American Eagle Outfitters reported fiscal 2026 second-quarter net revenue of $1.38 billion, up 8% year over year, with operating profit of $211 million and diluted earnings per share of $0.79. The results were heavily boosted by $196 million in International Emergency Economic Powers Act tariff refunds, which after $35 million in additional incentive compensation contributed $161 million to operating income and $179 million to gross profit, accounting for 1,170 and 1,300 basis points of the operating and gross margin gains respectively. Company-wide comparable sales rose 6%, driven by a 19% jump at the Aerie sub-brand, while the core American Eagle brand's comparable sales fell 1%. The company declared a $21 million shareholder distribution, or $0.125 per share, and now expects fiscal 2026 operating income of $540 million to $550 million including the tariff-refund benefit, implying roughly $379 million to $389 million of underlying operating income versus prior guidance of $390 million to $410 million.
American Eagle Outfitters IncQ2 revenue up 8% to $1.38B with operating profit of $211M and EPS $0.79, boosted by $196M in tariff refunds, and FY26 operating income guidance lifted to $540-$550M.
