American Eagle Outfitters reported a 10% year-over-year revenue increase to $1.2 billion in the first quarter of fiscal 2026, driven by Aerie's 34% total sales growth and 25% comparable sales rise. Aerie surpassed $2 billion in trailing 12-month revenue, with apparel comparable sales surging 45%. Operating income reached $28 million, exceeding guidance, as the company shifted to targeted promotions and higher-margin strategies. Aerie's momentum is expected to continue with comparable sales growth in the high-teens to low 20% range for the second quarter.
American Eagle Outfitters IncAerie's 34% total sales growth and 25% comparable sales rise drove 10% overall revenue increase.
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