Here's What Key Metrics Tell Us About American Eagle (AEO) Q3 Earnings

Core Insights - American Eagle Outfitters (AEO) reported a revenue of $1.36 billion for the quarter ended October 2025, reflecting a year-over-year increase of 5.7% and surpassing the Zacks Consensus Estimate by 3.31% [1] - The earnings per share (EPS) for the quarter was $0.53, up from $0.48 in the same quarter last year, representing a surprise of 23.26% over the consensus estimate of $0.43 [1] Financial Performance - The total net revenue for American Eagle was $853.73 million, exceeding the average estimate of $839.85 million by analysts, with a year-over-year change of 2.6% [4] - Aerie's total net revenue reached $461.99 million, surpassing the average estimate of $430.78 million, marking a year-over-year increase of 12.6% [4] Store Metrics - The number of Aerie stand-alone stores was reported at 329, slightly below the average estimate of 338 [4] - The total number of stores at the end of the period was 1,190, slightly above the average estimate of 1,188 [4] - Comparable store sales for Aerie were reported at 11%, significantly higher than the average estimate of 3.5% [4] - Comparable store sales for American Eagle Outfitters were 1%, slightly below the average estimate of 1.7% [4] Stock Performance - American Eagle's shares have returned 28.6% over the past month, outperforming the Zacks S&P 500 composite, which saw a change of -0.2% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]