American Eagle Outfitters, Inc.

NYSE:AEO 株式レポート

時価総額:US$3.1b

American Eagle Outfitters マネジメント

マネジメント 基準チェック /34

American Eagle Outfittersの CEO はJay Schottensteinで、 Jan2014年に任命され、 の在任期間は 12.42年です。 の年間総報酬は$ 12.66Mで、 13.8%給与と86.2%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の4.75%を直接所有しており、その価値は$ 149.57M 。経営陣と取締役会の平均在任期間はそれぞれ7.4年と15年です。

主要情報

Jay Schottenstein

最高経営責任者

US$12.7m

報酬総額

CEO給与比率13.82%
CEO在任期間12.4yrs
CEOの所有権4.8%
経営陣の平均在職期間7.4yrs
取締役会の平均在任期間15yrs

経営陣の近況

Recent updates

分析記事 Jun 11

Shareholders Can Be Confident That American Eagle Outfitters' (NYSE:AEO) Earnings Are High Quality

American Eagle Outfitters, Inc.'s ( NYSE:AEO ) earnings announcement last week was disappointing for investors, despite...
ナラティブの更新 Jun 05

AEO: Q2 Execution And Aerie Strength Will Balance Core Brand Headwinds

Narrative Update: American Eagle Outfitters The analyst price target for American Eagle Outfitters has been reduced by $1, from $17.00 to $16.00. Analysts are factoring in lower revenue growth and profit margin assumptions, along with broadly reduced Street targets in the $16 to $22 range.
Seeking Alpha May 29

Despite Its Plunge, American Eagle Outfitters Is Still An Excellent Fit For Your Portfolio

Summary American Eagle Outfitters delivered Q1 FY2026 revenue and EPS above analyst expectations, with an 8% surge in comparable sales. AEO's Aerie brand drove 33.6% revenue growth, offsetting a 2.2% decline in the core American Eagle brand due to category softness. Management guides for mid-single-digit comparable sales growth and operating income of $390–$410 million, signaling robust profitability improvement. AEO trades at compellingly low multiples versus peers, boasts a net cash position, and remains a reaffirmed 'buy' based on valuation and balance sheet strength. Read the full article on Seeking Alpha
ナラティブの更新 May 19

AEO: Holiday Margin Discipline And Solid Q4 Execution Will Support Bullish Outlook

Analysts have lowered the fair value estimate for American Eagle Outfitters to $17.00 from $19.00, reflecting slightly higher discount assumptions, modestly different revenue expectations, and updated sector price targets as inflation and consumer spending concerns affect specialty retail valuations. Analyst Commentary Recent Street research on American Eagle Outfitters points to a mixed backdrop, with several bearish analysts trimming price targets and flagging macro and execution risks even as they acknowledge areas of operational strength.
ナラティブの更新 May 05

AEO: Aerie Momentum And Buybacks Will Support Higher Future Earnings Multiple

The updated analyst price target for American Eagle Outfitters moves from $21.50 to about $33.10. This reflects analysts' refreshed assumptions for slightly higher revenue growth, profit margins and a higher future P/E multiple, even as recent Street research stays mixed, with several firms trimming their targets while still pointing to ongoing Aerie strength and solid recent results.
ナラティブの更新 Apr 21

AEO: Aerie Momentum And Share Repurchases Will Support Future Upside Potential

Analysts have adjusted their views on American Eagle Outfitters, with price targets now ranging from $19 to $25. This reflects updated models after Q4 results, continued Aerie strength, and a cautious stance given the broader macro backdrop.
ナラティブの更新 Apr 06

AEO: Aerie Strength And Margin Discipline Will Support Future Upside Potential

Narrative Update: American Eagle Outfitters Analyst Price Target Shift The updated analyst price target for American Eagle Outfitters sits in a tighter $19 to $28 range, with several firms trimming or modestly lifting targets by $1 to $7 as analysts factor in solid recent results, Aerie brand resilience, tighter promotions, and a more uncertain macro backdrop into slightly lower growth and a modestly reduced future P/E assumption. Analyst Commentary Recent Street research on American Eagle Outfitters reflects a mix of optimism on execution and caution on the risk and reward trade off.
ナラティブの更新 Mar 23

AEO: Aerie Execution And Margin Discipline Will Drive Bullish Outlook

Analysts have trimmed the consolidated price target for American Eagle Outfitters to about $23.89 from $25.78. This reflects a mix of reduced targets tied to a tougher macro backdrop and model resets after Q4, partly offset by support from Aerie strength, margin discipline and modest upward revisions from firms that remain Neutral on the stock.
ナラティブの更新 Mar 09

AEO: Holiday Margin Discipline And Aerie Strength Will Shape Fairly Balanced Outlook

The analyst price target for American Eagle Outfitters has been reduced by $1 to $19. Analysts cited slightly lower modeled revenue growth and a higher discount rate, while still noting firm profit margins and a lower assumed future P/E multiple.
ナラティブの更新 Feb 23

AEO: Holiday Margin Discipline Will Test Weak Brand Positioning Risk

Analysts have raised their blended price targets on American Eagle Outfitters to a range of $20 to $28, citing disciplined margins in a promotional retail environment and a holiday update that exceeded expectations, while also highlighting ongoing challenges related to brand positioning and demand visibility. Analyst Commentary Recent research points to a mixed setup for American Eagle Outfitters, with higher price targets sitting alongside cautious ratings and concerns about execution and growth visibility.
ナラティブの更新 Feb 09

AEO: Holiday Earnings Will Expose Margin Risks In Promotional Retail Environment

Narrative Update The analyst price target for American Eagle Outfitters has been raised to $20 from $18. Analysts point to recent price target increases across several firms, commentary around solid holiday performance, disciplined margins in a promotional retail setting, and expectations for upcoming earnings as key supports for the new fair value estimate and the updated P/E and margin assumptions.
ナラティブの更新 Jan 25

AEO: Holiday Execution And Margin Discipline Will Test Brand Momentum

Narrative Update on American Eagle Outfitters The updated analyst price target for American Eagle Outfitters moves to US$25.78 from US$22.88, as analysts point to a solid holiday update, disciplined promotions and inventory management, along with a revised future P/E assumption that aligns more closely with recent sector research. Analyst Commentary Recent Street research on American Eagle Outfitters reflects a mix of optimism around execution and caution around brand strength and sector risk.
ナラティブの更新 Jan 10

AEO: Q3 Earnings Will Test Holiday Hype And Macro Tailwinds

Analysts have raised their price expectations for American Eagle Outfitters to a range of approximately $22 to $24, citing sector-wide optimism around inventory discipline, potential benefits from lower interest rates and gas prices, and a likely catalyst from the upcoming Q3 earnings update. Analyst Commentary Recent research points to a more balanced setup for American Eagle Outfitters, with some optimism around sector trends offset by lingering concerns about demand and execution risk.
ナラティブの更新 Dec 24

AEO: Q3 Earnings Are Expected To Expose Overstretched Holiday Optimism

Analysts have raised their fair value estimate for American Eagle Outfitters from $10.00 to $18.00 per share. This reflects increased confidence in faster revenue growth, improved profit margins, and a more constructive outlook on the company’s future earnings multiple following recent positive price target revisions and expectations for a Q3 earnings catalyst.
ナラティブの更新 Dec 10

AEO: Marketing Momentum And Q3 Earnings Are Expected To Test Margins

Analysts have raised their price target on American Eagle Outfitters by about $6.50 per share to approximately $22.90, citing expectations for stronger revenue growth, improving profit margins, a slightly lower discount rate, and a supportive earnings catalyst as justification for the higher valuation multiple. Analyst Commentary Bullish analysts highlight that the modest price target increase reflects growing confidence in the company’s ability to sustain revenue momentum while expanding margins, supporting a higher valuation multiple over the near to medium term.
分析記事 Dec 02

American Eagle Outfitters, Inc. (NYSE:AEO) Stocks Shoot Up 27% But Its P/E Still Looks Reasonable

Despite an already strong run, American Eagle Outfitters, Inc. ( NYSE:AEO ) shares have been powering on, with a gain...
ナラティブの更新 Nov 26

AEO: Marketing Campaign Momentum Will Face Margin Pressure Into Next Year

Analysts have modestly increased their price target for American Eagle Outfitters, with the fair value estimate edging up from $16.39 to $16.44. This reflects expectations for operational recovery and improved sales momentum highlighted in recent research notes.
ナラティブの更新 Nov 12

AEO: Brand Campaigns And Margin Headwinds Will Shape Measured Outlook

American Eagle Outfitters' analyst price target has increased from $15.94 to $16.39. This reflects ongoing signs of stabilization, an improved Q2 performance, and renewed optimism around the Aerie brand.
分析記事 Sep 20

American Eagle Outfitters (NYSE:AEO) Is Paying Out A Dividend Of $0.125

American Eagle Outfitters, Inc.'s ( NYSE:AEO ) investors are due to receive a payment of $0.125 per share on 29th of...
ナラティブの更新 Sep 20

Expanding Aerie And OFFLINE Will Boost Engagement, But Consumer Uncertainty May Pose Challenges Ahead

American Eagle Outfitters’ price target was raised to $15.94 as analysts cited a strong Q2 EPS beat, operational recovery, and outperformance at Aerie, while noting ongoing cost headwinds may temper future upside. Analyst Commentary Strong Q2 EPS beat driven by lower promotional activity, disciplined spending, improved sell-through, and better gross margins.
分析記事 Sep 17

Some May Be Optimistic About American Eagle Outfitters' (NYSE:AEO) Earnings

American Eagle Outfitters, Inc.'s ( NYSE:AEO ) recent soft profit numbers didn't appear to worry shareholders, as the...
ナラティブの更新 Sep 05

Digital Channel Pressures And Rising Tariffs Will Erode Margins

Analysts have raised their price target for American Eagle Outfitters to $15.17, citing stronger Q2 results from improved sales, lower promotions, better inventory management, and successful brand initiatives, though some caution remains on margin pressures and sustainability. Analyst Commentary Bullish analysts highlight strong Q2 EPS beats driven by improved sales, lower promotional activity, and better inventory management.
分析記事 Aug 20

American Eagle Outfitters, Inc.'s (NYSE:AEO) Price Is Right But Growth Is Lacking After Shares Rocket 27%

American Eagle Outfitters, Inc. ( NYSE:AEO ) shares have had a really impressive month, gaining 27% after a shaky...
分析記事 May 25

American Eagle Outfitters (NYSE:AEO) Is Looking To Continue Growing Its Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 May 09

Is American Eagle Outfitters, Inc. (NYSE:AEO) Trading At A 49% Discount?

Key Insights American Eagle Outfitters' estimated fair value is US$22.13 based on 2 Stage Free Cash Flow to Equity...
Seeking Alpha Apr 29

American Eagle Outfitters: Positive Comps Growth And Deep Value Prices Make It An Appealing Buy

Summary American Eagle Outfitters is a value stock, appealing due to a 30% drop and a strategic growth plan focusing on popular subsidiaries like Aerie. The company, founded in 1977, includes brands American Eagle, Aerie, and Offline, with American Eagle focusing on low-cost denim to regain sales momentum. Aerie has driven recent growth, leading to store expansions and contributing significantly to company revenue, while American Eagle store counts are being reduced. Despite macroeconomic uncertainties, American Eagle's deep value at ~7x P/E - amid a generous buyback plan and 5% yield - makes it a very compelling buy. Read the full article on Seeking Alpha

CEO報酬分析

American Eagle Outfitters の収益と比較して、Jay Schottenstein の報酬はどのように変化したか?
日付総報酬給与会社業績
May 02 2026n/an/a

US$280m

Jan 31 2026US$13mUS$2m

US$192m

Nov 01 2025n/an/a

US$208m

Aug 02 2025n/an/a

US$197m

May 03 2025n/an/a

US$197m

Feb 01 2025US$15mUS$2m

US$329m

Nov 02 2024n/an/a

US$231m

Aug 03 2024n/an/a

US$248m

May 04 2024n/an/a

US$219m

Feb 03 2024US$17mUS$2m

US$170m

Oct 28 2023n/an/a

US$218m

Jul 29 2023n/an/a

US$203m

Apr 29 2023n/an/a

US$112m

Jan 28 2023US$10mUS$2m

US$125m

Oct 29 2022n/an/a

US$121m

Jul 30 2022n/an/a

US$192m

Apr 30 2022n/an/a

US$356m

Jan 29 2022US$15mUS$2m

US$420m

Oct 30 2021n/an/a

US$373m

Jul 31 2021n/an/a

US$279m

May 01 2021n/an/a

US$143m

Jan 30 2021US$15mUS$2m

-US$209m

Oct 31 2020n/an/a

-US$208m

Aug 01 2020n/an/a

-US$185m

May 02 2020n/an/a

-US$107m

Feb 01 2020US$8mUS$2m

US$191m

報酬と市場: Jayの 総報酬 ($USD 12.66M ) は、 US市場 ($USD 6.94M ) の同規模の企業の平均を上回っています。

報酬と収益: Jayの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Jay Schottenstein (72 yo)

12.4yrs
在職期間
US$12,662,838
報酬

Mr. Jay L. Schottenstein serves as Co-Vice Chairman at Axxes Direct Advisors LLC. He is a is the Co-Vice Chairman of the Board of Axxes Capital. He is also the Chairman of SB360 Capital Partners LLC.He ha...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Jay Schottenstein
Executive Chairman of the Board & CEO12.4yrsUS$12.66m4.75%
$ 149.6m
Jennifer Foyle
President and Executive Creative Director of AE & Aerie5yrsUS$7.25m0.19%
$ 5.9m
Michael Mathias
Executive VP & CFO6.2yrsUS$3.10m0.083%
$ 2.6m
Beth Henke
Executive VP & Chief Legal Officer1yrUS$1.22m0.013%
$ 404.6k
Marisa Baldwin
Executive VP & Chief Human Resources Officer4.8yrsUS$1.86m0.031%
$ 977.7k
James Keefer
Senior VP8.7yrsデータなし0.017%
$ 535.3k
Sarah Clarke
Executive VP and Chief Supply Chain1.4yrsデータなしデータなし
Judy Meehan
Senior Vice President of Corporate Communications & Investor Relations26.4yrsデータなしデータなし
Jennifer Stoecklein
VP of Corporate Governance12.8yrsデータなしデータなし
Craig Brommers
Chief Marketing Officerno dataデータなしデータなし
Dennis Parodi
Head of Stores-US and Executive Vice President23.3yrsUS$1.63mデータなし
Sherry Harris
Executive Vice President - Chief Talent and Culture Officerno dataデータなしデータなし
7.4yrs
平均在職期間
55yo
平均年齢

経験豊富な経営陣: AEOの経営陣は経験豊富で経験豊富です(平均在職期間は7.4年)。


取締役

名称ポジション在職期間報酬所有権
Jay Schottenstein
Executive Chairman of the Board & CEO34.3yrsUS$12.66m4.75%
$ 149.6m
Cary McMillan
Independent Director19yrsUS$402.50k0%
$ 0
Janice Page
Independent Director22yrsUS$395.00k0.059%
$ 1.8m
Deborah Henretta
Independent Director7.3yrsUS$370.00k0%
$ 0
David Sable
Independent Director13yrsUS$377.50k0.034%
$ 1.1m
Noel Spiegel
Lead Independent Director15yrsUS$487.50k0%
$ 0
Sujatha Chandrasekaran
Independent Director8.3yrsUS$374.50k0.034%
$ 1.1m
15.0yrs
平均在職期間
72yo
平均年齢

経験豊富なボード: AEOの 取締役会 は経験豊富で 経験豊富 です ( 15年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/14 19:08
終値2026/06/12 00:00
収益2026/05/02
年間収益2026/01/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

American Eagle Outfitters, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。37

アナリスト機関
Matthew McClintockBarclays
Adrienne Yih-TennantBarclays
Lorraine Corrine HutchinsonBofA Global Research