The strong earnings beat and raised guidance suggest Burlington is effectively navigating tariff pressures and gaining market share in the off-price retail segment. Traders should monitor whether the company can maintain margin expansion and comp sales growth in the face of ongoing macroeconomic pressures.
Price Chart
Executive Summary
Burlington Stores reported strong Q4 and full-year FY25 earnings, with Q4 sales up 11% and adjusted EPS up 21% to $4.99, beating guidance of $4.50-$4.70. The company raised full-year FY26 adjusted EPS guidance to $10.95-$11.45 and expressed optimism about growth prospects despite tariff headwinds.
Key Financial Metrics
Key Facts
- Q4 total sales grew 11% to $3.643 billion, with comparable store sales up 4%
- 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
- Company raised FY26 adjusted EPS guidance to $10.95-$11.45 (vs. $10.17 in FY25)
- CEO stated 'we are feeling bullish about our prospects in Fiscal 2026'
Financial Impact
Q4 adjusted EPS of $4.99 was 21% higher than prior year and beat guidance by $0.29; full-year adjusted EPS of $10.17 was 22% higher than prior year
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Q4 | $3.6B | +11.0% |
Risk Factors
- First quarter FY26 guidance calls for adjusted EBIT margin to decrease 60-100 basis points
- Company faces ongoing tariff headwinds that could impact margins
- Macro environment remains challenging for discretionary spending
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-092488 |
| Document: burl-20260305.htm | 0001193125-26-092488 |
| Document: 0001193125-26-092488-index-headers.html | 0001193125-26-092488 |
| Document: 0001193125-26-092488-index.html | 0001193125-26-092488 |
| Document: 0001193125-26-092488.txt | 0001193125-26-092488 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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%) |
US Market Status
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