 43.42% 17.37% Compare
VSXY Victoria's Secret & Co. $7.2B 19.1× 15.7× +10.42% (above 0%: growing) +990.00% (above 0%: growing) +272.73% (above 0%: growing) 47.11% 15.95% Compare
ANF Abercrombie & Fitch Company $6.5B 12.9× 7.1× +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. $3.7B 15.3× 19.6× +17.75% (above 0%: growing) +32.00% (above 0%: growing) −22.73% (below 0%: shrinking) 40.42% 15.25% Compare
AEO American Eagle Outfitters, Inc. $3.0B 9.0× 9.6× +7.53% (above 0%: growing) +77.78% (above 0%: growing) +367.29% (above 0%: growing) 48.69% 15.32%
BKE Buckle, Inc. (The) $2.4B 10.6× 10.5× +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 5.9× 11.6× +5.16% (above 0%: growing) +28,600.00% (above 0%: growing) +688.36% (above 0%: growing) 67.04% 22.72% Compare
Median of peers $6.8B 11.8× 11.1× +4.99% +58.52% +70.90% 50.34% 17.99%

All 32 Apparel Retail stocks →

American Eagle Outfitters, Inc. (AEO) key facts

  • Strength: American Eagle Outfitters, Inc.’s revenue for fiscal 2026 (year ended January 2026) was $5.5 billion, up 4.10% from fiscal 2025.
  • American Eagle Outfitters, Inc. (AEO) is an Apparel Retail company in the Consumer Cyclical sector, listed on the New York Stock Exchange.
  • As of October 16, 2026, AEO traded at $17.98, a market capitalization of $3.0 billion.
  • American Eagle Outfitters, Inc. pays an annual dividend of $0.50 per share, a yield of 2.78%, with a payout ratio of 25.5%.
  • Return on equity was 11.1% and debt-to-equity 0.03.
  • Its Piotroski F-score is 5 out of 9 and its Altman Z-score is 3.63 (safe zone) for fiscal 2026.

Source: company filings (standardised) and stockrow calculations.

American Eagle Outfitters, Inc. (AEO) Latest News

16 Oct

stockrow.com/AEO · Data as of Jul 31, 2026 · For information only; not investment advice. · © 2026 stockrow.com