AE
American Eagle Outfitters Inc
AEO—
American Eagle Outfitters Inc AI Insights
Informational only. Not investment advice.Snapshot
- EPS growth 11.3% TTM vs industry median -11% - AEO gaining share while peers contract. 3Y revenue CAGR 3.2% vs industry -2.2%.[EPS Growth 1Y]
- Debt/equity 1.21 with 1.65B long-term debt vs 113M cash. Net debt 97M manageable but limits flexibility in downturn.[Debt to Equity]
- FCF TTM 157M (2.9% margin) after 267M capex - heavy investment cycle compressing near-term cash generation.[Free Cash Flow TTM]
Watch Triggers
- Gross Margin TTM: Falls below 35% — Already 3pts below median; further compression signals pricing power loss or inventory issues
- Change in Inventory: Turns positive (inventory build) — Would reverse working capital improvement and signal demand weakness
- Free Cash Flow TTM: Turns negative — Heavy capex (267M) already straining FCF; negative would threaten dividend (86M annual)
Bull Case
Outperforming declining industry: 3.2% revenue CAGR vs -2.2% median, 11% EPS growth vs -11% median. Market share gains sustainable.
Total Revenue 3Y GrowthEPS Growth 1Y
P/S 0.89 vs median 0.44 offset by superior profitability - ROE 12.4% vs 9.7% median, ROIC 6.2% vs 4.3% median.
PS RatioROE TTMROIC TTM
Bear Case
P/E 22.8 vs industry 14.5 - 57% premium requires continued outperformance. Any margin miss punished severely.
PE Ratio
891M inventory (67% of current assets) in fashion retail = markdown risk. Gross margin 37% already below 40% median.
InventoryGross Margin TTM
Bull vs Bear Balance
AI-generated sentiment analysis based on fundamental metrics and market conditions.
45%
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Forward Thesis
Margin expansion to continue as inventory optimization (down 172M) flows through to gross profit
1-3ymed
- Inventory reduction of 172M signals improved demand forecasting
- Operating margin 5.4% vs industry 3.8% shows operational leverage
- Payables up 59M indicates supplier negotiation power
Change in inventory: -172M TTMOperating margin TTM: 5.4% vs 3.8% medianGross margin TTM: 37% vs 40% median
Valuation Context
Caveats
Public Strategies Rankings
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AEO Fundamentals
Retail Trade → Clothing and Clothing Accessories Stores
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$4.4B | — | ||
$6.26B | — | ||
21 | — | ||
$5.34B | -1.2% | — | |
$1.20 | -29.2% | — | |
5.43% | -2.6% | — | |
3.90% | -0.4% | — | |
$156.95M | -18.4% | — | |
0.12 | -0.9% | — | |
Beta 5Y (Monthly) | unknown | — |
AEO Dividend History
81 dividends
2026
$0.125001/09/26$0.1250
2025
$0.500010/10/25$0.1250
07/11/25$0.1250
04/11/25$0.1250
01/10/25$0.1250
2024
$0.500010/11/24$0.1250
07/12/24$0.1250
04/11/24$0.1250
01/04/24$0.1250
2023
$0.300010/12/23$0.1000
07/06/23$0.1000
04/05/23$0.1000
2022
$0.360007/07/22$0.1800
03/10/22$0.1800
2021
$0.815012/09/21$0.1800
10/07/21$0.1800
07/08/21$0.1800
04/08/21$0.1375
03/11/21$0.1375
2020
$0.275012/15/20$0.1375
01/02/20$0.1375
2019
$0.412510/10/19$0.1375
07/11/19$0.1375
04/11/19$0.1375
2018
$0.550012/13/18$0.1375
10/11/18$0.1375
07/12/18$0.1375
04/12/18$0.1375
2017
$0.500012/14/17$0.1250
10/05/17$0.1250
07/05/17$0.1250
04/05/17$0.1250
2016
$0.500012/14/16$0.1250
10/05/16$0.1250
07/01/16$0.1250
04/06/16$0.1250
2015
$0.500012/16/15$0.1250
10/05/15$0.1250
07/01/15$0.1250
04/06/15$0.1250
2014
$0.500012/17/14$0.1250
09/29/14$0.1250
06/30/14$0.1250
03/31/14$0.1250
2013
$0.375012/18/13$0.1250
09/30/13$0.1250
06/27/13$0.1250
2012
$2.050012/17/12$0.2200
09/24/12$1.6100
06/25/12$0.1100
03/22/12$0.1100
2011
$0.440012/19/11$0.1100
09/22/11$0.1100
07/06/11$0.1100
03/24/11$0.1100
2010
$0.930012/09/10$0.6100
09/23/10$0.1100
06/24/10$0.1100
03/25/10$0.1000
2009
$0.400012/23/09$0.1000
10/07/09$0.1000
07/01/09$0.1000
03/26/09$0.1000
2008
$0.400012/24/08$0.1000
09/25/08$0.1000
07/08/08$0.1000
03/26/08$0.1000
2007
$0.375012/26/07$0.1000
09/26/07$0.1000
06/28/07$0.1000
03/28/07$0.0750
2006
$0.275012/19/06$0.0750
09/20/06$0.0750
06/22/06$0.0750
03/22/06$0.0500
2005
$0.183312/21/05$0.0500
09/21/05$0.0500
06/23/05$0.0500
03/22/05$0.0333
2004
$0.040012/21/04$0.0200
09/22/04$0.0200
AEO Stock Splits
3 stock splits
12/19/062:3 split
03/08/051:2 split
02/26/012:3 split
AEO SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
12/09/25 | 11/01/25 | 10-Q | |
09/09/25 | 08/02/25 | 10-Q | |
06/05/25 | 05/03/25 | 10-Q | |
03/20/25 | 02/01/25 | 10-K | |
12/04/24 | 11/02/24 | 10-Q | |
08/29/24 | 08/03/24 | 10-Q | |
05/30/24 | 05/04/24 | 10-Q | |
03/15/24 | 02/03/24 | 10-K | |
11/21/23 | 10/28/23 | 10-Q | |
09/06/23 | 07/29/23 | 10-Q | |
05/25/23 | 04/29/23 | 10-Q | |
03/13/23 | 01/28/23 | 10-K | |
11/23/22 | 10/29/22 | 10-Q | |
09/07/22 | 07/30/22 | 10-Q | |
05/26/22 | 04/30/22 | 10-Q | |
03/14/22 | 01/29/22 | 10-K | |
11/23/21 | 10/30/21 | 10-Q | |
09/02/21 | 07/31/21 | 10-Q | |
06/02/21 | 05/01/21 | 10-Q | |
03/11/21 | 01/30/21 | 10-K | |
12/03/20 | 10/31/20 | 10-Q | |
09/09/20 | 08/01/20 | 10-Q | |
06/04/20 | 05/02/20 | 10-Q | |
03/12/20 | 02/01/20 | 10-K | |
12/11/19 | 11/02/19 | 10-Q | |
09/05/19 | 08/03/19 | 10-Q | |
06/06/19 | 05/04/19 | 10-Q | |
03/14/19 | 02/02/19 | 10-K | |
12/12/18 | 11/03/18 | 10-Q | |
08/30/18 | 08/04/18 | 10-Q | |
06/01/18 | 05/05/18 | 10-Q | |
03/16/18 | 02/03/18 | 10-K | |
12/07/17 | 10/31/17 | 10-Q | |
08/24/17 | 07/29/17 | 10-Q | |
05/23/17 | 04/29/17 | 10-Q | |
03/10/17 | 01/28/17 | 10-K | |
12/02/16 | 10/31/16 | 10-Q | |
08/24/16 | 07/30/16 | 10-Q | |
05/25/16 | 04/30/16 | 10-Q | |
03/10/16 | 01/30/16 | 10-K | |
12/04/15 | 10/31/15 | 10-Q | |
08/27/15 | 08/01/15 | 10-Q | |
05/27/15 | 05/02/15 | 10-Q | |
03/11/15 | 01/31/15 | 10-K | |
12/05/14 | 11/01/14 | 10-Q | |
08/28/14 | 08/02/14 | 10-Q | |
05/29/14 | 05/03/14 | 10-Q | |
03/13/14 | 02/01/14 | 10-K | |
12/09/13 | 11/02/13 | 10-Q | |
08/29/13 | 08/03/13 | 10-Q | |
05/30/13 | 05/04/13 | 10-Q | |
03/12/13 | 02/02/13 | 10-K | |
11/29/12 | 10/27/12 | 10-Q | |
08/23/12 | 07/28/12 | 10-Q | |
05/24/12 | 04/28/12 | 10-Q | |
03/15/12 | 01/28/12 | 10-K | |
11/30/11 | 10/29/11 | 10-Q | |
08/25/11 | 07/30/11 | 10-Q | |
05/26/11 | 04/30/11 | 10-Q | |
03/11/11 | 01/29/11 | 10-K | |
11/19/10 | 10/30/10 | 10-Q | |
08/25/10 | 07/31/10 | 10-Q | |
06/09/10 | 05/01/10 | 10-Q | |
03/26/10 | 01/30/10 | 10-K | |
12/02/09 | 10/31/09 | 10-Q | |
09/03/09 | 08/01/09 | 10-Q | |
06/04/09 | 05/02/09 | 10-Q | |
03/30/09 | 01/28/09 | Unknown | -- |
12/04/08 | 10/30/08 | Unknown | -- |
09/08/08 | 07/31/08 | Unknown | -- |
06/05/08 | 04/30/08 | Unknown | -- |
04/02/08 | 01/29/08 | Unknown | -- |
12/06/07 | 10/30/07 | Unknown | -- |
09/06/07 | 07/31/07 | Unknown | -- |
06/07/07 | 04/30/07 | Unknown | -- |
04/04/07 | 01/28/07 | Unknown | -- |
12/01/06 | 10/30/06 | Unknown | -- |
08/30/06 | 07/31/06 | Unknown | -- |
05/31/06 | 04/30/06 | Unknown | -- |
04/05/06 | 01/31/06 | 10-K | |
12/05/05 | 10/30/05 | Unknown | -- |
09/07/05 | 07/31/05 | Unknown | -- |
06/03/05 | 04/30/05 | 10-Q | |
04/14/05 | 01/28/05 | Unknown | -- |
12/06/04 | 10/31/04 | 10-Q | |
09/03/04 | 07/31/04 | 10-Q | |
06/07/04 | 04/30/04 | Unknown | -- |
04/01/04 | 01/29/04 | Unknown | -- |
12/05/03 | 10/30/03 | Unknown | -- |
09/12/03 | 07/31/03 | Unknown | -- |
06/13/03 | 04/30/03 | Unknown | -- |
04/02/03 | 01/28/03 | Unknown | -- |
12/17/02 | 10/30/02 | Unknown | -- |
09/13/02 | 07/31/02 | Unknown | -- |
06/12/02 | 04/30/02 | Unknown | -- |
05/01/02 | 01/28/02 | Unknown | -- |
12/05/01 | 10/30/01 | Unknown | -- |
09/05/01 | 07/31/01 | Unknown | -- |
06/07/01 | 04/30/01 | Unknown | -- |
04/27/01 | 01/28/01 | Unknown | -- |
12/11/00 | 10/30/00 | Unknown | -- |
09/06/00 | 07/31/00 | Unknown | -- |
06/01/00 | 04/30/00 | Unknown | -- |
04/12/00 | 01/31/00 | 10-K405 |