American Eagle Outfitters vs Abercrombie & Fitch Co /de/ (AEO vs ANF)
Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.
American Eagle Outfitters is the larger company by revenue ($5.5B vs $5.3B). Abercrombie & Fitch Co /de/ carries the larger market value ($6.0B vs $3.0B). Abercrombie & Fitch Co /de/ has grown revenue faster over the last 4 fiscal years (+41.8% cumulative vs +10.7%). Abercrombie & Fitch Co /de/ runs the higher operating margin (13.3% vs 4.1%). American Eagle Outfitters trades at the lower trailing P/E (9.3x vs 12.2x).
About American Eagle Outfitters
American Eagle Outfitters Inc operates as a global specialty retailer offering apparel and accessories through its brands American Eagle, Aerie, Todd Snyder New York, and Unsubscribed. The company sells casual and comfortable clothing, intimates, activewear, and swimwear via nearly 1,500 retail stores in the U.S., Canada, Mexico, and through licensed partners internationally, as well as online platforms. It serves consumers seeking apparel that emphasizes personal style, inclusivity, and quality.
About Abercrombie & Fitch Co /de/
Abercrombie & Fitch Co. is a global retailer that sells apparel, personal care products, and accessories for men, women, and children. It operates primarily through company-owned stores and digital channels, as well as through franchise, licensing, and wholesale partnerships. The company manages its business across three geographic segments: Americas, Europe, the Middle East and Africa, and Asia-Pacific, and its main brands include Abercrombie and Hollister.
Head to head (AEO FY2025 vs ANF FY2025)
| Metric | AEOFY2025 | ANFFY2025 |
|---|---|---|
| Revenue | $5.55B | $5.27B |
| Revenue growth (YoY) | 4.1% | 6.4% |
| Gross margin | 36.5% | — |
| Operating margin | 4.1% | 13.3% |
| Net margin | 3.5% | 9.6% |
| Net income | $192.0M | $506.9M |
| Diluted EPS | $1.09 | $10.46 |
| FCF margin | 3.5% | 7.2% |
| ROE | 11.4% | 35.7% |
| Long-term debt / equity | 0.00× | — |
| Market cap | $3.00B | $6.00B |
| P/E | 9.3× | 12.2× |
Fundamentals are from each company’s SEC filings (AEO FY2025, ANF FY2025). ROE is net income over fiscal-year-end equity; long-term debt / equity counts non-current term debt only. P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.
Five-year trend (as reported)
| Revenue | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| AEO | $5.01B | $4.99B | $5.26B | $5.33B | $5.55B |
| ANF | $3.71B | $3.70B | $4.28B | $4.95B | $5.27B |
Peer standing
Where each company ranks among the 403 Consumer Discretionary companies, on the same scale. Each figure is ranked only against peers that report it. Percentiles describe position in the distribution, not a rating.
| Metric | AEO | ANF |
|---|---|---|
| Operating margin | 4.1%50th percentile of 347 | 13.3%83rd percentile of 347 |
| Net margin | 3.5%55th percentile of 376 | 9.6%82nd percentile of 376 |
| FCF margin | 3.5%46th percentile of 350 | 7.2%70th percentile of 350 |
| Revenue growth (YoY) | +4.1%53rd percentile of 394 | +6.4%65th percentile of 394 |
| ROE | 11.4%61st percentile of 343 | 35.7%89th percentile of 343 |
| P/E | 9.3×17th percentile of 247 | 12.2×26th percentile of 247 |
| Short interest (days to cover) | 1.63d20th percentile of 401 | 3.26d35th percentile of 401 |
Short interest
| FINRA settlement data | AEO | ANF |
|---|---|---|
| Shares sold short | 16.9M | 5.3M |
| Change vs prior settlement | -6.5% | +26.6% |
| Days to cover | 1.63 | 3.26 |
| As of settlement | 2026-09-15 | 2026-09-15 |
Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.
Insider activity (last 90 days)
| Form 4 activity (codes P/S) | AEO | ANF |
|---|---|---|
| Buys | 0 | 0 |
| Sells | 2 ($163,502) | 9 ($10.6M) |
Non-derivative purchases (code P) and sales (code S) reported on SEC Form 4, which may be open-market or private (grants, exercises and tax withholding excluded). For context, about 15% of covered companies saw any reported insider purchase (code P) in a 90-day window.
Held by the same investors
6 tracked 13F managers hold both American Eagle Outfitters and Abercrombie & Fitch Co /de/ as of their latest quarterly filings: AQR Capital Management, Bridgewater Associates, D. E. Shaw, Gotham Asset Management, Millennium Management, Two Sigma Investments. See which superinvestors hold your own portfolio with the smart money checker.
Go deeper
Track AEO and ANF
Get an alert when either company files something material, see which superinvestors own them, and ask their filings a question with cited answers.
Start monitoring freeIncludes one free filing-grounded research answer. Or check your whole portfolio, no account needed.
Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.