AEO reports Q1 FY2026 record revenue of $1.2B, up 10% YoY with Aerie surging 25%

American Eagle Outfitters delivered first quarter revenue of $1.2 billion with 10% growth and operating profit of $28 million exceeding guidance, driven by Aerie's exceptional 25% comparable sales growth and surpassing $2 billion in trailing 12-month revenue. The company reaffirmed full-year fiscal 2026 operating income guidance of $390-$410 million despite mixed American Eagle brand results and continued consumer uncertainty.