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American Eagle (AEO) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

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American Eagle Outfitters (AEO - Free Report) reported $1.2 billion in revenue for the quarter ended April 2026, representing a year-over-year increase of 9.7%. EPS of $0.14 for the same period compares to -$0.29 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.18 billion, representing a surprise of +0.94%. The company delivered an EPS surprise of +25.34%, with the consensus EPS estimate being $0.11.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how American Eagle performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Number of stores - AE Brand: 804 compared to the 801 average estimate based on three analysts.
  • Number of stores - Aerie stand-alone (incl. OFFL/NE): 335 compared to the 341 average estimate based on three analysts.
  • Number of stores - Total (EOP): 1,170 compared to the 1,175 average estimate based on three analysts.
  • Gross square footage - Total: 7.22 Msq ft compared to the 7.33 Msq ft average estimate based on two analysts.
  • Comparable store sales- American Eagle Outfitters: -2% versus 2.6% estimated by two analysts on average.
  • Comparable store sales: 8% versus 8.9% estimated by two analysts on average.
  • Comparable store sales - Aerie: 25% versus 21.2% estimated by two analysts on average.
  • Total net revenue- American Eagle: $678.48 million compared to the $717.34 million average estimate based on three analysts. The reported number represents a change of -2.2% year over year.
  • Total net revenue- Aerie: $480.83 million compared to the $434.27 million average estimate based on three analysts. The reported number represents a change of +33.6% year over year.

View all Key Company Metrics for American Eagle here>>>

Shares of American Eagle have returned +2.6% over the past month versus the Zacks S&P 500 composite's +5% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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