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AMERICAN EAGLE OUTFITTERS INC

For the period ended Aug 2, 2025. Filed Sep 9, 2025.

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About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Aug 2, 2025 · Filed Sep 9, 2025

AEO$21.75+9.2%Stored close · as of Nov 9, 2026

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 10-Q

☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

For the quarterly period ended August 2,2025

OR

☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

Commission File Number:1-33338

American Eagle Outfitters, Inc.

(Exact name of registrant as specified in its charter)

DelawareNo. 13-2721761
(State or other jurisdiction ofincorporation or organization) · (I.R.S. EmployerIdentification No.)
77 Hot Metal Street, Pittsburgh, PA15203-2329
(Address of principal executive offices)(Zip Code)

Registrant’s telephone number, including area code: (412)432-3300

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s)Name of each exchange on which registered
Common Stock, $0.01 par valueAEONew York Stock Exchange

Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes ☒ No ☐

Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files). Yes ☒ No ☐

Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growth company. See the definitions of "large accelerated filer", "accelerated filer", "smaller reporting company," and "emerging growth company" in Rule 12b-2 of the Exchange Act.

Large accelerated filer☒Accelerated filer☐
Non-accelerated filer☐Smaller reporting company☐
Emerging growth company☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐

Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes ☐ No ☒

Indicate the number of shares outstanding of each of the issuer’s classes of common stock, as of the latest practicable date: 169,338,842 shares of Common Stock were outstanding at September 5, 2025.

TABLE OF CONTENTS

Page Number
PART I - FINANCIAL INFORMATION
Forward Looking Statements4
Item 1.Financial Statements7
Consolidated Balance Sheets: August 2, 2025, February 1, 2025, and August 3, 20247
Consolidated Statements of Operations: 13 and 26 weeks ended August 2, 2025 and August 3, 20248
Consolidated Statements of Comprehensive Income: 13 and 26 weeks ended August 2, 2025 and August 3, 20249
Consolidated Statements of Stockholders' Equity: 13 and 26 weeks ended August 2, 2025 and August 3, 202410
Consolidated Statements of Cash Flows: 26 weeks ended August 2, 2025 and August 3, 202412
Notes to Consolidated Financial Statements14
Item 2.Management's Discussion and Analysis of Financial Condition and Results of Operations30
Item 3.Quantitative and Qualitative Disclosures about Market Risk43
Item 4.Controls and Procedures43
PART II - OTHER INFORMATION
Item 1.Legal Proceedings44
Item 1A.Risk Factors44
Item 2.Unregistered Sales of Equity Securities and Use of Proceeds44
Item 3.Defaults Upon Senior SecuritiesN/A
Item 4.Mine Safety DisclosuresN/A
Item 5.Other Information44
Item 6.Exhibits45
ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.