American Eagle Outfitters reported second quarter fiscal 2026 results with total net revenue of $1.38 billion, an 8% increase year-over-year, and total comparable sales up 6%. Aerie drove growth with 19% comparable sales increases, while the American Eagle brand saw a 1% decline. Diluted earnings per share rose to $0.79 from $0.45 in the prior year period. Operating profit reached $211 million, significantly higher than the $103 million reported previously, largely due to a net benefit of $161 million from IEEPA tariff refunds. The company updated its full-year fiscal 2026 operating income guidance to $540–$550 million and expects capital expenditures between $250–$260 million. American Eagle Outfitters is a leading global specialty retailer of apparel and accessories.
