{ "ok": true, "cik": "919012", "ticker": "AEO", "name": "American Eagle Outfitters, Inc.", "filings": [ { "form": "10-Q", "filed": "2026-09-10", "items": [], "url": "https://www.sec.gov/Archives/edgar/data/919012/000119312526387856/0001193125-26-387856-index.htm" }, { "form": "8-K", "filed": "2026-09-09", "items": [ "2.02 Results of Operations and Financial Condition", "9.01 Financial Statements and Exhibits" ], "url": "https://www.sec.gov/Archives/edgar/data/919012/000119312526386510/0001193125-26-386510-index.htm" }, { "form": "8-K", "filed": "2026-07-01", "items": [ "5.02 Departure or Election of Directors; Appointment of Officers", "7.01 Regulation FD Disclosure", "9.01 Financial Statements and Exhibits" ], "url": "https://www.sec.gov/Archives/edgar/data/919012/000119312526292659/0001193125-26-292659-index.htm" }, { "form": "8-K", "filed": "2026-06-29", "items": [ "5.02 Departure or Election of Directors; Appointment of Officers", "5.07 Submission of Matters to a Vote of Security Holders", "9.01 Financial Statements and Exhibits" ], "url": "https://www.sec.gov/Archives/edgar/data/919012/000119312526288667/0001193125-26-288667-index.htm" }, { "form": "8-K", "filed": "2026-06-10", "items": [ "1.01 Entry into a Material Definitive Agreement", "2.03 Creation of a Direct Financial Obligation", "9.01 Financial Statements and Exhibits" ], "url": "https://www.sec.gov/Archives/edgar/data/919012/000119312526266019/0001193125-26-266019-index.htm" }, { "form": "10-Q", "filed": "2026-06-03", "items": [], "url": "https://www.sec.gov/Archives/edgar/data/919012/000119312526255712/0001193125-26-255712-index.htm" } ], "events12m": 8, "sources": { "facts": "https://data.sec.gov/api/xbrl/companyfacts/CIK0000919012.json", "filings": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=919012" }, "license": "Figures as filed with the SEC. Card text CC BY 4.0, POPS4.", "notAdvice": "Reporting, not investment advice. No price targets, no buy or sell views.", "edgar": "🫧 Edgar looked up American Eagle Outfitters, Inc. ($AEO). Last filing: 10-Q, 2026-09-10. 8 event filings (8-K) in the past twelve months.", "auditor": { "changes": [], "nonReliance": [], "restatedSince": null }, "metrics": { "fiscalYearEnd": "2026-01-31", "revenue": 5547236000, "revenueGrowth1y": 0.04102050574892102, "revenueGrowthPerYear": 0.02571716310078931, "yearsOfData": 5, "operatingMargin": 0.040781030408657576, "operatingMarginPrior": 0.08018969900830454, "netMargin": 0.0346087673212389, "operatingCashFlow": 456182000, "capitalSpending": 260795000, "freeCashFlow": 195387000, "researchAndDevelopment": null, "researchShareOfRevenue": null, "cash": 238923000, "longTermDebt": 0, "longTermDebtChange": null, "revenueHistory": [ { "fiscalYearEnd": "2022-01-29", "revenue": 5010785000 }, { "fiscalYearEnd": "2023-01-28", "revenue": 4989833000 }, { "fiscalYearEnd": "2024-02-03", "revenue": 5261770000 }, { "fiscalYearEnd": "2025-02-01", "revenue": 5328652000 }, { "fiscalYearEnd": "2026-01-31", "revenue": 5547236000 } ], "totalEquity": 1693153000, "totalAssets": 4009680000, "equityRatio": 0.4222663653957423, "returnOnEquity": 0.11338786276255011, "dividendsPaid": 85257000, "payoutRatio": 0.44408619513186065, "dividendPerShare": 0.5, "dividendYearsRising": 0, "dividendCut": false, "priceBased": "Dividend yield, price/earnings and price/book need a share price. The boards carry filings only, so they are not shown.", "range80": { "low": 4581457659.894367, "high": 6790096999.519038, "baseline": 5760665987.544785, "n": 4599, "band": "b1" }, "ifPaceHeld": { "low": 4581457659.894367, "high": 6790096999.519038 } }, "edgarette": "🔖 Exposure: revenue $5.5B (FY2026), total debt $0K. Experience: revenue up 4.1% on the year, up 2.6% a year over 4 years; operating margin 4.1%, down from 8.0%. Soundness: equity 42.2% of assets, return on equity 11.3%, payout 44.4% of profit. Credibility: four or more audited years, reasonable weight. Range: 80% of past cases like this landed between $4.6B and $6.8B next year (method v3, set from 4,599 SEC company-years; on a year the method never saw, 83% landed inside). A range, not a forecast. Against peers (9 filers, $50M+ revenue, retail-family clothing stores): operating margin 4.1% against a 7.3% median; growth 4.1% against 4.1%.", "peers": { "sic": 5651, "sicDescription": "Retail-Family Clothing Stores", "calendarYear": 2025, "minRevenue": 50000000, "depth": 4, "group": "5651", "growth": [ 0.041, 9 ], "opMargin": [ 0.0726, 9 ], "equityRatio": [ 0.3964, 9 ], "returnOnEquity": [ 0.1899, 8 ] }, "summary": "American Eagle Outfitters (AEO) grew revenue 4.1% in FY2026 to $5.5 billion, operating margin 4.1% against a 7.3% median for retail-family clothing stores, equity 42.2% of assets. Every figure is from the company’s own annual report filed with the SEC.", "chart": "
American Eagle Outfitters, Inc. against its own record and its peers
Operating marginPeer median 7.3%4.1%Revenue, on the yearPeer median 4.1%4.1%Equity of assetsPeer median 39.6%42.2%Return on equityPeer median 19.0%11.3%Payout of profit44.4%Gold tick: the median of 8–9 peers with $50M+ revenue in retail-family clothing stores
", "chartHorizon": "
Handed back now, or kept to compound
Of each dollar of profit44.4% paid out55.6% keptHanded back per share$0.5Growth its own profit can fund6.3%retained x return on equityRevenue growth it managed4.1%last year, for comparison

Gold is paid out to shareholders; navy is kept in the business. Retained profit times return on equity is the pace a company can fund from itself. Facts from the filings, not a recommendation.

", "backtest": { "tests": 6, "hits": 5, "rate": 0.8333333333333334, "method": "v3", "note": "hindsight: past years, same calibrated range. The range was calibrated on 2022-2024 SEC data, so years in that window are partly in-sample." }, "registry": { "logged": "2026-09-20T15:20:39.398Z", "hash": "db189794322c6782", "status": "open" }, "caution": "Figures are as filed in audited 10-K reports and can move with restatements, acquisitions, disposals or a change in fiscal year. A range set from how past company-years turned out is not a promise about the next one, and says nothing about the share price.", "schema": "pops4.edgarette.card/1", "card": { "summary": "American Eagle Outfitters (AEO) grew revenue 4.1% in FY2026 to $5.5 billion, operating margin 4.1% against a 7.3% median for retail-family clothing stores, equity 42.2% of assets. Every figure is from the company’s own annual report filed with the SEC.", "exposure": { "fiscalYearEnd": "2026-01-31", "revenue": 5547236000, "totalDebt": 0, "cash": 238923000 }, "experience": { "revenueGrowth1y": 0.04102050574892102, "revenueGrowthPerYear": 0.02571716310078931, "operatingMargin": 0.040781030408657576, "operatingMarginPrior": 0.08018969900830454, "netMargin": 0.0346087673212389, "freeCashFlow": 195387000 }, "soundness": { "equityRatio": 0.4222663653957423, "returnOnEquity": 0.11338786276255011, "payoutRatio": 0.44408619513186065, "dividendPerShare": 0.5, "dividendYearsRising": 0, "dividendCut": false, "note": "Dividend yield, price/earnings and price/book need a share price. The boards carry filings only, so they are not shown." }, "peers": { "sic": 5651, "sicDescription": "Retail-Family Clothing Stores", "calendarYear": 2025, "minRevenue": 50000000, "depth": 4, "group": "5651", "growth": [ 0.041, 9 ], "opMargin": [ 0.0726, 9 ], "equityRatio": [ 0.3964, 9 ], "returnOnEquity": [ 0.1899, 8 ] }, "credibility": { "auditedYears": 5, "weight": "reasonable", "standard": "ASOP No. 25", "nonReliance": null, "auditorChange": null }, "range": { "low": 4581457659.894367, "high": 6790096999.519038, "baseline": 5760665987.544785, "coverage": 0.8, "method": "v3", "basis": "next fiscal year revenue: baseline = revenue x (1 + mean of one-year and three-year pace); range = 10th to 90th percentile of how SEC company-years of the same size band actually turned out", "calibratedOn": { "companyYears": 4599, "sizeBand": "b1" }, "kind": "a calibrated range, not a forecast; no view on the share price", "track": { "backtest": { "tests": 6, "hits": 5, "rate": 0.8333333333333334, "method": "v3", "note": "hindsight: past years, same calibrated range. The range was calibrated on 2022-2024 SEC data, so years in that window are partly in-sample." }, "registry": { "logged": "2026-09-20T15:20:39.398Z", "hash": "db189794322c6782", "status": "open" }, "scorecard": "https://www.pops4.com/boards/scorecard" } }, "caution": "Figures are as filed in audited 10-K reports and can move with restatements, acquisitions, disposals or a change in fiscal year. A range set from how past company-years turned out is not a promise about the next one, and says nothing about the share price.", "sources": { "facts": "https://data.sec.gov/api/xbrl/companyfacts/CIK0000919012.json", "filings": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=919012" } }, "definitions": { "operatingMargin": "Operating income divided by revenue.", "netMargin": "Net income divided by revenue.", "freeCashFlow": "Cash from operations minus spending on property and equipment.", "researchShareOfRevenue": "Research and development expense for the year as a share of revenue, both as filed.", "equityRatio": "Shareholders equity as a share of total assets, both as filed. Higher means less of the company is owed to someone else.", "returnOnEquity": "Net income for the year against shareholders equity at year end.", "payoutRatio": "Dividends paid as a share of net income, in the year the cash went out.", "dividendYearsRising": "Consecutive years, counted back from the last on record, in which dividend per share rose. A fall ends the run and is reported as dividendCut.", "revenueGrowthPerYear": "Compound annual growth between the first and latest fiscal years shown.", "credibility": "How much weight a record deserves, in the actuarial sense (ASOP No. 25): more audited years, more weight.", "peers": "Medians of SEC filers with $50M+ revenue in the same industry code (SIC), narrowest group with at least 8 filers, calendar-year figures from SEC XBRL frames.", "backtest": "The same if-the-pace-held arithmetic applied to the company's own past years, scored against what it actually reported next. Hindsight, and labelled so." } }