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Nov 01, 2025
American Eagle Q3 2025 Earnings Report
Reported record Q3 revenue, strong comp sales at Aerie, and raised Q4 outlook.
Key Takeaways
American Eagle posted a strong Q3 FY2025, with revenue hitting a record $1.36B driven by growth at Aerie and American Eagle. Net income rose to $91.3M and EPS climbed to $0.53. The company exceeded expectations and increased its Q4 guidance.
Total revenue rose to a record $1.36B, up 6% YoY.
Aerie posted 11% comparable sales growth, leading segment performance.
EPS increased to $0.53 from $0.41 in Q3 last year.
Fourth quarter guidance was raised based on strong momentum.
Revenue by Segment
Forward Guidance
American Eagle raised its Q4 outlook, forecasting higher revenue and operating income on continued comp sales strength.
Positive Outlook
- Raised Q4 operating income guidance to $155–$160M
- Forecasts comp sales growth of 8% to 9% in Q4
- Strong start to the holiday season including Thanksgiving weekend
- Sustained momentum across both Aerie and American Eagle
- Adjusted full-year operating income guidance increased to $303–$308M
Challenges Ahead
- Gross margin expected to decline YoY in Q4
- Tariff impact projected at $50M for Q4
- SG&A expenses expected to increase low to mid-single digits
- Inventory levels up 11% YoY, possibly pressuring margins
- No specific improvement expected in gross margin for the full year
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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