American Eagle Q2 lands September 9: growth meets a $20m tariff bill

American Eagle Outfitters reports second quarter fiscal 2026 results after the close on September 9, with guidance calling for mid to high single digit comparable sales growth but operating income of just $45 to $50 million against $103 million a year earlier. A $20 million incremental tariff headwind sits inside that guide, and IEEPA refunds are excluded.