American Eagle Outfitters posted fiscal second-quarter 2026 earnings of 79 cents per share, up 75.6% year over year and well above the Zacks Consensus Estimate of 21 cents, with net revenue rising 7.5% to $1.38 billion and beating the consensus mark of $1.37 billion. The beat was aided by tariff-refund benefits, while Aerie and OFFLINE momentum supported sales growth, and consolidated comparable sales increased 6%. Aerie revenue increased 24.9% year over year to $535.8 million with comparable sales up 19%, while American Eagle brand revenue rose 0.7% to $805.9 million but comparable sales declined 1%. Gross profit climbed 34.4% to $672.1 million and gross margin expanded 980 basis points to 48.7%, helped by a net $179 million tariff-refund benefit in gross profit that contributed 1,300 basis points to the margin expansion, and operating income rose 105.1% to $211.4 million. For fiscal 2026, the company expects comparable sales to increase in the mid-single digits and operating income between $540 million and $550 million, inclusive of tariff-refund benefits, while for the fiscal third quarter it expects comparable sales growth in the mid-to-high single digits.
American Eagle Outfitters IncQ2 earnings of 79 cents beat estimates with revenue up 7.5% and operating income up 105.1%.
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