NYSE$BURL

Burlington Stores Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Burlington reported strong sales and margin expansion in Q2 2025, leading to double-digit growth in earnings.

Burlington delivered solid Q2 2025 results, with strong comparable store sales and a significant rise in adjusted EPS, supported by improved margins and cost efficiencies.

  • Revenue reached $2.701 billion, up 10% YoY.
  • Net income was $94 million, with GAAP EPS of $1.47.
  • Adjusted EPS rose to $1.72, driven by higher margins and cost leverage.
  • Comparable store sales grew 5% on top of last year's 5% growth.

Headline financials

Total Revenue

$2.71B

Previous: $2.47B+9.7%
EPS

$1.47

Previous: $1.24+18.5%
Comparable store sales

5.0%

No prior period
Total stores

1.1K

No prior period
Capital Expenditures

-$589M

Previous: -$360M-63.5%
Free Cash Flow

-$495M

Previous: -$287M-72.7%
Net Income

$94.2M

Previous: $73.8M+27.7%
Operating Income

$233M

Previous: $185M+26.4%
Gross Profit

$1.19B

Previous: $1.06B+12.1%
Cash & Equivalents

$748M

Previous: $660M+13.3%
Total Assets

$9.31B

Previous: $7.82B+19.0%

Revenue & EPS history

Burlington · Revenue · Quarterly

$2.71B

Q2 2025+9.7%vs Q2 2024
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Forward guidance

Burlington raised its full-year adjusted EPS guidance while maintaining conservative expectations for comparable sales growth in the second half of the year.

Tailwinds

  • Raised full-year adjusted EPS guidance to $9.19–$9.59.
  • Expecting total sales growth of 7% to 8% for FY25.
  • Adjusted EBIT margin forecasted to improve by 20–40 basis points.
  • Strong Q2 performance supported by Burlington 2.0 strategies.
  • Third quarter started on a solid note.

Headwinds

  • Guidance assumes modest 0% to 2% comp growth in Q3 and Q4.
  • Excludes $25 million in lease-related expenses from EPS guidance.
  • Q3 adjusted EBIT margin may be flat or slightly down.
  • Inventory up 16% YoY, signaling cautious future inventory flow.
  • No improvement projected in Q3 adjusted EPS compared to prior year.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

+3.8%

Avg return

Earnings day

+2.8%

Avg return

5 days after

+2.5%

Avg return

30 days after

63%

32 / 51 earnings

Positive

+25.6%

Q3 2023

Best reaction

-18.7%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026
Q4 2025+6.9%+1.6%+9.3%
Q3 2025-12.1%-11.3%+1.3%
Q2 2025+5.4%+3.3%-5.9%
Q1 2025-4.3%-0.3%-3.3%
Q4 2024+8.7%-0.6%-2.3%
Q3 2024-1.1%-3.4%+1.2%
Q2 2024-1.7%-2.8%-2.8%
Q1 2024+19.8%+14.3%+19.8%
Q4 2023+5.0%+6.6%-2.9%
Q3 2023+25.6%+26.1%+39.3%
Q2 2023-9.2%-7.5%-19.5%
Q1 2023-4.7%-7.6%-5.3%
Q4 2022-0.4%-1.2%-6.9%
Q3 2022+24.1%+24.7%+22.5%
Q2 2022-11.6%-13.7%-26.1%
Q1 2022+9.8%+7.7%+2.4%
Q4 2021-18.7%-22.6%-22.0%
Q3 2021+10.3%+7.9%+9.2%
Q2 2021-11.6%-14.5%-12.9%
Q1 2021-1.5%-4.2%-0.7%
Q4 2020+10.1%+19.9%+18.0%
Q3 2020-3.5%-3.7%+7.8%
Q2 2020+3.1%+2.6%+1.5%
Q1 2020-0.3%+0.8%-7.6%
Q4 2019-2.3%-5.6%-35.9%
Q3 2019+8.7%+8.0%+8.5%
Q2 2019+16.9%+15.8%+14.9%
Q1 2019+7.2%+8.5%+16.5%
Q4 2018-14.2%-14.8%-6.4%
Q3 2018+13.4%+15.3%+6.5%
Q2 2018+1.0%+4.5%-2.1%
Q1 2018+9.8%+14.2%+10.3%
Q4 2017+10.3%+9.5%+18.0%
Q3 2017-4.1%-4.6%+11.6%
Q2 2017+3.6%-0.2%+5.7%
Q1 2017+2.5%+2.4%-8.1%
Q4 2016+8.3%+6.3%+9.7%
Q3 2016+20.9%+19.8%+15.7%
Q2 2016+3.8%+1.5%+5.8%
Q1 2016+9.2%+8.0%+13.7%
Q4 2015-4.7%
Q3 2015+10.6%
Q2 2015+11.9%
Q1 2015-9.1%
Q4 2014+4.4%
Q3 2014+2.3%
Q2 2014+5.1%
Q1 2014+6.1%
Q4 2012+2.8%
Q4 2013+21.6%
Q3 2013-0.1%
Q2 2013
Q1 2013
Q3 2012
Q2 2012
Q1 2012

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