美鹰服饰2025财年Q3业绩亮眼，上调Q4展望股价大涨

Core Viewpoint - American Eagle Outfitters (AEO) reported strong Q3 performance for fiscal year 2025 and raised its Q4 outlook [1] Financial Performance - For Q3, total net revenue increased by 6% year-over-year to $1.36 billion, setting a record; comparable sales rose by 4%, with Aerie brand sales up by 11% [2] - Diluted earnings per share reached $0.53, a 29% increase compared to the previous year [2] Stock Performance - On December 3, 2025, AEO's stock price surged by 15.07%, closing at $23.97, with trading volume increasing by 116.31% to $799 million, directly linked to the positive earnings report [3] Recent Developments - The company raised its Q4 fiscal year 2025 outlook, expecting same-store sales growth of 8% to 9%, with operating income guidance between $155 million and $160 million, exceeding previous expectations [4] - Management noted that the growth momentum has continued into the holiday season, with record sales during the Thanksgiving weekend [4] Future Outlook - Investors should monitor upcoming announcements to verify the actual achievement of the Q4 guidance; the adjusted operating profit expectation for the full year is projected to be between $303 million and $308 million [5] - The competitive landscape in the apparel retail industry remains intense, necessitating attention to macro consumer environment, tariff policy changes, and brand strategy execution, as these factors may influence stock price volatility [5]