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Side-by-side financial comparison of AMERICAN EAGLE OUTFITTERS INC (AEO) and Brighthouse Financial, Inc. (BHF). Click either name above to swap in a different company.
Brighthouse Financial, Inc. is the larger business by last-quarter revenue ($1.7B vs $1.4B, roughly 1.2× AMERICAN EAGLE OUTFITTERS INC). Brighthouse Financial, Inc. runs the higher net margin — 8.1% vs 6.7%, a 1.4% gap on every dollar of revenue. On growth, Brighthouse Financial, Inc. posted the faster year-over-year revenue change (40.2% vs 5.7%). Over the past eight quarters, Brighthouse Financial, Inc.'s revenue compounded faster (9.8% CAGR vs 2.3%).
American Eagle Outfitters, Inc. is an American clothing and accessories retailer headquartered at SouthSide Works in Pittsburgh, Pennsylvania. It was founded in 1977 by brothers Jerry and Mark Silverman as a subsidiary of Retail Ventures, Inc., a company that also owned and operated Silverman's Menswear. The Silvermans sold half their ownership interests in 1980 to the Schottenstein family and the remainder in 1991. American Eagle Outfitters is the parent company of Aerie, Unsubscribed, and T...
Brighthouse Financial, Inc. is an American insurance company, headquartered in Charlotte, North Carolina, that sells annuity and life insurance. As of March 2018, Brighthouse was one of the largest providers of annuities and life insurance in the United States, with $219 billion in total assets and around 2.6 million insurance policies and annuity contracts in-force . During the same year Brighthouse Financial along with 90 additional Fortune 500 companies "paid an effective federal tax rate ...
AEO vs BHF — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.7B |
| Net Profit | $91.3M | $137.0M |
| Gross Margin | 40.5% | — |
| Operating Margin | 8.3% | 8.9% |
| Net Margin | 6.7% | 8.1% |
| Revenue YoY | 5.7% | 40.2% |
| Net Profit YoY | 14.2% | -79.6% |
| EPS (diluted) | $0.53 | $1.84 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $1.4B | $1.7B | ||
| Q3 25 | $1.3B | $1.8B | ||
| Q2 25 | $1.1B | $871.0M | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.3B | $2.0B | ||
| Q2 24 | $1.1B | $1.4B | ||
| Q1 24 | $1.7B | — |
| Q4 25 | $91.3M | $137.0M | ||
| Q3 25 | $77.6M | $479.0M | ||
| Q2 25 | $-64.9M | $85.0M | ||
| Q1 25 | — | $-268.0M | ||
| Q4 24 | $80.0M | $671.0M | ||
| Q3 24 | $77.3M | $176.0M | ||
| Q2 24 | $67.8M | $34.0M | ||
| Q1 24 | $6.3M | — |
| Q4 25 | 40.5% | — | ||
| Q3 25 | 38.9% | — | ||
| Q2 25 | 29.6% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 40.9% | — | ||
| Q3 24 | 38.6% | — | ||
| Q2 24 | 40.6% | — | ||
| Q1 24 | 36.6% | — |
| Q4 25 | 8.3% | 8.9% | ||
| Q3 25 | 8.0% | 32.2% | ||
| Q2 25 | -7.8% | 10.7% | ||
| Q1 25 | — | -14.8% | ||
| Q4 24 | 8.2% | 69.2% | ||
| Q3 24 | 7.8% | 9.3% | ||
| Q2 24 | 6.8% | 1.0% | ||
| Q1 24 | 0.6% | — |
| Q4 25 | 6.7% | 8.1% | ||
| Q3 25 | 6.0% | 26.4% | ||
| Q2 25 | -6.0% | 9.8% | ||
| Q1 25 | — | -11.2% | ||
| Q4 24 | 6.2% | 55.7% | ||
| Q3 24 | 6.0% | 8.7% | ||
| Q2 24 | 5.9% | 2.4% | ||
| Q1 24 | 0.4% | — |
| Q4 25 | $0.53 | $1.84 | ||
| Q3 25 | $0.45 | $7.89 | ||
| Q2 25 | $-0.36 | $1.02 | ||
| Q1 25 | — | $-5.04 | ||
| Q4 24 | $0.41 | $10.27 | ||
| Q3 24 | $0.39 | $2.47 | ||
| Q2 24 | $0.34 | $0.12 | ||
| Q1 24 | $0.03 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $112.8M | — |
| Total DebtLower is stronger | — | $3.2B |
| Stockholders' EquityBook value | $1.6B | $6.8B |
| Total Assets | $4.2B | $241.8B |
| Debt / EquityLower = less leverage | — | 0.47× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $112.8M | — | ||
| Q3 25 | $126.8M | — | ||
| Q2 25 | $87.9M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $160.2M | $1.9B | ||
| Q3 24 | $191.8M | $1.8B | ||
| Q2 24 | $300.5M | $1.4B | ||
| Q1 24 | $454.1M | — |
| Q4 25 | — | $3.2B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | — | $3.2B | ||
| Q1 25 | — | $3.2B | ||
| Q4 24 | $0 | $3.2B | ||
| Q3 24 | $0 | $3.2B | ||
| Q2 24 | $0 | $3.2B | ||
| Q1 24 | $0 | — |
| Q4 25 | $1.6B | $6.8B | ||
| Q3 25 | $1.5B | $6.4B | ||
| Q2 25 | $1.5B | $5.7B | ||
| Q1 25 | — | $5.2B | ||
| Q4 24 | $1.7B | $5.0B | ||
| Q3 24 | $1.7B | $5.5B | ||
| Q2 24 | $1.8B | $4.1B | ||
| Q1 24 | $1.7B | — |
| Q4 25 | $4.2B | $241.8B | ||
| Q3 25 | $4.1B | $244.7B | ||
| Q2 25 | $3.8B | $242.6B | ||
| Q1 25 | — | $234.7B | ||
| Q4 24 | $3.7B | $238.5B | ||
| Q3 24 | $3.5B | $245.2B | ||
| Q2 24 | $3.6B | $237.4B | ||
| Q1 24 | $3.6B | — |
| Q4 25 | — | 0.47× | ||
| Q3 25 | — | 0.50× | ||
| Q2 25 | — | 0.56× | ||
| Q1 25 | — | 0.60× | ||
| Q4 24 | 0.00× | 0.64× | ||
| Q3 24 | 0.00× | 0.57× | ||
| Q2 24 | 0.00× | 0.76× | ||
| Q1 24 | 0.00× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $67.1M | $-3.0M |
| Free Cash FlowOCF − Capex | $-2.5M | — |
| FCF MarginFCF / Revenue | -0.2% | — |
| Capex IntensityCapex / Revenue | 5.1% | — |
| Cash ConversionOCF / Net Profit | 0.74× | -0.02× |
| TTM Free Cash FlowTrailing 4 quarters | $-169.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $67.1M | $-3.0M | ||
| Q3 25 | $27.8M | $117.0M | ||
| Q2 25 | $-54.7M | $-1.0M | ||
| Q1 25 | — | $146.0M | ||
| Q4 24 | $52.9M | $-118.0M | ||
| Q3 24 | $78.3M | $24.0M | ||
| Q2 24 | $-38.1M | $334.0M | ||
| Q1 24 | $296.4M | — |
| Q4 25 | $-2.5M | — | ||
| Q3 25 | $-43.1M | — | ||
| Q2 25 | $-116.3M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $-7.8M | — | ||
| Q3 24 | $17.5M | — | ||
| Q2 24 | $-74.3M | — | ||
| Q1 24 | $256.8M | — |
| Q4 25 | -0.2% | — | ||
| Q3 25 | -3.4% | — | ||
| Q2 25 | -10.7% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.6% | — | ||
| Q3 24 | 1.4% | — | ||
| Q2 24 | -6.5% | — | ||
| Q1 24 | 15.3% | — |
| Q4 25 | 5.1% | — | ||
| Q3 25 | 5.5% | — | ||
| Q2 25 | 5.7% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 4.7% | — | ||
| Q3 24 | 4.7% | — | ||
| Q2 24 | 3.2% | — | ||
| Q1 24 | 2.4% | — |
| Q4 25 | 0.74× | -0.02× | ||
| Q3 25 | 0.36× | 0.24× | ||
| Q2 25 | — | -0.01× | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.66× | -0.18× | ||
| Q3 24 | 1.01× | 0.14× | ||
| Q2 24 | -0.56× | 9.82× | ||
| Q1 24 | 46.93× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AEO
| American Eagle Brand | $800.4M | 59% |
| Aerie Brand | $429.1M | 31% |
| Other | $133.2M | 10% |
BHF
| Annuities | $926.0M | 55% |
| Runoff | $319.0M | 19% |
| Life | $298.0M | 18% |
| Other | $78.0M | 5% |
| Distribution Service | $66.0M | 4% |
| Accident And Health Insurance Segment | $2.0M | 0% |
