Tearsheet

American Eagle Outfitters (AEO)


Market Price (9/17/2025): $20.05 | Market Cap: $3.6 Bil
Sector: Consumer Discretionary | Industry: Apparel Retail

American Eagle Outfitters (AEO)


Market Price (9/17/2025): $20.05
Market Cap: $3.6 Bil
Sector: Consumer Discretionary
Industry: Apparel Retail

Investment Highlights

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.8%, FCF Yield is 6.0%
Weak multi-year price returns
2Y Excs Rtn is -13%
Weak revenue growth
Rev Chg QQuarterly Revenue Change % is -4.7%
1 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -45%
Meaningful short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 15%
 
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.8%, FCF Yield is 6.0%
1 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -45%
2 Weak multi-year price returns
2Y Excs Rtn is -13%
3 Meaningful short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 15%
4 Weak revenue growth
Rev Chg QQuarterly Revenue Change % is -4.7%

Market Valuation

 9/17/25202420232022
Share Price CYE$20.05$16.15$20.02$12.93
Market Cap CYE ($ Bil)3.63.13.92.4
Total Debt ($ Bil)1.81.41.21.4
Total Cash ($ Bil)0.10.40.50.2
Enterprise Value ($ Bil)5.34.55.13.8
Valuation Ratios    
P/S TTM0.70.60.80.5
P/EBIT TTM12.07.211.49.4
P/E TTM18.39.824.420.3
Sector Ratios    
P/S TTM (Sector)0.80.80.90.8
P/EBIT TTM (Sector)7.26.97.05.5
P/E TTM (Sector)9.78.18.97.3
 9/17/252024
Share Price CYE$20.05$16.15
Market Cap CYE ($ Bil)3.63.1
Total Debt ($ Bil)1.81.4
Total Cash ($ Bil)0.10.4
Enterprise Value ($ Bil)5.34.5
Valuation Ratios  
P/S TTM0.70.6
P/EBIT TTM12.07.2
P/E TTM18.39.8
Sector Ratios  
P/S TTM (Sector)0.80.8
P/EBIT TTM (Sector)7.26.9
P/E TTM (Sector)9.78.1

Business Description

American Eagle Outfitters, Inc. operates as a specialty retailer that provides clothing, accessories, and personal care products under the American Eagle and Aerie brands. The company provides jeans, and specialty apparel and accessories for women and men; and intimates, apparel, activewear, and swim collections, as well as personal care products for women. Show more

Price Returns Compared

Expand for Detailed View

 202020212022202320242025Total [1]
Returns
AEO Return39%29%-43%55%-19%23%44%
Peers Return6%19%-9%75%33%-3%159%
S&P 500 Return16%27%-19%24%23%12%104%

[1] Cumulative total returns since the beginning of 2020
[2] Peers: URBN, ANF, LB, TJX, ROST. See AEO Returns vs. Peers.
[3] 2025 data is for the year up to 9/16/2025 (YTD)

Better Bets than American Eagle Outfitters (AEO)

Latest Trefis Analyses

Recent Active Movers

Recent Active Movers

More From Trefis

Peer Comparisons for American Eagle Outfitters

Financials

AEOURBNANFLBTJXROSTMedian
NameAmerican.Urban Ou.Abercrom.LandBrid.TJX Comp.Ross Sto. 
Mkt Price19.8770.3386.7252.13139.55146.4578.53
Mkt Cap3.66.54.11.3155.647.65.3
Rev LTM5,2745,6795,10015657,92521,2565,477
Op Inc LTM299527744756,4762,601635
FCF LTM212290345864,0411,607317
FCF 3Y Avg286238390-4,3581,717390
CFO LTM460477563885,9352,398520
CFO 3Y Avg506423578-6,1452,462578

Growth & Margins

AEOURBNANFLBTJXROSTMedian
NameAmerican.Urban Ou.Abercrom.LandBrid.TJX Comp.Ross Sto. 
Rev Chg LTM-0.9%8.4%9.3%95.0%4.1%2.5%6.3%
Rev Chg 3Y Avg1.6%6.7%11.7%-5.3%4.4%5.3%
Rev Chg Q-4.7%10.7%6.6%83.2%6.9%2.6%6.8%
QoQ Delta Rev Chg LTM-1.0%2.3%1.5%16.0%1.6%0.6%1.6%
Op Mgn LTM5.7%9.3%14.6%47.8%11.2%12.2%11.7%
Op Mgn 3Y Avg6.2%7.2%11.6%-10.7%11.5%10.7%
QoQ Delta Op Mgn LTM-2.7%0.8%0.4%51.5%0.2%-0.0%0.3%
CFO/Rev LTM8.7%8.4%11.0%56.0%10.2%11.3%10.6%
CFO/Rev 3Y Avg9.7%8.0%12.8%-11.2%12.2%11.2%
FCF/Rev LTM4.0%5.1%6.8%54.8%7.0%7.6%6.9%
FCF/Rev 3Y Avg5.5%4.4%8.6%-8.0%8.5%8.0%

Valuation

AEOURBNANFLBTJXROSTMedian
NameAmerican.Urban Ou.Abercrom.LandBrid.TJX Comp.Ross Sto. 
Mkt Cap3.66.54.11.3155.647.65.3
P/S0.71.10.88.02.72.21.7
P/EBIT11.911.55.316.823.316.914.4
P/E18.114.47.665.831.322.920.5
P/CFO7.813.57.314.326.219.813.9
Total Yield6.8%7.0%13.1%18.7%4.3%5.4%6.9%
Dividend Yield1.3%0.0%0.0%17.2%1.1%1.0%1.1%
FCF Yield 3Y Avg11.1%5.4%9.8%-3.7%4.1%5.4%
D/E0.50.20.30.30.10.10.2
Net D/E0.50.10.10.30.10.00.1

Returns

AEOURBNANFLBTJXROSTMedian
NameAmerican.Urban Ou.Abercrom.LandBrid.TJX Comp.Ross Sto. 
1M Rtn53.0%-9.3%-7.6%1.4%5.2%-0.1%0.7%
3M Rtn105.3%1.2%15.7%-25.8%13.8%13.8%13.8%
6M Rtn68.1%43.4%8.8%-27.7%21.9%19.0%20.4%
12M Rtn6.7%91.8%-35.6%40.0%18.1%-3.3%12.4%
3Y Rtn96.0%225.0%460.2%-125.3%67.7%125.3%
1M Excs Rtn50.5%-11.7%-10.0%-1.0%2.8%-2.5%-1.8%
3M Excs Rtn97.9%-10.2%6.1%-35.6%3.1%2.5%2.8%
6M Excs Rtn52.8%26.7%-11.5%-45.4%6.2%1.3%3.7%
12M Excs Rtn-11.3%81.8%-55.0%25.4%1.5%-21.1%-4.9%
3Y Excs Rtn38.3%152.8%372.9%-56.2%-0.6%56.2%

Financials

Segment Financials

Revenue by Segment

$ Mil20252024202320222021
American Eagle3,3623,2633,5562,7343,480
Aerie1,6701,5071,376990801
Other489469823528
Intersegment Elimination-259-249-3  
Total5,2624,9905,0113,7594,308


Operating Income by Segment
$ Mil20252024202320222021
American Eagle60054179693484
Aerie2761672146047
Intersegment Elimination00   
Other-36-57-16-425-298
Impairment, restructuring and other charges-153-22-12  
Unallocated corporate expenses-464-383-391  
Total223247591-271233


Price Behavior

Short Interest

Short Interest: As Of Date8292025
Short Interest: Shares Quantity27,780,388
Short Interest: % Change Since 8152025-3.5%
Average Daily Volume9,968,290
Days-to-Cover Short Interest2.79
Basic Shares Quantity179,548,000
Short % of Basic Shares15.5%

Earnings Returns History

Expand for More

 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
9/3/202538.0%41.3% 
5/29/2025-2.0%-9.3%-14.0%
3/12/2025-4.1%4.0%-6.7%
12/4/2024-14.3%-14.1%-16.2%
8/29/2024-4.2%-11.3%1.2%
5/29/2024-7.6%-9.8%-17.0%
3/7/2024-1.9%-1.0%4.5%
11/21/20231.0%14.9%26.3%
...
SUMMARY STATS   
# Positive111010
# Negative141515
Median Positive2.4%6.4%8.6%
Median Negative-4.2%-9.3%-14.4%
Max Positive38.0%41.3%26.3%
Max Negative-14.3%-21.8%-20.5%

SEC Filings

Expand for More

Report DateFiling DateFiling
4302025605202510-Q 5/3/2025
1312025320202510-K 2/1/2025
103120241204202410-Q 11/2/2024
7312024829202410-Q 8/3/2024
4302024530202410-Q 5/4/2024
1312024315202410-K 2/3/2024
103120231121202310-Q 10/28/2023
7312023906202310-Q 7/29/2023
4302023525202310-Q 4/29/2023
1312023313202310-K 1/28/2023
103120221123202210-Q 10/29/2022
7312022907202210-Q 7/30/2022
4302022526202210-Q 4/30/2022
1312022314202210-K 1/29/2022
103120211123202110-Q 10/30/2021
7312021902202110-Q 7/31/2021

Insider Activity

Expand for More

 OwnerTitleFiling DateActionPriceSharesTransacted
Value
Value of
Held Shares
Form
0MCMILLAN CARY D 1172025Sell16.022,99948,044 Form
1MCMILLAN CARY D 10182024Sell21.492,28349,057 Form
2Foyle Jennifer M.Global Brand President-aerie10022024Sell21.7930,000653,6704,367,104Form
3Sable David M. 9302024Sell22.0418,420405,885867,218Form
4SCHOTTENSTEIN JAY LExec Chairman & CEO9202024Sell20.04598,35611,990,276148,999,237Form