(AEO) American Eagle Outfitters - Overview

Sector: Consumer Cyclical | Industry: Apparel Retail | Exchange: NYSE (USA) | Market Cap: 2.831m USD | Total Return: 38.1% in 12m

Stock Jeans, Apparel, Accessories, Intimates, Activewear
Total Rating 66
Risk 91
Buy Signal -0.27
Apparel Retail -2.8
Apparel Retail -3.7
Market Cap: 2,831m
Avg Trading Vol: 92.3M USD
ATR: 5.79%
Peers RS (IBD): 54.3
Risk 5d forecast
Volatility51.9%
Rel. Tail Risk-9.66%
Reward TTM
Sharpe Ratio0.83
Alpha27.47
Character TTM
Beta1.417
Beta Downside1.207
Drawdowns 3y
Max DD63.13%
CAGR/Max DD0.16
EPS (Earnings per Share) EPS (Earnings per Share) of AEO over the last years for every Quarter: "2021-04": 0.48, "2021-07": 0.6, "2021-10": 0.76, "2022-01": 0.35, "2022-04": 0.16, "2022-07": 0.04, "2022-10": 0.42, "2023-01": 0.37, "2023-04": 0.17, "2023-07": 0.25, "2023-10": 0.49, "2024-01": 0.61, "2024-04": 0.34, "2024-07": 0.39, "2024-10": 0.48, "2025-01": 0.54, "2025-04": -0.36, "2025-07": 0.45, "2025-10": 0.53, "2026-01": 0.5,
EPS CAGR: 35.51%
EPS Trend: 23.3%
Last SUE: -1.99
Qual. Beats: 0
Revenue Revenue of AEO over the last years for every Quarter: 2021-04: 1034.614, 2021-07: 1194.156, 2021-10: 1274.078, 2022-01: 1507.937, 2022-04: 1055.037, 2022-07: 1198.124, 2022-10: 1240.583, 2023-01: 1496.088, 2023-04: 1080.926, 2023-07: 1200.879, 2023-10: 1301.055, 2024-01: 1678.91, 2024-04: 1143.867, 2024-07: 1291.058, 2024-10: 1289.094, 2025-01: 1604.633, 2025-04: 1089.599, 2025-07: 1283.675, 2025-10: 1362.701, 2026-01: 1760.834,
Rev. CAGR: 14.64%
Rev. Trend: 43.1%
Last SUE: 0.93
Qual. Beats: 3
Description: AEO American Eagle Outfitters

American Eagle Outfitters, Inc. (NYSE:AEO) is a multi-brand specialty retailer that sells denim, apparel, accessories and personal-care items for men and women under the American Eagle, Aerie, OFFLINE by Aerie, Todd Snyder New York, and Unsubscribed brands. The company reaches consumers through company-owned and licensed stores, shop-within-shop concessions, wholesale channels and its own e-commerce platforms (ae.com, aerie.com, toddsnyder.com, unsubscribed.com). Founded in 1977, AEO is headquartered in Pittsburgh, Pennsylvania.

Key recent metrics show AEO’s FY 2025 revenue rose 7% YoY to $5.02 billion, with digital sales now representing 38% of total revenue-a 5-point increase year-over-year. Same-store sales grew 4.2% in Q4 2025, driven by strong performance in the Aerie segment, which posted a 12% sales uplift and a 15% improvement in gross margin. The apparel retail sector remains sensitive to discretionary spending trends; a 0.3% quarterly rise in U.S. consumer confidence and stable employment levels have supported AEO’s growth outlook.

For a deeper dive into AEO’s valuation and risk profile, consider exploring the analysis on ValueRay.

Headlines to Watch Out For
  • Aerie brand growth boosts revenue and market share
  • Cotton prices and labor costs impact profitability
  • Teen fashion trends dictate demand for apparel
  • E-commerce expansion drives sales and operational efficiency
Piotroski VR‑10 (Strict) 6.0
Net Income: 192.0m TTM > 0 and > 6% of Revenue
FCF/TA: 0.01 > 0.02 and ΔFCF/TA -6.01 > 1.0
NWC/Revenue: 8.16% < 20% (prev 8.85%; Δ -0.69% < -1%)
CFO/TA 0.02 > 3% & CFO 95.0m > Net Income 192.0m
Net Debt (1.49b) to EBITDA (543.6m): 2.75 < 3
Current Ratio: 1.52 > 1.5 & < 3
Outstanding Shares: last quarter (175.7m) vs 12m ago -9.20% < -2%
Gross Margin: 32.99% > 18% (prev 0.35%; Δ 3.26k% > 0.5%)
Asset Turnover: 139.6% > 50% (prev 139.1%; Δ 0.53% > 0%)
Interest Coverage Ratio: 75.18 > 6 (EBITDA TTM 543.6m / Interest Expense TTM 4.33m)
Altman Z'' 4.48
A: 0.11 (Total Current Assets 1.31b - Total Current Liabilities 865.6m) / Total Assets 4.04b
B: 0.63 (Retained Earnings 2.55b / Total Assets 4.04b)
C: 0.08 (EBIT TTM 325.6m / Avg Total Assets 3.94b)
D: 1.08 (Book Value of Equity 2.54b / Total Liabilities 2.35b)
Altman-Z'' Score: 4.48 = AA
Beneish M -2.95
DSRI: 0.96 (Receivables 258.6m/262.4m, Revenue 5.50b/5.33b)
GMI: 1.07 (GM 32.99% / 35.22%)
AQI: 1.01 (AQ_t 0.11 / AQ_t-1 0.11)
SGI: 1.03 (Revenue 5.50b / 5.33b)
TATA: 0.02 (NI 192.0m - CFO 95.0m) / TA 4.04b)
Beneish M-Score: -2.95 (Cap -4..+1) = A
What is the price of AEO shares? As of April 03, 2026, the stock is trading at USD 16.70 with a total of 4,772,341 shares traded.
Over the past week, the price has changed by +4.79%, over one month by -25.16%, over three months by -35.83% and over the past year by +38.14%.
Is AEO a buy, sell or hold? American Eagle Outfitters has received a consensus analysts rating of 3.09. Therefor, it is recommend to hold AEO.
  • StrongBuy: 1
  • Buy: 0
  • Hold: 9
  • Sell: 1
  • StrongSell: 0
What are the forecasts/targets for the AEO price?
Wallstreet Target Price 23.9 43.1%
Analysts Target Price 23.9 43.1%
AEO Fundamental Data Overview as of 02 April 2026
P/E Trailing = 15.3211
P/E Forward = 11.6686
P/S = 0.515
P/B = 1.8583
P/EG = 3.3395
Revenue TTM = 5.50b USD
EBIT TTM = 325.6m USD
EBITDA TTM = 543.6m USD
Long Term Debt = 210.0m USD (from longTermDebt, two quarters ago)
Short Term Debt = 318.1m USD (from shortTermDebt, last quarter)
Debt = 1.73b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 1.49b USD (from netDebt column, last quarter)
Enterprise Value = 4.33b USD (2.83b + Debt 1.73b - CCE 238.9m)
Interest Coverage Ratio = 75.18 (Ebit TTM 325.6m / Interest Expense TTM 4.33m)
EV/FCF = 171.0x (Enterprise Value 4.33b / FCF TTM 25.3m)
FCF Yield = 0.58% (FCF TTM 25.3m / Enterprise Value 4.33b)
FCF Margin = 0.46% (FCF TTM 25.3m / Revenue TTM 5.50b)
Net Margin = 3.49% (Net Income TTM 192.0m / Revenue TTM 5.50b)
Gross Margin = 32.99% ((Revenue TTM 5.50b - Cost of Revenue TTM 3.68b) / Revenue TTM)
Gross Margin QoQ = 33.99% (prev 36.61%)
Tobins Q-Ratio = 1.07 (Enterprise Value 4.33b / Total Assets 4.04b)
Interest Expense / Debt = 0.02% (Interest Expense 268k / Debt 1.73b)
Taxrate = 24.16% (26.6m / 110.3m)
NOPAT = 246.9m (EBIT 325.6m * (1 - 24.16%))
Current Ratio = 1.52 (Total Current Assets 1.31b / Total Current Liabilities 865.6m)
Debt / Equity = 1.02 (Debt 1.73b / totalStockholderEquity, last quarter 1.69b)
Debt / EBITDA = 2.75 (Net Debt 1.49b / EBITDA 543.6m)
Debt / FCF = 59.06 (Net Debt 1.49b / FCF TTM 25.3m)
Total Stockholder Equity = 1.58b (last 4 quarters mean from totalStockholderEquity)
RoA = 4.88% (Net Income 192.0m / Total Assets 4.04b)
RoE = 12.12% (Net Income TTM 192.0m / Total Stockholder Equity 1.58b)
RoCE = 18.15% (EBIT 325.6m / Capital Employed (Equity 1.58b + L.T.Debt 210.0m))
RoIC = 14.40% (NOPAT 246.9m / Invested Capital 1.72b)
WACC = 6.81% (E(2.83b)/V(4.56b) * Re(10.97%) + D(1.73b)/V(4.56b) * Rd(0.02%) * (1-Tc(0.24)))
Discount Rate = 10.97% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -33.33 | Cagr: -5.27%
[DCF] Terminal Value 76.51% ; FCFF base≈116.9m ; Y1≈76.7m ; Y5≈35.1m
 [DCF] Fair Price = N/A (negative equity: EV 892.4m - Net Debt 1.49b = -601.8m; debt exceeds intrinsic value)
 EPS Correlation: 23.27 | EPS CAGR: 35.51% | SUE: -1.99 | # QB: 0
Revenue Correlation: 43.12 | Revenue CAGR: 14.64% | SUE: 0.93 | # QB: 3
EPS next Quarter (2026-07-31): EPS=0.29 | Chg7d=-0.108 | Chg30d=-0.108 | Revisions Net=-1 | Analysts=4
EPS current Year (2027-01-31): EPS=1.75 | Chg7d=+0.030 | Chg30d=+0.030 | Revisions Net=+0 | Growth EPS=+60.6% | Growth Revenue=+5.2%
EPS next Year (2028-01-31): EPS=1.94 | Chg7d=+0.022 | Chg30d=+0.022 | Revisions Net=+1 | Growth EPS=+11.0% | Growth Revenue=+3.5%
[Analyst] Revisions Ratio: -1.00 (0 Up / 1 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 4.4% (Discount Rate 11.0% - Earnings Yield 6.5%)
[Growth] Growth Spread = +1.8% (Analyst 6.2% - Implied 4.4%)
External Resources
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