American Eagle Outfitters (AEO)
Market Price (9/17/2025): $20.05 | Market Cap: $3.6 BilSector: Consumer Discretionary | Industry: Apparel Retail
American Eagle Outfitters (AEO)
Market Price (9/17/2025): $20.05Market Cap: $3.6 BilSector: Consumer DiscretionaryIndustry: Apparel Retail
Investment Highlights
Attractive yieldTotal 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 returns2Y Excs Rtn is -13% | Weak revenue growthRev Chg QQuarterly Revenue Change % is -4.7% |
Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -45% | Meaningful short interestShort 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% |
Attractive yieldTotal 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% |
Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -45% |
Weak multi-year price returns2Y Excs Rtn is -13% |
Meaningful short interestShort 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% |
Weak revenue growthRev Chg QQuarterly Revenue Change % is -4.7% |
Market Valuation
9/17/25 | 2024 | 2023 | 2022 | |
---|---|---|---|---|
Share Price CYE | $20.05 | $16.15 | $20.02 | $12.93 |
Market Cap CYE ($ Bil) | 3.6 | 3.1 | 3.9 | 2.4 |
Total Debt ($ Bil) | 1.8 | 1.4 | 1.2 | 1.4 |
Total Cash ($ Bil) | 0.1 | 0.4 | 0.5 | 0.2 |
Enterprise Value ($ Bil) | 5.3 | 4.5 | 5.1 | 3.8 |
Valuation Ratios | ||||
P/S TTM | 0.7 | 0.6 | 0.8 | 0.5 |
P/EBIT TTM | 12.0 | 7.2 | 11.4 | 9.4 |
P/E TTM | 18.3 | 9.8 | 24.4 | 20.3 |
Sector Ratios | ||||
P/S TTM (Sector) | 0.8 | 0.8 | 0.9 | 0.8 |
P/EBIT TTM (Sector) | 7.2 | 6.9 | 7.0 | 5.5 |
P/E TTM (Sector) | 9.7 | 8.1 | 8.9 | 7.3 |
9/17/25 | 2024 | |
---|---|---|
Share Price CYE | $20.05 | $16.15 |
Market Cap CYE ($ Bil) | 3.6 | 3.1 |
Total Debt ($ Bil) | 1.8 | 1.4 |
Total Cash ($ Bil) | 0.1 | 0.4 |
Enterprise Value ($ Bil) | 5.3 | 4.5 |
Valuation Ratios | ||
P/S TTM | 0.7 | 0.6 |
P/EBIT TTM | 12.0 | 7.2 |
P/E TTM | 18.3 | 9.8 |
Sector Ratios | ||
P/S TTM (Sector) | 0.8 | 0.8 |
P/EBIT TTM (Sector) | 7.2 | 6.9 |
P/E TTM (Sector) | 9.7 | 8.1 |
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.
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Price Returns Compared
Expand for Detailed View2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
---|---|---|---|---|---|---|---|
Returns | |||||||
AEO Return | 39% | 29% | -43% | 55% | -19% | 23% | 44% |
Peers Return | 6% | 19% | -9% | 75% | 33% | -3% | 159% |
S&P 500 Return | 16% | 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)
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Peer Comparisons for American Eagle Outfitters
Financials
Median | |
---|---|
Name | |
Mkt Price | 78.53 |
Mkt Cap | 5.3 |
Rev LTM | 5,477 |
Op Inc LTM | 635 |
FCF LTM | 317 |
FCF 3Y Avg | 390 |
CFO LTM | 520 |
CFO 3Y Avg | 578 |
Growth & Margins
Median | |
---|---|
Name | |
Rev Chg LTM | 6.3% |
Rev Chg 3Y Avg | 5.3% |
Rev Chg Q | 6.8% |
QoQ Delta Rev Chg LTM | 1.6% |
Op Mgn LTM | 11.7% |
Op Mgn 3Y Avg | 10.7% |
QoQ Delta Op Mgn LTM | 0.3% |
CFO/Rev LTM | 10.6% |
CFO/Rev 3Y Avg | 11.2% |
FCF/Rev LTM | 6.9% |
FCF/Rev 3Y Avg | 8.0% |
Valuation
Median | |
---|---|
Name | |
Mkt Cap | 5.3 |
P/S | 1.7 |
P/EBIT | 14.4 |
P/E | 20.5 |
P/CFO | 13.9 |
Total Yield | 6.9% |
Dividend Yield | 1.1% |
FCF Yield 3Y Avg | 5.4% |
D/E | 0.2 |
Net D/E | 0.1 |
Returns
Median | |
---|---|
Name | |
1M Rtn | 0.7% |
3M Rtn | 13.8% |
6M Rtn | 20.4% |
12M Rtn | 12.4% |
3Y Rtn | 125.3% |
1M Excs Rtn | -1.8% |
3M Excs Rtn | 2.8% |
6M Excs Rtn | 3.7% |
12M Excs Rtn | -4.9% |
3Y Excs Rtn | 56.2% |
Segment Financials
Revenue by Segment
$ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
---|---|---|---|---|---|
American Eagle | 3,362 | 3,263 | 3,556 | 2,734 | 3,480 |
Aerie | 1,670 | 1,507 | 1,376 | 990 | 801 |
Other | 489 | 469 | 82 | 35 | 28 |
Intersegment Elimination | -259 | -249 | -3 | ||
Total | 5,262 | 4,990 | 5,011 | 3,759 | 4,308 |
$ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
---|---|---|---|---|---|
American Eagle | 600 | 541 | 796 | 93 | 484 |
Aerie | 276 | 167 | 214 | 60 | 47 |
Intersegment Elimination | 0 | 0 | |||
Other | -36 | -57 | -16 | -425 | -298 |
Impairment, restructuring and other charges | -153 | -22 | -12 | ||
Unallocated corporate expenses | -464 | -383 | -391 | ||
Total | 223 | 247 | 591 | -271 | 233 |
Returns Analyses
Earnings Returns History
Expand for MoreForward Returns | |||
---|---|---|---|
Earnings Date | 1D Returns | 5D Returns | 21D Returns |
9/3/2025 | 38.0% | 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% |
11/21/2023 | 1.0% | 14.9% | 26.3% |
... | |||
SUMMARY STATS | |||
# Positive | 11 | 10 | 10 |
# Negative | 14 | 15 | 15 |
Median Positive | 2.4% | 6.4% | 8.6% |
Median Negative | -4.2% | -9.3% | -14.4% |
Max Positive | 38.0% | 41.3% | 26.3% |
Max Negative | -14.3% | -21.8% | -20.5% |
SEC Filings
Expand for MoreReport Date | Filing Date | Filing |
---|---|---|
4302025 | 6052025 | 10-Q 5/3/2025 |
1312025 | 3202025 | 10-K 2/1/2025 |
10312024 | 12042024 | 10-Q 11/2/2024 |
7312024 | 8292024 | 10-Q 8/3/2024 |
4302024 | 5302024 | 10-Q 5/4/2024 |
1312024 | 3152024 | 10-K 2/3/2024 |
10312023 | 11212023 | 10-Q 10/28/2023 |
7312023 | 9062023 | 10-Q 7/29/2023 |
4302023 | 5252023 | 10-Q 4/29/2023 |
1312023 | 3132023 | 10-K 1/28/2023 |
10312022 | 11232022 | 10-Q 10/29/2022 |
7312022 | 9072022 | 10-Q 7/30/2022 |
4302022 | 5262022 | 10-Q 4/30/2022 |
1312022 | 3142022 | 10-K 1/29/2022 |
10312021 | 11232021 | 10-Q 10/30/2021 |
7312021 | 9022021 | 10-Q 7/31/2021 |
Insider Activity
Expand for MoreOwner | Title | Filing Date | Action | Price | Shares | TransactedValue | Value ofHeld Shares | Form | |
---|---|---|---|---|---|---|---|---|---|
0 | MCMILLAN CARY D | 1172025 | Sell | 16.02 | 2,999 | 48,044 | Form | ||
1 | MCMILLAN CARY D | 10182024 | Sell | 21.49 | 2,283 | 49,057 | Form | ||
2 | Foyle Jennifer M. | Global Brand President-aerie | 10022024 | Sell | 21.79 | 30,000 | 653,670 | 4,367,104 | Form |
3 | Sable David M. | 9302024 | Sell | 22.04 | 18,420 | 405,885 | 867,218 | Form | |
4 | SCHOTTENSTEIN JAY L | Exec Chairman & CEO | 9202024 | Sell | 20.04 | 598,356 | 11,990,276 | 148,999,237 | Form |
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