Overview

• American Eagle reported revenue of $1.28 billion and earnings of $0.45 per share for Q2, topping analyst estimates.
• Shares jumped 37.96% to $18.89 for the company’s best single trading day on record following the results.
• The company says the Sydney Sweeney and Travis Kelce campaigns delivered roughly 700,000–800,000 new customers and about 40 billion impressions, with a “Sydney” jacket selling out in 24 hours.
• Full‑year guidance was reinstated with adjusted operating income projected at $255 million to $265 million after the outlook was withdrawn in May.
• Management plans to extend both campaigns into the second half, noting most benefits will be reflected in Q3 as tariff exposure tied to sourcing in Vietnam and India pressures margins.