The combination of accelerating sales growth, margin expansion, and raised EPS guidance suggests operational strength. Traders should monitor whether Q1 comp sales (guided at 2%–4%) and margin performance support the optimistic outlook, especially given expected EBIT margin pressure in Q1.
Price Chart
Executive Summary
Burlington (BURL) reported strong Q4 and full-year FY25 results with revenue up 11% and 9% respectively, driven by solid comp growth and margin expansion. Adjusted EPS rose 21% in Q4 and 22% for the full year, beating guidance. The company raised full-year FY26 Adjusted EPS guidance to $10.95–$11.45, reflecting continued confidence in performance despite tariff pressures.
Key Financial Metrics
Key Facts
- Q4 total sales grew 11% to $3.64 billion; comparable store sales increased 4%.
- FY25 total sales grew 9% to $11.55 billion; comparable store sales up 2%.
- Q4 Adjusted EPS was $4.99, up 21% YoY and above guidance of $4.50–$4.70.
- FY25 Adjusted EPS was $10.17, up 22% YoY.
- Gross margin expanded 80 bps to 43.7% in Q4, driven by merchandise margin and freight improvements.
- Company guided FY26 Adjusted EPS to $10.95–$11.45 (8.5%–12.6% growth), with sales growth of 8%–10%.
- Repurchased $59 million in shares during Q4; $385 million remaining on buyback authorization.
Financial Impact
Revenue increased by $1.01 billion in FY25; Adjusted Net Income rose $85.7 million. FY26 Adjusted EPS guidance implies $88–$138 million incremental annual earnings.
Risk Factors
- First-quarter FY26 Adjusted EBIT margin is expected to decline 60–100 bps year-over-year.
- Guidance assumes successful execution amid ongoing tariff impacts and macroeconomic uncertainty.
- Adjusted metrics exclude significant items that could affect GAAP results; reconciliation not provided for forward-looking periods.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3249970 |
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Aug 27, 2026 5w ago | 8-K | $290.00 $254.83 | ▼ −12.13% | ▼ −11.62% | $275.34 (−5.06%) |
Jun 15, 2026 15w ago | Insider Cluster | $333.83 $334.31 | ▲ +0.14% | ▼ −0.06% | $275.34 (−17.52%) |
May 28, 2026 18w ago | 8-K | $299.26 $324.48 | ▲ +8.43% | ▲ +11.12% | $275.34 (−7.99%) |
Mar 24, 2026 27w ago | Insider Cluster | $324.96 $336.78 | ▲ +3.64% | ▼ −5.26% | $275.34 (−15.27%) |
Mar 5, 2026 30w ago | 8-K | $320.79 $328.87 | ▲ +2.52% | ▲ +6.31% | $275.34 (−14.17%) |
Mar 5, 2026 30w ago | Press Release | $320.79 $328.87 | ▲ +2.52% | ▲ +6.31% | $275.34 (−14.17%) |
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