TORVANTA
Other · S&P 500 · data as of 2026-10-05

AEO stock analysis: AEO

AEO (AEO) is an S&P 500 company in Other. It grades strongest on value and growth.

The model's view of AEO · subscribers

Where AEO ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with AEO · updated 2026-10-05 · from prices and SEC filings

AEO price performance

AEO against the S&P 500, one year
+0%+25%+50%S&P 500 +18%AEO +8%2025-09-292026-10-05
Year to date-30.0%S&P 500 +14.5% · behind by 44.5 pts
1 year+9.9%S&P 500 +17.0% · behind by 7.1 pts
3 years+22.1%S&P 500 +89.3% · behind by 67.1 pts
5 years-15.4%S&P 500 +91.3% · behind by 106.7 pts

Total returns with dividends reinvested.

AEO factor grades

Each grade compares AEO with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

AValueP/E 9.2x (industry 20.1x)FCF yield 11.3% (industry 6.0%)
A-GrowthRevenue growth +9% (industry +8%)EPS growth +88% (industry +10%)
B-ProfitabilityOperating margin 7.8% (industry 9.6%)ROIC 20.1% (industry 10.1%)
C+Momentum12-month change +10%From 52-wk high -35%

AEO in plain numbers

AEO key statistics

SectorOther
Industryn/a
IndexS&P 500
Market value$3.0B
Revenue growth (y/y)+9%
Free-cash-flow yield11.3%
Dividend yield2.8%
Next earnings (expected)2026-12-01
Valuation measures
Market value$3.0B
Enterprise value$2.9B
P/E (trailing)9.2x
Forward P/E (Torvanta estimate)6.2x
PEG (Torvanta estimate)0.12
Price / sales0.5x
Price / book1.7x
EV / revenue0.5x
EV / EBITDA4.5x
Financial highlights
Revenue, last 12 months$5.7B
Net income, last 12 months$336.9M
EPS, last 12 months (GAAP)$1.96
Gross margin40.5%
Operating margin7.8%
Net margin5.9%
Return on equity20.4%
Return on invested capital20.1%
Cash$148.0M
Total debt$55.0M
Debt / equity0.03x
Free cash flow, last 12 months$343.5M
Current ratio1.59x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

AEO earnings trends

Revenue vs earnings
-$64.9M$404.1M$873.2M$1.3B$1.8BOct 2024 Revenue: $1.3BJan 2025 Revenue: $1.6BApr 2025 Revenue: $1.1BJul 2025 Revenue: $1.3BOct 2025 Revenue: $1.4BJan 2026 Revenue: $1.8BApr 2026 Revenue: $1.2BJul 2026 Revenue: $1.4BOct 2024 Net income: $80.0MJan 2025 Net income: $104.3MApr 2025 Net income: -$64.9MJul 2025 Net income: $77.6MOct 2025 Net income: $91.3MJan 2026 Net income: $87.9MApr 2026 Net income: $23.5MJul 2026 Net income: $134.1MOct 2024Jan 2025Apr 2025Jul 2025Oct 2025Jan 2026Apr 2026Jul 2026Net margin: 6.2%Net margin: 6.5%Net margin: -6.0%Net margin: 6.0%Net margin: 6.7%Net margin: 4.9%Net margin: 2.0%Net margin: 9.7%-6%2%10%■ Revenue ■ Net income ━ Net margin
Earnings per share$-0.4$-0.1$0.2$0.5$0.8Oct 2024 EPS (GAAP, diluted): $0.4Jan 2025 EPS (GAAP, diluted): $0.5Apr 2025 EPS (GAAP, diluted): $-0.4Jul 2025 EPS (GAAP, diluted): $0.5Oct 2025 EPS (GAAP, diluted): $0.5Jan 2026 EPS (GAAP, diluted): $0.5Apr 2026 EPS (GAAP, diluted): $0.1Jul 2026 EPS (GAAP, diluted): $0.8Oct 2024Jan 2025Apr 2025Jul 2025Oct 2025Jan 2026Apr 2026Jul 2026■ EPS (GAAP, diluted) Change from a year earlier: Oct 2025 +29% · Jan 2026 -7% · Jul 2026 +76%

From the company's 10-Q and 10-K filings with the SEC.

AEO financials (from SEC filings)

Fiscal yearFY2022FY2023FY2024FY2025FY2026
Revenue$5.0B$5.0B$5.3B$5.3B$5.5B
Net income$419.6M$125.1M$170.0M$329.4M$192.0M
EPS (GAAP)$2.03$0.62$0.86$1.68$1.12
Free cash flow$69.8M$145.9M$406.3M$254.3M$195.4M

AEO earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-09-09$0.79+76%+8%-14.6%
2026-05-28$0.14n/a+10%-10.8%
2026-03-04$0.50-7%+13%-13.2%
2025-12-02$0.53+29%+6%+12.3%
2025-09-03$0.45+15%-1%+37.7%
2025-05-29$-0.36-206%-5%-1.5%

About AEO

HeadquartersPittsburgh, PA
Industry (SEC code)Retail-Family Clothing Stores
Fiscal year endsJanuary 30
Incorporated inDE
Listed onNYSE
FormerlyAMERICAN EAGLE OUTFITTERS INC

From the company's SEC registration record.

Companies similar to AEO

CompanyMarket valueP/ERevenue growthOperating margin12-month change
AEO AEO$3.0B9.2x+9%7.8%+10%
CALM CALM$3.0B53.3x-43%0.7%-28%compare
POWI POWI$3.0B123.5x+2%3.4%+43%compare
DXPE DXPE$3.0B34.5x+11%8.8%+54%compare
WOR WOR$3.0B19.5x+20%5.5%+11%
AGO AGO$3.0B9.2x-11%n/a-16%
CPK CPK$3.0B20.1x+15%27.3%-5%

All Other stock ratings

Frequently asked questions

Is AEO stock a buy?

Torvanta does not tell individuals what to buy. Its grades for AEO are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is AEO's P/E ratio?

AEO trades at about 9.2 times its last 12 months of GAAP earnings reported to the SEC, and about 6.2 times Torvanta's own estimate of the next 12 months.

When does AEO report earnings next?

Based on its filing history, Torvanta expects AEO to report around 2026-12-01.

Does AEO pay a dividend?

Yes. Its dividend yield is about 2.8%.

How has AEO performed against the S&P 500?

Over the past year AEO returned +9.9%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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