$AEO (AMERICAN EAGLE OUTFITTERS) — 8-K: Q2 FY26 EPS $0.79 vs $0.45 last year; revenue $1.38B up 8% YoY

AEO printed Q2 FY26 GAAP EPS of $0.79, up from $0.45 last year. Revenue rose 8% YoY to $1.38B, with total comparable sales up 6%. FY26 operating income guidance is $540M-$550M, inclusive of a net tariff refund benefit. The quarter included a $161M net operating income benefit from IEEPA tariff refunds, driving significant margin expansion.

AEO printed Q2 FY26 GAAP EPS of $0.79, up from $0.45 last year. Revenue rose 8% YoY to $1.38B, with total comparable sales up 6%. FY26 operating income guidance is $540M-$550M, inclusive of a net tariff refund benefit. The quarter included a $161M net operating income benefit from IEEPA tariff refunds, driving significant margin expansion.