AEO

CARMEL, Ind., July 14, 2026--(BUSINESS WIRE)--Republic Airways Holdings Inc. (NASDAQ: RJET) will host a live conference call and webcast on Thursday, July 30, 2026 at 9:00 a.m. EDT to discuss second quarter 2026 financial results. A live webcast of this event will be available via the link provided in the Events & Presentations section at investor.rjet.com. A replay of the webcast will be available shortly after the call. About Republic Airways Holdings Inc. Founded in 1974, Republic Airways Holdings Inc. maintains a combined fleet of 314 Embraer 170/175 aircraft, and its airlines offer scheduled passenger service on approximately 1,300 daily scheduled flights to approximately 125 cities in the U.S., Canada, the Caribbean and Mexico. The airlines provide fixed-fee flights operated under their codeshare partners' brands: American Eagle, Delta Connection and United Express. The airlines employ more than 8,500 aviation professionals. Learn more at www.rjet.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260714797925/en/ Contacts Investor Relations 2 Brickyard Lane,Carmel, IN [email protected] Media Jon Austin(612) [email protected]

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. American Eagle Outfitters stock has delivered a 65.3% gain over the past year, yet current valuation checks paint a more balanced picture, with the Discounted Cash Flow (DCF) intrinsic value sitting close to the market price while earnings-based multiples still suggest the shares may be on the cheap side. Over the last 12 months, American Eagle Outfitters has returned 65.3%, which puts extra focus on whether that rerating is already reflected in today’s share price. Recent news around leadership changes and reaffirmed expectations for sales growth can support confidence in future cash flows, while ongoing operational challenges in areas like women's bottoms remain a risk to sustaining those expectations. On Simply Wall St’s broader checks, American Eagle Outfitters screens as undervalued in 3 of 6 tests, a mixed verdict that suggests neither a clear bargain nor an obvious overvaluation, with details available in the valuation summary. The issue now is whether American Eagle Outfitters' current price already reflects this mix of strong recent returns, operational challenges, and a fair DCF-based intrinsic value, or if the multiples still leave meaningful upside on the table. American Eagle Outfitters delivered 65.3% returns over the last year. See how this stacks up to the rest of the Specialty Retail industry. The Discounted Cash Flow (DCF) model estimates what American Eagle Outfitters is worth today based on its projected future cash generation. For the latest twelve months, the company generated free cash flow of about $211.4 million, with the model assuming a generally declining path for future cash flows rather than aggressive expansion. Plugging those projections into a 2 Stage Free Cash Flow to Equity framework produces an estimated intrinsic value of about $16.46 per share. That figure is almost exactly in line with the current share price, suggesting essentially no discount or premium on the cash flow view and indicating that American Eagle Outfitters is roughly fairly priced on this method. The reaffirmed outlook for mid single digit comparable sales growth and operating income of $390 million to $410 million helps explain why the market is comfortable valuing the stock close to the DCF estimate. On this cash flow model, American Eagle...

Looking back on apparel retailer stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including American Eagle (NYSE:AEO) and its peers. Apparel sales are not driven so much by personal needs but by seasons, trends, and innovation, and over the last few decades, the category has shifted meaningfully online. Retailers that once only had brick-and-mortar stores are responding with omnichannel presences. The online shopping experience continues to improve and retail foot traffic in places like shopping malls continues to stall, so the evolution of clothing sellers marches on. The 8 apparel retailer stocks we track reported a satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 1% while next quarter’s revenue guidance was in line. Thankfully, share prices of the companies have been resilient as they are up 7% on average since the latest earnings results. With a heavy focus on denim, American Eagle Outfitters (NYSE:AEO) is a specialty retailer offering an assortment of apparel and accessories to young adults. American Eagle reported revenues of $1.20 billion, up 9.7% year on year. This print exceeded analysts’ expectations by 0.9%. Despite the top-line beat, it was still a mixed quarter for the company with a beat of analysts’ EPS estimates but a miss of analysts’ EBITDA estimates. “We entered 2026 with strong momentum, delivering double-digit top-line growth and operating income ahead of guidance. This quarter reflected the strength of our portfolio and the power of Aerie. Driven by compelling product assortments and a deep emotional connection with customers, the brand achieved exceptional multi-channel growth and profitability, further amplified by the continued relevance of the '100% Aerie REAL' campaign. While results at American Eagle were mixed, our teams are moving decisively to reignite the women’s business and strengthen product execution and brand positioning,” commented Jay Schottenstein, Executive Chairman of the Board and Chief Executive Officer - AEO Inc. Interestingly, the stock is up 1.6% since reporting and currently trades at $18.21. Is now the time to buy American Eagle? Access our full analysis of the earnings results here, it’s free. With an emphasis on skate and surf culture, Tilly’s (NYSE:TLYS) is a specialty retailer that sells clothing, footwear, and accessories geared towards fashion-forward t...

PITTSBURGH, June 09, 2026--(BUSINESS WIRE)--American Eagle Outfitters, Inc. (NYSE: AEO) announced a quarterly cash dividend of $0.125 per share. The dividend was declared on June 9, 2026 and is payable on July 24, 2026 to stockholders of record at the close of business on July 10, 2026. About American Eagle Outfitters, Inc. American Eagle Outfitters, Inc. (NYSE: AEO) is a leading global specialty retailer with a portfolio of beloved apparel brands including American Eagle, Aerie, OFFL/NE by Aerie, Todd Snyder and Unsubscribed. Rooted in optimism, inclusivity and authenticity, AEO’s brands empower every customer to celebrate their unique personal style by offering casual, comfortable, timeless outfitting and high-quality products that are made to last. AEO Inc. operates stores in the United States, Canada and Mexico, with merchandise available in more than 30 countries through a global network of license partners. Additionally, the company operates a robust e-commerce business across its brands. For more information, visit aeo-inc.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260609358943/en/ Contacts Investor Relations and Corporate [email protected]

American Eagle’s first quarter was defined by robust top-line growth but disappointing profitability, leading to a significant negative market reaction. Management attributed the strong revenue performance to exceptional momentum in the Aerie and Offline brands, which saw broad-based strength in categories like intimates, sleepwear, and activewear. However, the American Eagle brand faced softness, particularly in women’s bottoms and seasonal categories, which management identified as key areas for improvement. CEO Jay Schottenstein described the quarter as showing “mixed” results, acknowledging specific execution gaps that needed to be addressed within the core brand. Is now the time to buy AEO? Find out in our full research report (it’s free). Revenue: $1.20 billion vs analyst estimates of $1.18 billion (9.7% year-on-year growth, 0.9% beat) Adjusted EPS: $0.14 vs analyst estimates of $0.12 (15.6% beat) Operating Margin: 2.4%, up from -7.8% in the same quarter last year Locations: 1,170 at quarter end, down from 1,176 in the same quarter last year Same-Store Sales rose 8% year on year (-3% in the same quarter last year) Market Capitalization: $2.74 billion While we enjoy listening to the management’s commentary, our favorite part of earnings calls is the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Jay Sole (UBS): Asked for details on the recovery plan in American Eagle women’s bottoms. President Jennifer Foyle said the team is “100% focused” and has already pivoted assortment, with early signs of improvement in denim ahead of back-to-school. Marni Shapiro (Retail Tracker): Inquired about the drivers of Aerie and Offline’s sales growth. Foyle explained that both traffic and average order value are increasing, with strong performance across all product categories and high engagement from both new and existing customers. Matthew Boss (JPMorgan): Requested clarification on gross margin pressures and new customer acquisition. CFO Michael Mathias cited tariffs and planned markdowns in American Eagle as the main margin headwinds and noted Aerie’s new customer acquisitions were up by roughly one million. Dana Telsey (Telsey Advisory Group): Sought updates on store closures and remodels. Mathias confirmed around 25 stor...

Interested in Urban Outfitters, Inc.? Here are five stocks we like better. Urban Outfitters extended its recent run of strong quarters, once again topping Wall Street expectations while delivering record sales and earnings. Growth was broad-based across the company's portfolio, with Free People and FP Movement posting strong results, while Nuuly and the wholesale segment delivered particularly strong revenue growth. Despite concerns about tariffs and higher freight costs, Wall Street remains bullish on the stock, with analysts' consensus price target implying more than 20% upside from current levels. Urban Outfitters Inc. (NASDAQ: URBN) delivered a strong first quarter, posting record sales and earnings that topped Wall Street expectations. The results extended the retailer's recent run of strong quarters and highlighted continued strength across its brands. Investors were pleased with the results, sending shares modestly higher following the earnings release. Since then, however, the stock has drifted lower. The pullback may reflect concerns about tariffs and freight costs, or perhaps some profit-taking after the stock hit an all-time high in January. → Palantir’s Drone Tailwind Puts Its Defense AI Story Back in Focus for Investors For the first quarter of fiscal 2027, Urban Outfitters, whose portfolio includes retail brands such as Free People, Anthropologie, and Urban Outfitters, reported earnings of $1.30 per share, up from $1.16 a year ago and 18 cents ahead of Wall Street expectations. Revenue rose 11.4% year over year to $1.48 billion, beating estimates by nearly $17 million. "Our teams delivered another outstanding quarter, exceeding our plans and setting new sales and operating profit records," Chief Operating Officer Frank Conforti said on the earnings call. "All our retail segment brands delivered positive retail segment comps, while four of our five brands posted record first quarter sales." → Will the SpaceX IPO Put These 5 Public Space Stocks Into a Higher Orbit? Free People and FP Movement were particularly strong performers during the quarter, with Free People delivering 12% revenue growth and FP Movement reporting a 32% increase in brand revenue. Together, the FP Group achieved record first-quarter profitability, benefiting from record-low markdown rates, strong store performance, and leverage within the wholesale channel. The company's clot...

A legal settlement made the quarter look great, but investors saw right through it to the rising costs underneath. If you just glanced at Buckle (BKE)’s headline numbers, you’d be scratching your head. The company sailed past earnings estimates with $0.92 per share. Yet the stock promptly fell -9.1% on a flat day for the market. What gives? It turns out investors were looking past the headlines and into the footnotes. The Women's Aisle Is Still a Gold Mine To be fair, there's real strength here. The women's business is firing on all cylinders, with merchandise sales up 11% for the quarter. That performance helped drive a respectable 5.1% increase in comparable store sales, showing Buckle can still get shoppers in the door and spending. A Convenient One-Time Boost But that impressive bottom line had a secret ingredient: a $19.1 million interchange fee litigation settlement. It was a one-time windfall. If you strip that out, the picture changes. Management noted that, “Absent the impact of this settlement, SG&A expenses were up 150 basis points for the quarter,” driven by higher compensation costs. The Back Room Is Getting Crowded That cost creep is where the market’s anxiety is focused. The problem extends beyond the expense line. Gross margin for the quarter was 46.2%, a dip from the prior year. More concerning, inventory ballooned. The company ended the quarter with its inventory up 13.5% from a year ago, more than double its 6.1% growth in net sales. That’s a lot of extra denim to move. Buckle's limited e-commerce presence means excess inventory has nowhere to go but the clearance rack, and clearance pricing is precisely what eats into the gross margins the market is already watching closely. So, the story isn't about a single great quarter. It's about whether the underlying business can outrun its own rising costs and inventory build. The legal settlement is in the rearview mirror. Now, the focus shifts to fundamentals. The single most important number to watch next quarter will be that inventory line. If Buckle can get it growing slower than sales again, the market might start believing in the bottom line. If not, this quarter's sell-off could be just the beginning. So, What Should You Do? Reacting to a single earnings print is its own kind of risk. The Trefis High Quality (HQ) Portfolio takes the other side of that bet: 30 quality names, sized and re-ba...

American Eagle Outfitters reported past first-quarter 2026 results with sales rising to US$1,195.29 million from US$1,089.6 million and net income improving to US$23.53 million from a US$64.9 million loss a year earlier. The Aerie and OFFLINE brands were the main growth engines, helping deliver record quarterly revenue and a swing back to profitability despite pressure at the core American Eagle label. Now we’ll examine how this record quarter, underpinned by strong Aerie performance and higher operating income guidance, affects American Eagle’s investment narrative. Capitalize on the AI infrastructure supercycle with our selection of the 47 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow. To own American Eagle Outfitters, you need to believe that Aerie and OFFLINE can offset a softer core American Eagle brand while management protects margins against rising costs and tariffs. The record first quarter, with a return to profitability and strong Aerie momentum, supports that thesis, but tariff assumptions and pressure on women’s bottoms remain the key near term swing factors. This quarter meaningfully improves visibility on execution, yet it does not remove the risk from higher import costs. The most relevant update here is management’s new guidance calling for mid to high single digit comparable sales growth in Q2 2026 and operating income of US$45 million to US$50 million, with full year operating income still pegged at US$390 million to US$410 million. That guidance ties directly into the current catalyst of improving profitability, while also reminding investors that tariff related headwinds and cost inflation could still influence how much of that operating income actually reaches the bottom line. Yet behind the strong Aerie story, investors should be aware that rising tariffs and input costs could still weigh heavily on... Read the full narrative on American Eagle Outfitters (it's free!) American Eagle Outfitters’ narrative projects $6.2 billion revenue and $440.0 million earnings by 2029. Uncover how American Eagle Outfitters' forecasts yield a $23.89 fair value, a 51% upside to its current price. Some of the lowest ranked analysts were assuming revenue would grow about 3 percent annually and earnings reach roughly US$444 million by 2029, so compared with today’s strong Aerie driven quarter, their mo...

American Eagle Outfitters, Inc. (NYSE:AEO) shareholders are probably feeling a little disappointed, since its shares fell 4.4% to US$15.80 in the week after its latest quarterly results. Revenues were US$1.2b, approximately in line with whatthe analysts expected, although statutory earnings per share (EPS) crushed expectations, coming in at US$0.14, an impressive 30% ahead of estimates. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. After the latest results, the eleven analysts covering American Eagle Outfitters are now predicting revenues of US$5.80b in 2027. If met, this would reflect a reasonable 2.6% improvement in revenue compared to the last 12 months. Per-share earnings are expected to rise 2.2% to US$1.71. In the lead-up to this report, the analysts had been modelling revenues of US$5.79b and earnings per share (EPS) of US$1.73 in 2027. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results. Check out our latest analysis for American Eagle Outfitters The consensus price target fell 15% to US$19.67, suggesting that the analysts might have been a bit enthusiastic in their previous valuation - or they were expecting the company to provide stronger guidance in the quarterly results. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. There are some variant perceptions on American Eagle Outfitters, with the most bullish analyst valuing it at US$31.00 and the most bearish at US$16.00 per share. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business. Taking a look at the bigger pic...

American Eagle Outfitters posted record first-quarter revenue of $1.2 billion on Thursday, beating analyst expectations, but American Eagle stock tumbled more than 10% in after-hours trading as the flagship brand's sales declined. Compared with $1.09 billion in the same period last year, total net revenue climbed 10%, the company said. That beat analyst expectations of $1.19 billion, according to CNBC. Diluted earnings per share came in at $0.14, compared with a loss of $0.36 a year earlier. Analysts had expected $0.12 per share, according to CNBC. The headline numbers masked a sharp divide between the company's two main brands. The American Eagle banner posted a 2% drop in comparable sales, while Aerie's intimates business delivered a 25% comparable sales surge. Wall Street had projected 3.1% growth for the American Eagle label and a 19.1% gain for Aerie, according to CNBC. On a brand level, the American Eagle label generated $678.5 million, a 2% decline, while Aerie brought in $480.8 million, up sharply from $359.8 million in the year-ago period, the company said. "While results at American Eagle were mixed, our teams are moving decisively to reignite the women's business and strengthen product execution and brand positioning," CEO Jay Schottenstein said in a statement. On the analyst call, Jennifer Foyle, president and executive creative director, pointed to the women's bottoms category as the source of the brand's troubles, saying the assortment had missed on style and fit while leaving shoppers unable to find the items they were looking for. "We are not satisfied with where the business performed this quarter, especially in women's," Jennifer Foyle said, according to The Wall Street Journal. Operating profit was $28 million, compared with an operating loss of $85 million a year earlier. Total comparable sales grew 8%, short of analyst expectations of 8.6%, according to CNBC. Ending inventory reached $817 million, a 27% jump year over year, with unit counts 5% higher. Management attributed that build to two factors: the effect of higher tariffs and a favorable comparison against an inventory write-down recorded in the prior-year quarter. Looking ahead, management guided for mid-to-high single-digit comparable sales growth in the second quarter, alongside operating income in a range of $45 million to $50 million. The company left its full-year outlook unc...

American Eagle Outfitters, Inc. AEO reported solid first-quarter fiscal 2026 results wherein both the top and bottom lines surpassed the Zacks Consensus Estimate. Meanwhile, revenues increased from the prior-year figures.AEO posted earnings of 14 cents per share in the fiscal first quarter, surpassing the Zacks Consensus Estimate of 11 cents. American Eagle Outfitters, Inc. price-consensus-eps-surprise-chart | American Eagle Outfitters, Inc. Quote The company benefited from strong demand across its portfolio, led by continued momentum at Aerie, which delivered standout multi-channel performance and profitability. Management credited compelling product assortments and the ongoing resonance of the “100% Aerie REAL” campaign for deepening customer connection and supporting growth. Total net revenues of $1.20 billion jumped 10% year over year and surpassed the Zacks Consensus Estimate of $1.18 billion. This was backed by consolidated comparable sales (comps) and positive results across Aerie brand. Comps edged up 8% in the quarter. Our model predicted positive comps of 7.4% for the fiscal first quarter.Brand-wise, revenues inched down 2.2% year over year to $678.5 million at the American Eagle brand. Also, comps for the brand declined 2%.Revenues jumped 33.6% year over year to $480.8 million for the Aerie brand. Comps for the Aerie brand rose 25%. We expected sales growth of 4.1% year over year at the American Eagle brand and a 13.3% rise at Aerie for the reported quarter. Gross profit inched up 41% year over year to $456 million. The gross margin of 38.2% expanded 860 basis points (bps) from the prior-year period, reflecting a meaningfully stronger merchandise margin profile and better cost leverage. The gain was mainly driven by a 710-basis-point lift in merchandise margins, largely because the prior-year period included a $75 million inventory write-down. In addition, buying, occupancy and warehousing (BOW) costs improved by 150 bps, helped by higher sales and ongoing cost-optimization efforts.Selling, general and administrative (SG&A) expenses increased 11% year over year to $376 million. As a percentage of sales, SG&A expenses increased 40 bps year over year. The increase was led by planned investments in advertising, somewhat offset by leverage in the rest of the expense base.Operating income came in at $28 million, a notable improvement from an operating...

American Eagle Outfitters Inc. (NYSE:AEO) reported first quarter results that topped Wall Street expectations on both revenue and earnings, but issued forward outlook that incorporates significant tariff-related assumptions and weighed on investor sentiment, sending shares down about 13%. The company said it expects a 10% tariff rate for second-quarter receipts and 15% for the back half of fiscal 2026. For the second quarter, the company expects comparable sales to rise in the mid- to high-single-digit range, while gross margin is expected to decline year over year. SG&A expenses are projected to increase in the mid-teens percentage range. Operating income is forecast between $45 million and $50 million. For the full fiscal year 2026, American Eagle expects mid-single-digit comparable sales growth and gross margin expansion year over year. SG&A is projected to rise in the high-single-digit range, with operating income expected between $390 million and $410 million. For Q1, American Eagle reported earnings per share of $0.14, ahead of the $0.12 consensus estimate. Revenue came in at $1.20 billion versus expectations of $1.18 billion, representing a 10% year-over-year increase. Total comparable sales rose 8%, driven by strong performance at Aerie, which posted a 25% comparable sales increase. This was partially offset by a 2% decline in American Eagle comparable sales. “Looking ahead, ​our priorities are ​clear. ​Despite continued ​consumer ​and macroeconomic ​uncertainty, we ​remain confident ​in our ability to navigate near-term ​headwinds,” American Eagle CEO Jay Schottenstein said. “While results at American Eagle were mixed, our teams are moving decisively to reignite the women’s business and strengthen product execution and brand positioning.”