An American Eagle ad featuring actress Sydney Sweeney on a billboard in Times Square, New York, USA, on Thursday, August 7, 2025.
Michael Nagle | Bloomberg | Getty Images
american eagle issued bullish holiday guidance and raised its full-year forecast on Tuesday after reporting better-than-expected quarterly results.
According to Street accounts, the company expects comparable sales to rise 8% to 9% in its fiscal fourth quarter, about four times the 2.1% expected by analysts.
American Eagle now expects full-year adjusted operating income to be between $303 million and $308 million, up from the previous range of $255 million to $265 million.
American Eagle shares rose as much as 15% in extended trading.
The company exceeded expectations in the third quarter for sales and bottom line profits.
Here’s how American Eagle’s current quarter results compare to Wall Street expectations, based on a survey of analysts by LSEG.
Earnings per share: 53 cents vs. 44 cents expected Earnings: $1.36 billion vs. $1.32 billion expected
The company reported net income of $91.34 million, or 53 cents per share, for the three months ended Nov. 1, compared with $80.02 million, or 41 cents per share, in the year-ago period.
Sales were $1.36 billion, an increase of about 6% from $1.29 billion in the same period last year.
The results mark the first time investors have seen the impact of American Eagle’s splashy campaign starring Sidney Sweeney and Travis Kelce in a full quarter.
American Eagle’s companywide sales rose 4%, according to Street Accounts, beating analysts’ expectations of 2.7%. Performance across the business exceeded expectations, primarily driven by Aerie, where comparable sales increased 11% and revenue increased approximately 13%.
At campaign-focused American Eagle, comparable sales grew just 1%, below analysts’ expectations of 2.1%, according to Street Accounts.
The company told CNBC that the campaign is “attracting more customers” and increasing attention to the brand, but results show it’s not yet a major revenue driver.
However, it has not had a significant impact on profits. According to Street Accounts, American Eagle’s operating margin for the quarter was 8.3%, beating analysts’ expectations of 7.5%.
