$AEO (AMERICAN EAGLE OUTFITTERS) — 8-K: AEO Q2 FY26 GAAP EPS $0.79; revenue $1.38B, up 8% YoY; FY26 operating income guide $540M-$550M

AEO printed Q2 FY26 GAAP EPS of $0.79 versus $0.45 last year. Revenue rose 8% YoY to $1.38B, with total comps 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 versus $0.45 last year. Revenue rose 8% YoY to $1.38B, with total comps 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.