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Operates American Eagle and Aerie specialty apparel retail brands targeting teens and young adults.
Operates American Eagle and Aerie specialty apparel retail brands targeting teens and young adults.
Sells through its own stores and websites, so it earns the full retail markup but carries inventory and mall leases. Aerie has become a growing share of sales, and stores in several countries are run by licensed partners who pay it royalties.
Moat: narrow (brand). Aerie has built strong loyalty in body-positive intimates; core AE brand faces intense mall-retail competition.
Headquarters: Pittsburgh, Pennsylvania, US · Founded: 1977 · Employees: 45,000
Size American Eagle Outfitters (AEO) is a United States Consumer Discretionary company (Apparel/Footwear Retail) with a market value of $3.34B, the 1474th largest of 3,117 United States companies the cockpit tracks. Shares closed at $19.92 on 6 Nov 2026.
Performance Over six months the shares gained 19.4%, against +10.8% for the median peer and -1.1% for the United States market (cap-weighted) — 7th highest of 20 in its peer set.
Growth Revenue grew 8.2% over the last twelve months (peer median +7.0%); the operating margin is 9.3% (peer median 9.0%).
Valuation It trades at 11.1× forward earnings against a peer median of 14.6× (6th cheapest of 20).
Price implies For today's price to make sense, revenue must grow about 1% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -7 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.6 points above its cost of capital (9.3% WACC).
Short interest Short interest is 9.7% of the free float (15 Oct 2026).
Next results Next results expected around 24 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $5.70B | $5.55B | $5.33B | $5.26B | $4.99B |
| Revenue growth | — | +4% | +1% | +5% | — |
| Gross profit | $2.12B | $1.82B | $1.88B | $1.81B | $1.54B |
| EBITDA | $753M | $548M | $665M | $604M | $486M |
| Net income | $337M | $192M | $329M | $170M | $125M |
| Free cash flow | $343M | $195M | $254M | $406M | $146M |
| Capital expenditure | $256M | $261M | $223M | $174M | $260M |
| Total debt | $1.92B | $1.74B | $1.48B | $1.19B | $1.37B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| American Eagle Outfitters AEO | $3.34B | +19% | +8% | 9% | 11.1× | 0.9% |
| Abercrombie & Fitch ANF | $6.35B | +57% | +5% | 14% | 12.1× | -2.7% |
| Gap GAP | $7.55B | -8% | +1% | 11% | 8.4× | -2.3% |
| Victoria's Secret & VSXY | $8.62B | +125% | +10% | 8% | 21.4× | 20.0% |
| Urban Outfitters URBN | $7.26B | +18% | +11% | 10% | 13.1× | 6.9% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | AEO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +10.8% | +5.2% | 8th highest of 21 |
| 6-month return | +19.4% | +10.8% | 7th highest of 20 |
| Distance from 52-week high | -30.0% | -24.6% | 7th lowest of 21 |
| Revenue growth (TTM) | +8.2% | +7.0% | 10th highest of 21 |
| Operating margin | 9.3% | 9.0% | 10th highest of 21 |
| Forward P/E | 11.1× | 14.6× | 6th cheapest of 20 |
| Growth the price implies (Req g, 7 yrs) | 0.9% | 11.1% | 7th least demanding of 19 |
| Growth delivered (Del g) | +8.1% | +11.4% | 8th lowest of 18 |
| Hurdle (Req g minus delivered) | -7.2 pp | -4.5 pp | 7th least demanding of 18 |
| ROIC minus cost of capital | +2.6 pp | +0.6 pp | 9th highest of 21 |
| EV / EBITDA | 6.8× | 9.4× | 5th cheapest of 19 |
| Net debt / EBITDA | 2.4× | 1.5× | 6th most indebted of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| American Eagle Outfitters AEO | United States | $3.34B | +19% | +8% | 9% | 11.1× | 0.9% | +8.1% |
| Boot Barn BOOT | United States | $3.92B | -20% | +17% | 14% | 14.6× | 14.3% | +20.3% |
| Sailvan Times 301381.SZ | China | $2.39B | +25% | +14% | 4% | 25.4× | 14.9% | +17.6% |
| Metro Brands METROBRAND.NS | India | $2.39B | -20% | +16% | 19% | 49.2× | 34.1% | +29.1% |
| Vishal Mega Mart VMM.NS | India | $4.67B | -25% | +18% | 9% | 43.8× | 32.3% | +19.4% |
| SHIMAMURA 8227.T | Japan | $4.69B | +2% | +5% | 9% | 14.3× | -9.9% | +5.2% |
| Buckle BKE | United States | $2.16B | -20% | +6% | 22% | 10.3× | -5.2% | +7.6% |
| Capri CPRI | United States | $2.12B | +11% | -14% | 3% | 9.4× | 21.3% | -3.1% |
| Modivo MDV.WA | Poland | $2.01B | +29% | +4% | 2% | 34.1× | 23.3% | +15.9% |
| JD Sports Fashion JD..L | United Kingdom | $6.03B | +37% | +2% | 7% | 9.0× | 1.4% | +15.5% |
| Abercrombie & Fitch ANF | United States | $6.35B | +57% | +5% | 14% | 12.1× | -2.7% | +11.0% |
| OVS OVS.MI | Italy | $1.74B | +15% | +10% | 7% | 14.8× | 12.8% | +11.4% |
| PAL 2726.T | Japan | $1.58B | -4% | +7% | 11% | 13.6× | -15.4% | +16.7% |
| Premier Investments PMV.AX | Australia | $1.57B | +22% | -3% | 14% | 14.9× | 9.4% | -11.0% |
| Urban Outfitters URBN | United States | $7.26B | +18% | +11% | 10% | 13.1× | 6.9% | +12.3% |
| Gap GAP | United States | $7.55B | -8% | +1% | 11% | 8.4× | -2.3% | +2.2% |
| Victoria's Secret & VSXY | United States | $8.62B | +125% | +10% | 8% | 21.4× | 20.0% | +3.9% |
| Carter's CRI | United States | $1.17B | -9% | +5% | 10% | 9.9× | -13.2% | -0.8% |
| Reformation REF | United States | $1.07B | n/a | +16% | 6% | 57.7× | n/a | n/a |
| Aditya Birla Lifestyle Brands ABLBL.NS | India | $995M | -35% | +7% | 7% | 32.4× | 22.2% | n/a |
| Meesho MEESHO.NS | India | $11.4B | +17% | +34% | -9% | n/a | n/a | n/a |