American Eagle Outfitters Reports Strong Q3 Earnings and Raises Full-Year Forecast

American Eagle Outfitters Inc. reported third-quarter fiscal 2025 results that surpassed analyst expectations, leading the company to raise its full-year forecast. The retailer achieved a net income of $91.3 million, or 53 cents per share, exceeding the anticipated 44 cents per share. Revenue increased by 6% year-over-year to $1.36 billion, surpassing the projected $1.32 billion. Comparable sales rose by 4%, with the Aerie brand experiencing an 11% increase and the American Eagle brand seeing a 1% uptick.

The company attributed its strong performance to successful marketing campaigns featuring actress Sydney Sweeney and NFL player Travis Kelce, which have attracted new customers and heightened brand visibility.

Looking ahead, American Eagle projects fourth-quarter comparable sales growth between 8% and 9%, significantly higher than the 2.1% analysts had anticipated. The company also raised its full-year adjusted operating income forecast to a range of $303 million to $308 million, up from the previous estimate of $255 million to $265 million.

Following the earnings announcement, American Eagle's shares rose approximately 15% in extended trading, reflecting investor confidence in the company's growth trajectory.