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AMERICAN EAGLE OUTFITTERS INC

For the period ended Aug 1, 2026. Filed Sep 10, 2026.

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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 1, 2026 · Filed Sep 10, 2026

AEO$19.92-2.2%Stored close · as of Nov 6, 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 1,2026

OR

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

Commission File Number:001-33338

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:167,573,333 shares of Common Stock were outstanding at September 10, 2026.

TABLE OF CONTENTS

Page Number
PART I - FINANCIAL INFORMATION
Forward Looking Statements4
Item 1.Financial Statements7
Consolidated Balance Sheets: August 1, 2026, January 31, 2026, and August 2, 20257
Consolidated Statements of Operations: 13 and 26 weeks ended August 1, 2026 and August 2, 20258
Consolidated Statements of Comprehensive Income: 13 and 26 weeks ended August 1, 2026 and August 2, 20259
Consolidated Statements of Stockholders' Equity: 13 and 26 weeks ended August 1, 2026 and August 2, 202510
Consolidated Statements of Cash Flows: 26 weeks ended August 1, 2026 and August 2, 202512
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 Risk44
Item 4.Controls and Procedures45
PART II - OTHER INFORMATION
Item 1.Legal Proceedings46
Item 1A.Risk Factors46
Item 2.Unregistered Sales of Equity Securities and Use of Proceeds46
Item 3.Defaults Upon Senior SecuritiesN/A
Item 4.Mine Safety DisclosuresN/A
Item 5.Other Information46
Item 6.Exhibits47
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.