American Eagle Outfitters Full Year 2025 Earnings: EPS Beats Expectations

American Eagle Outfitters (NYSE:AEO) Full Year 2025 Results

Key Financial Results

• Revenue: US$5.33b (up 1.3% from FY 2024).
• Net income: US$329.4m (up 94% from FY 2024).
• Profit margin: 6.2% (up from 3.2% in FY 2024). The increase in margin was primarily driven by lower expenses.
• EPS: US$1.71 (up from US$0.87 in FY 2024).

AEO Sales Performance

• Like-for-like sales growth: 4.0% vs FY 2024.

All figures shown in the chart above are for the trailing 12 month (TTM) period

American Eagle Outfitters EPS Beats Expectations

Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.2%.

The primary driver behind last 12 months revenue was the American Eagle segment contributing a total revenue of US$3.39b (64% of total revenue). Notably, cost of sales worth US$3.24b amounted to 61% of total revenue thereby underscoring the impact on earnings. The largest operating expense was General & Administrative costs, amounting to US$1.43b (81% of total expenses). Explore how AEO's revenue and expenses shape its earnings.

Looking ahead, revenue is forecast to stay flat during the next 3 years compared to a 5.0% growth forecast for the Specialty Retail industry in the US.

Performance of the American Specialty Retail industry.

The company's shares are down 11% from a week ago.

Risk Analysis

You should learn about the 2 warning signs we've spotted with American Eagle Outfitters (including 1 which is a bit concerning).

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.