American Eagle Outfitters (AEO) Change in Inventory (2009 - 2026)
American Eagle Outfitters (AEO) posted Change in Inventory of -$197.3 million for Q1 2026, down 214.73% sequentially from $171.9 million in Q4 2025, and down 20.17% YoY from -$247.1 million in Q1 2025.
American Eagle Outfitters (AEO) Change in Inventory (2009 - 2026) Analysis & Trends
American Eagle Outfitters has reported Change in Inventory for 18 years, with the latest figure at -$197.3 million in Q1 2026.
- Quarterly Change in Inventory fell 20.17% year-over-year to -$197.3 million in Q1 2026, while the trailing twelve-month figure through Jan 2026 was $46.4 million (up 117.05% YoY) and the FY2026 annual result came in at $46.4 million, up 117.05% from the prior year.
- Change in Inventory slipped to -$197.3 million in Q1 2026 per AEO's latest filing, from $171.9 million in the prior quarter.
- Over five years, Change in Inventory peaked at $171.9 million in Q4 2025 and troughed at -$206.5 million in Q1 2023.
- A 5-year average of -$2.0 million and a median of $19.6 million in 2023 frame the typical range for Change in Inventory.
- The sharpest annual moves came in 2024 and 2025: Change in Inventory slumped 132.23% in 2024, then soared 1206.56% in 2025.
- Over 5 years, Change in Inventory stood at $111.2 million in 2022, then climbed by 11.4% to $123.8 million in 2023, then grew by 22.55% to $151.8 million in 2024, then rose by 13.29% to $171.9 million in 2025, then sank by 214.73% to -$197.3 million in 2026.
- According to Business Quant data, Change in Inventory over the past three periods registered -$197.3 million, $171.9 million, and $70.0 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Tjx Companies | 155.48 Bn | 149.90 Bn | 4.48 Bn | 382.00 Mn |
| 2 | Ross Stores | 76.36 Bn | 72.23 Bn | 1.78 Bn | 345.99 Mn |
| 3 | Burlington Stores | 20.56 Bn | 19.81 Bn | 1.26 Bn | 132.30 Mn |
| 4 | Lululemon Athletica | 13.95 Bn | 12.43 Bn | 1.34 Bn | -23.64 Mn |
| 5 | Gap | 7.26 Bn | 4.70 Bn | 1.42 Bn | -112.00 Mn |
| 6 | Victoria's Secret | 6.93 Bn | 6.72 Bn | 585.00 Mn | 26.00 Mn |
| 7 | Urban Outfitters | 6.49 Bn | 6.08 Bn | 542.57 Mn | 26.74 Mn |
| 8 | Boot Barn Holdings | 5.02 Bn | 4.88 Bn | - | - |
| 9 | Abercrombie & Fitch | 4.89 Bn | 4.27 Bn | 682.63 Mn | -68.30 Mn |
| 10 | American Eagle Outfitters | 2.71 Bn | 2.61 Bn | 456.17 Mn | 114.51 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| May 2, 2026 | 114.51 Mn |
| May 2, 2026 | 114.51 Mn |
| Jan 31, 2026 | -197.27 Mn |
| Jan 31, 2026 | -197.27 Mn |
| Nov 1, 2025 | 171.94 Mn |
| Nov 1, 2025 | 171.94 Mn |
| Aug 2, 2025 | 70.02 Mn |
| Aug 2, 2025 | 70.02 Mn |
| May 3, 2025 | 1.67 Mn |
| May 3, 2025 | 1.67 Mn |
| Feb 1, 2025 | -164.16 Mn |
| Feb 1, 2025 | -164.16 Mn |
| Nov 2, 2024 | 151.77 Mn |
| Nov 2, 2024 | 151.77 Mn |
| Aug 3, 2024 | -6.33 Mn |
| Aug 3, 2024 | -6.33 Mn |
| May 4, 2024 | 40.08 Mn |
| May 4, 2024 | 40.08 Mn |
| Feb 3, 2024 | -140.24 Mn |
| Feb 3, 2024 | -140.24 Mn |