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Earnings transcript
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AEO
American Eagle Outfitters, Inc.
$17.98
-0.07
(-0.39%)
| Exchange: | NYSE |
| Market Cap: | 3.013B |
| Shares Outstanding: | 162.776M |
Delayed data
About The Company
| Sector: | Consumer CyclicalView sector performance | |||||
| Industry: | Apparel – RetailView industry performance | |||||
| CEO: | Jay L. Schottenstein | |||||
| Full Time Employees: | 45000 | |||||
| Address: |
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| Website: | https://www.aeo-inc.com |
American Eagle Outfitters, Inc. (AEO) operates as a distinct fashion and lifestyle retail enterprise, offering a wide array of clothing, accessories, and personal care items. Its primary offerings are sold under the established American Eagle and Aerie labels. The American Eagle brand features various jeans, specialized apparel, and fashion accessories catering to both men and women. Conversely, the Aerie brand targets female customers with its collections of intimates, general clothing, activewear, swimwear, and personal care products. Additionally, AEO markets graphic t-shirts and other apparel via its Tailgate brand, and provides upscale menswear through its Todd Snyder New York division. As of January 29, 2022, the company managed a significant physical retail presence, including 880 American Eagle stores, 244 standalone Aerie boutiques, and 5 Todd Snyder outlets, located across the United States, Canada, Mexico, and Hong Kong. Globally, AEO extends its reach by shipping to 81 countries through its dedicated e-commerce sites: ae.com, aerie.com, and toddsnyder.com. Its merchandise is also distributed through 260 licensed establishments operating in 28 nations. Established in 1977, American Eagle Outfitters, Inc. is headquartered in Pittsburgh, Pennsylvania.
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Revenue Segmentation
AEO full analysis
Hey everyone, welcome back to MarketSnap. American Eagle just posted one of the strangest earnings prints of the year — a massive beat on the top and bottom line, and the stock dropped double digits anyway. So today we're breaking down what actually happened, digging through the financials, and running the numbers through our valuation model to see whether price and fundamentals still line up. Let's set the stage, because the setup here is what makes this so interesting. American…
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 5,261,770 | 5,328,652 | 5,496,810 |
| Gross Profit | 1,812,262 | 1,881,778 | 1,813,360 |
| EBITDA | 476,251 | 663,959 | 465,461 |
| Operating Income | 368,012 | 449,964 | 327,825 |
| Net Income | 170,038 | 329,380 | 191,983 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 3,557,909 | 3,830,775 | 4,042,481 |
| Total Liabilities | 1,821,150 | 2,063,915 | 2,351,047 |
| Total Stockholders Equity | 1,736,759 | 1,766,860 | 1,691,434 |
| Total Debt | 1,185,630 | 1,446,330 | 1,733,124 |
| Cash and Cash Equivalents | 354,094 | 308,962 | 238,923 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 580,710 | 476,798 | 0 |
| Capital Expenditure | -174,437 | 0 | 0 |
| Free Cash Flow | 406,273 | 476,798 | 0 |
| Net Income | 170,038 | 329,380 | 0 |
| Net Change in Cash | 183,885 | -45,132 | 0 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2029 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 6,136,728.535 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 6,534,140.614 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 6,315,925.077 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 770,110.054 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 785,589.667 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 777,849.860 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 388,056.239 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 399,434.947 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 393,745.593 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 1,607,287.704 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 1,711,375.011 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 1,654,221.570 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 2.240 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 2.270 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 2.200 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 5 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 1 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Record Revenue and Operating Income: Q4 2024 earnings call reported record revenue and operating income, indicating strong top-line momentum and effective cost leverage despite a challenging retail environment.
- Positive Free Cash Flow Generation: Cash flow statement data shows positive free cash flow (operating cash flow minus capital expenditure), supporting the company's ability to fund dividends, reinvest in the business, and maintain financial flexibility.
- Healthy Balance Sheet Liquidity: Current ratio and quick ratio (TTM) suggest adequate short-term liquidity to cover near-term obligations, reducing refinancing risk.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MarketSnap estimates AEO intrinsic value between $32.22 – $32.31 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about AEO valuation
Is American Eagle Outfitters, Inc. (AEO) overvalued or undervalued right now?
MarketSnap estimates intrinsic value for American Eagle Outfitters, Inc. (AEO) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is AEO a buy, hold, or sell for long-term investors?
MarketSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether AEO trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is AEO’s P/E ratio?
You can see AEO’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for AEO?
MarketSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MarketSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is AEO a good long-term investment?
Whether AEO fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MarketSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
AEO
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Daily snapshot
-0.39
Trading Metrics:
| Open: | 18.23 | Previous Close: | 18.05 | |
| Day Low: | 17.84 | Day High: | 18.41 | |
| Year Low: | 14.1 | Year High: | 28.46 | |
| Price Avg 50: | 16.79 | Price Avg 200: | 18.83 | |
| Volume: | 3.321M | Average Volume: | 5.444M |
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