US · Consumer Cyclical · Apparel Retail
EPS came in at 2.96 against a street estimate of 2.18 — a beat of 35.8%.
Analysts rate Burlington Stores Inc a buy (13 buy, 5 hold, 0 sell out of 18) with an average price target of $364.75.
CONFIDENT Burlington delivered 38% EPS growth on 11% sales and 2% comp, driven by 100bps margin expansion. Management reinvests $55M tariff refunds into customer value rather than earnings. FY26 EPS guidance raised to $11.77–$11.97, 16–18% growth, above prior outlook. Q2 FY26 Analysts pressed on tariff reinvestment rationale, sales guidance conservatism, and consumer caution. Management defended discipline, cited peer context (lower tariff exposure = higher earnings base), and reiterated off-price playbook of managing conservatively and chasing upside. 2026-08-27…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.40% |
| JPMorgan Chase & Co | 10.36% |
| Capital Research & Mgmt Co - Division 3 | 8.70% |
| Vanguard Portfolio Management, LLC | 4.82% |
| Vanguard Capital Management, LLC | 4.48% |
| T. Rowe Price Investment Management,Inc. | 4.45% |
| Morgan Stanley - Brokerage Accounts | 3.61% |
| State Street Corp | 3.55% |
| Document | Date |
|---|---|
| Quarterly report · Q2 FY2027 BURLINGTON STORES, INC. — 10-Q SUMMARY Period ended August 1, 2026 --- HEADLINE NUMBERS • Net Sales (6 months): $5,850,088 thousand (Q2 FY2026: $2, | 2026-08-27 |
| Results announced · Q2 FY2027 BURLINGTON STORES Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total sales increased 11% to $2,998 million in Q2 2026 (on top of 10% growth in Q2 202 | 2026-08-27 |
| Board / officer change · Q2 FY2027 BURLINGTON STORES, INC. - 8-K SUMMARY HEADLINE NUMBERS • No financial metrics provided in this filing – this is a personnel/management change announ | 2026-08-04 |
| Quarterly report · Q1 FY2027 BURLINGTON STORES, INC. – Q1 FISCAL 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Net Sales: $2,852.3 million (Q1 FY2026) vs. $2,500.1 million (Q1 FY202 | 2026-05-28 |
| Results announced · Q1 FY2027 BURLINGTON STORES, INC. — FIRST QUARTER FISCAL 2026 SUMMARY HEADLINE NUMBERS • Total sales increased 14% to $2,852 million (compared to $2,500 milli | 2026-05-28 |
| Shareholder vote results · Q1 FY2027 BURLINGTON STORES, INC. – 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting Date: May 19, 2026 • Shareholder Turnout: 59,553,183 shares voted, represent | 2026-05-26 |
| Proxy statement · Q1 FY2027 BURLINGTON STORES, INC. – 2026 PROXY STATEMENT SUMMARY --- CEO COMPENSATION • Michael O'Sullivan (CEO) total fiscal 2025 compensation: Not specifie | 2026-04-02 |
| Annual report FY2026 BURLINGTON STORES, INC. – 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Store base: 1,212 stores as of January 31, 2026 across 46 states, Was | 2026-03-19 |
Readable in the app.
| Announcement | Date |
|---|---|
| Raised full year EPS guidance to $11.77-$11.97 on strong Q2 performance Burlington Stores reported strong Q2 2026 results with total sales up 11% to $3.0 billion and comparable store sales up 2% (on top of prior year's 5%). The company achieved 15 consecutive qu | 2026-08-27 |
| Full year adjusted EPS guidance raised to $11.45-$11.80 Burlington Stores delivered a strong first quarter that significantly exceeded expectations. Total sales grew 14% to $2.85 billion, with comparable store sales (same-store sales) up 6%. The | 2026-05-28 |
| FY2026 comparable store sales guidance of 1-3% with potential upside Burlington Stores reported strong fourth quarter and full year 2025 results that exceeded expectations. Q4 comparable store sales grew 4% on top of 6% growth the prior year, generating total | 2026-03-05 |
| Full year 2025 adjusted EPS guidance raised to $9.69-$9.89 Burlington Stores reported strong Q3 2025 results with 7% total sales growth and 1% comparable store sales increase. Net income reached $105 million ($1.63 per share), while adjusted earning | 2025-11-25 |
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Google PlayApp StoreData updated 2026-09-18.