美鹰傲飞 2026年季度报告

☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d)OF THE SECURITIESEXCHANGE ACT OF 1934 For the quarterly period ended May 2, 2026OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d)OF THE SECURITIESEXCHANGE ACT OF 1934 Commission File Number: 1-33338 American Eagle Outfitters, Inc. (Exact name of registrant as specified in its charter) Delaware(State or other jurisdiction ofincorporation or organization) 77 Hot Metal Street, Pittsburgh, PA(Address of principal executive offices) Registrant’s telephone number, including area code: (412) 432-3300 Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of theSecurities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant wasrequired to file such reports), and (2) has been subject to such filing requirements for the past 90 days.YES☒NO☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to besubmitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or forsuch shorter period that the registrant was required to submit such files).YES☒NO☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, asmaller reporting company, or an emerging growth company. See the definitions of "large accelerated filer","accelerated filer", "smaller reporting company," and "emerging growth company" in Rule 12b-2 of the Exchange Act. Large accelerated filer☒Accelerated filer☐Non-accelerated filer☐Smaller reporting company☐Emerging growth company☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transitionperiod for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of theExchange Act.☐ 1Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).YES☐NO☒ Indicate the number of shares outstanding of each of the issuer’s classes of common stock, as of the latest practicabledate: 167,573,333 shares of Common Stock were outstanding at June 2, 2026. PART I - FINANCIAL INFORMATION Forward Looking Statements Item 1.Financial Statements7Consolidated Balance Sheets: May 2, 2026, January 31, 2026, and May 3, 20257Consolidated Statements of Operations: 13 weeks ended May 2, 2026 and May 3, 20258Consolidated Statements of Comprehensive Income: 13 weeks ended May 2, 2026 and May 3,20259Consolidated Statements of Stockholders' Equity: 13 weeks ended May 2, 2026 and May 3, 202510Consolidated Statements of Cash Flows: 13 weeks ended May 2, 2026 and May 3, 202511Notes to Consolidated Financial Statements13Item 2.Management's Discussion and Analysis of Financial Condition and Results of Operations28Item 3.Quantitative and Qualitative Disclosures about Market Risk38Item 4.Controls and Procedures38 PART II - OTHER INFORMATION Item 1.Legal Proceedings39Item 1A.Risk Factors39Item 2.Unregistered Sales of Equity Securities and Use of Proceeds39Item 3.Defaults Upon Senior SecuritiesN/AItem 4.Mine Safety DisclosuresN/AItem 5.Other Information39Item 6.Exhibits40 FORWARD LOOKING STATEMENTS This Quarterly Report on Form 10-Q (this "Quarterly Report") contains "forward-looking statements" within the meaningof Section 27A of the Securities Act of 1933, as amended (the "Securities Act"), and Section 21E of the SecuritiesExchange Act of 1934, as amended (the "Exchange Act"), that are based on the views and beliefs of management ofAmerican Eagle Outfitters, Inc. (the "Company," "we," "us," and "our"), as well as assumptions and estimates made bymanagement. Any forward-looking statement speaks only as of the date on which such statement is made, and we donot intend to correct or update any forward-looking statement, whether as a result of new information, future events, orotherwise, except as required by law. Actual results could differ materially from such forward-looking statements as aresult of various risk factors, including those contained in this Quarterly Report and in the Company's Annual Report onForm 10-K for the fiscal year ended January 31, 2026 filed with the Securities and Exchange Commission (the "SEC")on March 30, 2026 (the "Fiscal 2025 Form 10-K") that may not be in the control of management. As used herein,“Fiscal 2028” refers to the 53-week period that will end on February 3, 2029. "Fiscal 2027" refers to the 52-week periodthat will end on January 29, 2028. "Fiscal 2026" refers to the 52-week period that will end on January 31, 2026. "Fiscal2025" refers to the 52-week period ended January 31, 2026. Allstatements other than statements of historical facts contained in this Quarterly Report are forward-lookingstatements. Words such as "estimate," "project," "plan," "believe," "expect,"