TranscriptsMar. 05, 2026 2:12 AM ETAmerican Eagle Outfitters, Inc. (AEO) StockSA Transcripts158.81K FollowersCommentsQ4: 2026-03-04 Earnings SummaryInsightsTranscript InsightsEPS of $0.84 beats by $0.13 | Revenue of $1.76B (9.73% Y/Y) beats by $21.53MAmerican Eagle Outfitters, Inc. (AEO) Q4 2025 Earnings Call March 4, 2026 4:30 PM ESTCompany ParticipantsJudy Meehan - Senior Vice President of Corporate Communications & Investor RelationsJay Schottenstein - Executive Chairman of the Board & CEOJennifer Foyle - President and Executive Creative Director of AE & AerieMike Mathias - Executive VP & CFOConference Call ParticipantsPaul Lejuez - Citigroup Inc. Exchange ResearchJay Sole - UBS Investment Bank, Research DivisionMatthew Boss - JPMorgan Chase & Co, Research DivisionJungwon Kim - TD Cowen, Research DivisionDana Telsey - Telsey Advisory Group LLCJanine Hoffman Stichter - BTIG, LLC, Research DivisionJonathan Keypour - Goldman Sachs Group, Inc., Research DivisionCorey Tarlowe - Jefferies LLC, Research DivisionMarni Shapiro - The Retail TrackerJanet Kloppenburg - JJK Research Associates, Inc.PresentationOperatorGood afternoon, everyone. Welcome to the AEO, Inc. Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note, this event is being recorded.I would now like to turn the conference over to Judy Meehan, Head of Investor Relations and Corporate Communications. Please go ahead.Judy MeehanSenior Vice President of Corporate Communications & Investor RelationsGood afternoon, everyone. Today, we issued our fourth quarter and fiscal year 2025 press release. Note that included in the release and during this call, certain financial metrics are presented on both a GAAP and non-GAAP adjusted basis. Reconciliations of adjusted results to the GAAP results are available in the tables attached to the earnings release, which is posted on our corporate website at www.aeo-inc.com in the Investor Relations section. Here, you can also find our fourth quarter investor presentation.During today's call, we will make certain forward-looking statements. These statements are based upon information that represents the company's current expectations or beliefs. The results actually realized may differ materially based on risk factors included in our SEC filings. TheRead more current AEO analysis and newsView all earnings call transcriptsComments