AEOAMERICAN EAGLE OUTFITTERS INC
Retail-Family Clothing Stores
- Revenue
- $5.5B
- 4.1% YoY
- Operating margin
- 4.1%
- 49% YoY
- EBITDA
- $448M
- 31% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- -0.3×
- −$148M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear245% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear31% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear5% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $5.0B | $5.0B | $5.3B | $5.3B | $5.5B | 4.1% |
| Operating income | $591M | $247M | $223M | $427M | $226M | 47% |
| Net income | $420M | $124M | $169M | $327M | $186M | 43% |
| Operating cash flow | $304M | $406M | $581M | $477M | $456M | 4.3% |
| Capex | $234M | $260M | $174M | $223M | $261M | 17% |
| Stock-based comp | $38M | $39M | $51M | $40M | $39M | 0.5% |
| Buybacks | — | $10M | $11M | $191M | $57M | 70% |
| Dividends | $114M | $65M | $84M | $96M | $85M | 12% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $130K · 2
- Net
- −$130K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $13M | $34M | 118 | 104 |
| FY2025 | $15M | $4M | 79 | 115 |
| FY2024 | $17M | $24M | 99 | 103 |
| FY2023 | $10M | $1M | 73 | 93 |
| FY2022 | $15M | $15M | 101 | 103 |