Company Overview American Eagle Outfitters, Inc. (the “Company,” "AEO," “we,” “us,” and “our”) is a leading global specialty retailer with a portfolio of beloved apparel brands. We operate and license nearly 1,500 retail stores worldwide and are online at www.ae.com and www.aerie.com in the U.S. and internationally. Rooted in optimism, inclusivity, and authenticity, AEO’s brands empower every customer to celebrate their unique personal style. We offer casual, comfortable, timeless outfitting and high-quality products that are made to last under the American Eagle ("AE") brand, and intimates, apparel, activewear, and swim collections under the Aerie and OFFLINE by Aerie brands. We sell directly to consumers through our retail channel, which includes our stores and concession-based shops-within-shops. We operate stores in the U.S., Canada, and Mexico.
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 5.3B | 5.3B | 5.3B | 5.0B | 5.0B | 3.8B |
| Net Income | 208M | 329M | 170M | 125M | 420M | -209M |
| EPS | $1.13 | $1.68 | $0.86 | $0.64 | $2.03 | $-1.26 |
| Free Cash Flow | 157M | 254M | 406M | 146M | 70M | 75M |
| ROIC | 12.2% | - | 11.3% | 12.7% | 32.1% | 62.5% |
| Gross Margin | 37.0% | 39.2% | 38.5% | 35.0% | 39.8% | 30.5% |
| Debt/Equity | 0.13 | - | 0.00 | 0.01 | 0.01 | 0.24 |
| Dividends/Share | $0.52 | $0.50 | $0.43 | $0.36 | $0.68 | $0.14 |
| Operating Income | 273M | 427M | 223M | 247M | 591M | 591M |
| Operating Margin | 5.1% | 8.0% | 4.2% | 5.0% | 11.8% | 15.7% |
| ROE | 12.8% | - | 9.7% | 7.5% | 27.8% | -16.7% |
| Shares Outstanding | 170M | 196M | 198M | 196M | 207M | 166M |
AMERICAN EAGLE OUTFITTERS INC passes 3 of 9 quality checks, indicating weak fundamentals.
AMERICAN EAGLE OUTFITTERS INC trades at 15.7x trailing earnings, compared to its 15-year median P/E of 10.7x, suggesting it is currently Fair relative to its historical range. On a free-cash-flow basis, the stock trades at 19.2x vs a median of 11.7x. The company's 5-year average ROIC is 29.6% with a gross margin of 36.6%. Total shareholder yield (dividends + buybacks) is 5.9%. At current prices, the estimated annualized return to fair value is +5.8%.
AMERICAN EAGLE OUTFITTERS INC (AEO) has a current P/E ratio of 15.7, compared to its historical median P/E of 10.7. The stock is currently considered Fair based on its historical valuation range.
AMERICAN EAGLE OUTFITTERS INC (AEO) has a 5-year average return on invested capital (ROIC) of 29.6%. This indicates strong capital allocation and a potential competitive advantage.
AMERICAN EAGLE OUTFITTERS INC (AEO) has a market capitalization of $3.0B. It is classified as a mid-cap stock.
Yes, AMERICAN EAGLE OUTFITTERS INC (AEO) pays a dividend with a trailing twelve-month yield of 2.92%. The company also returns capital through share buybacks, with a buyback yield of 3.03%.
Based on historical P/E analysis, AMERICAN EAGLE OUTFITTERS INC (AEO) appears fair. The current P/E of 15.7 is 47% above its historical median of 10.7. The estimated fair value CAGR (P/E method) is 0.2%.
AMERICAN EAGLE OUTFITTERS INC (AEO) operates in the Retail-Family Clothing Stores industry, within the Consumer Cyclical sector.
AMERICAN EAGLE OUTFITTERS INC (AEO) reported annual revenue of $5.3 billion in its most recent fiscal year, based on SEC EDGAR filings.
AMERICAN EAGLE OUTFITTERS INC (AEO) has a net profit margin of 6.2%. This is a modest margin.
AMERICAN EAGLE OUTFITTERS INC (AEO) generated $254 million in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
AMERICAN EAGLE OUTFITTERS INC (AEO) reported earnings per share (EPS) of $1.68 in its most recent fiscal year.
AMERICAN EAGLE OUTFITTERS INC (AEO) has a 5-year average gross margin of 36.6%. This indicates decent pricing power.
The Ledger Terminal provides 15 years of financial data for AMERICAN EAGLE OUTFITTERS INC (AEO), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.