Schwab Network 对 $AEO 的判断变化

频道资料 →本频道有 2 位标注的说话人:Truist、UBS共 1 条
2026-09-10看跌
Thursday's First Moves: AEO, M & COO Sell Off After Earnings
AEO股价表现疲软,核心品牌同店销售下滑与利润率压缩的影响,盖过了Airy品牌的积极表现和每股收益超预期。

我关注的是American Eagle今天的股价走势,下跌了约15%。他们公布了财报,包括销售额以及同店数据。说实话,表现相当参差不齐。

I'm looking at the the price action down around 15% today for American Eagle. They reported earnings and sales as well as comp numbers. Uh you know, really mixed bag.

如果看整体销售额,略高于预期,为13.8亿,而预期为13.7亿。所以同比增长约8%。调整后每股收益实际上高得多,为79美分,而预期为21美分。所以与去年的45美分相比,增长了约76%。再看总同店数据,增长了6%。

If you look at the topline sales, um, they came in slightly higher than estimates at 1.38 billion versus 1.37. So that was higher year-over-year by about 8%. EPS actually came in quite a bit higher on an adjusted basis at 79 cents versus the 21 cent estimate. So that was higher by around 76% compared to last year at 45. Um, you look at the total comps, they were higher by 6%.