Recent Press Releases & News
AEO earnings at a glance
The options market is pricing a move of about ±2.1% after the report, a range of roughly $17.51 to $18.27 from today's $17.89. Over its last 2 reports the stock rose the next day 2 times and fell 0, moving ±1.4% on average; after the most recent report on May 28, 2026 it moved +2.0%. That means options currently expect more movement than AEO has typically delivered. AEO beat the consensus EPS estimate in 2 of its last 3 reported quarters. Implied volatility is currently 51%. The share price of $17.89 sits in the middle of its 52-week range.
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Overview
Earnings trends
Earnings history
| Date | Period | Actual EPS | Est | Surprise | YoY %Δ | Day react | Source |
|---|---|---|---|---|---|---|---|
| Sat Aug 1, 2026 | Aug 2026 | $0.79 | — | — | — | — | financials |
| Thu May 28, 2026 | Apr/2026 | $0.14 | $0.11 | +27.3% | +148.3% | +2.0% | earnings |
| Wed Sep 3, 2025 | Jul/2025 | $0.45 | $0.20 | +125.0% | — | — | earnings |
| Sat Aug 2, 2025 | Aug 2025 | $0.45 | — | — | — | — | financials |
| Thu May 29, 2025 | Apr/2025 | $-0.29 | $-0.25 | -16.0% | — | +0.8% | earnings |
| Sat Nov 2, 2024 | Nov 2024 | $0.41 | — | — | — | — | financials |
| Sat Aug 3, 2024 | Aug 2024 | $0.39 | — | — | — | — | financials |
| Sat May 4, 2024 | May 2024 | $0.34 | — | — | — | — | financials |
| Sat Oct 28, 2023 | Oct 2023 | $0.49 | — | — | — | — | financials |
| Sat Jul 29, 2023 | Jul 2023 | $0.25 | — | — | — | — | financials |
| Sat Apr 29, 2023 | Apr 2023 | $0.09 | — | — | — | — | financials |
| Sat Oct 29, 2022 | Oct 2022 | $0.42 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Aug 2026 | May 2026 | Jan 2026 | Nov 2025 | Aug 2025 | May 2025 | Feb 2025 | Nov 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.38B | $1.20B | — | $1.36B | $1.28B | $1.09B | — | $1.29B |
| Cost of revenue | $708M | $739M | — | $811M | $784M | $767M | — | $762M |
| Gross profit | $672M | $456M | — | $552M | $500M | $322M | — | $527M |
| Operating income | $211M | $28M | — | $113M | $103M | $-85M | — | $106M |
| Net income | $134M | $24M | — | $91M | $78M | $-65M | — | $80M |
| EPS (diluted) | $0.79 | $0.14 | — | $0.53 | $0.45 | $-0.36 | — | $0.41 |
Balance sheet (quarterly)
| Metric | Aug 2026 | May 2026 | Jan 2026 | Nov 2025 | Aug 2025 | May 2025 | Feb 2025 | Nov 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $148M | $103M | $239M | $113M | $127M | $88M | $309M | $160M |
| Inventory | $818M | $817M | $702M | $891M | $718M | $645M | $637M | $804M |
| Total current assets | $1.34B | $1.24B | $1.31B | $1.40B | $1.27B | $1.09B | $1.35B | $1.34B |
| Total assets | $4.28B | $4.08B | $4.01B | $4.19B | $4.06B | $3.77B | $3.83B | $3.74B |
| Long-term debt | $55M | $85M | $0 | $210M | $203M | $110M | — | $0 |
| Total liabilities | — | — | — | — | — | — | — | — |
| Total equity | $1.76B | $1.64B | $1.69B | $1.63B | $1.54B | $1.47B | $1.77B | $1.75B |
Implied volatility — last 90 days
Sector peers
AEO earnings FAQ
What is AEO's expected move for earnings?
Options currently price a move of about ±2.1%, or $0.38 per share either way from $17.89.
How does AEO stock usually react to earnings?
Across the last 2 reports the average next-day move was ±1.4%, up 2 times and down 0 times.
What is AEO's implied volatility?
AEO's at-the-money implied volatility is about 51% based on the latest options snapshot.