NYSE$BURL
Burlington Stores Inc · Q4 2025 earnings
Q4 2025 earnings · · Before market open · Investor relations
Briefing
Burlington reported strong fourth-quarter 2025 results with double-digit sales growth, margin expansion, and significant earnings growth.
Burlington delivered a strong Q4 performance with 11% sales growth, 4% comparable store sales growth, and expanded margins. Net income increased year over year while adjusted EPS grew significantly due to operating leverage and improved merchandise margins.
- Total sales increased 11% year over year to $3.64B with comparable store sales rising 4%.
- Gross margin expanded to 43.7% from 42.9% due to merchandise margin improvements and lower freight expense.
- Net income increased to $310.39M with diluted EPS of $4.84.
- Adjusted EPS reached $4.99, representing 21% growth year over year.
Headline financials
Revenue & EPS history
Burlington · Revenue · Quarterly
$3.64B
Forward guidance
Burlington expects continued growth in fiscal 2026 with total sales projected to increase 8% to 10%, comparable store sales growth of 1% to 3%, and adjusted EPS between $10.95 and $11.45.
Tailwinds
- Fiscal 2026 total sales expected to grow 8% to 10%.
- Comparable store sales projected to grow 1% to 3%.
- Adjusted EBIT margin expected to increase up to 20 basis points.
- Adjusted EPS expected between $10.95 and $11.45.
- Company plans to open 110 net new stores and a new distribution center.
Headwinds
- First quarter FY2026 adjusted EBIT margin expected to decrease 60 to 100 basis points.
- Tariffs previously pressured margins, requiring mitigation actions.
- Capital expenditures expected to reach approximately $875M.
- Comparable store sales growth outlook remains modest.
- Macro and consumer spending conditions remain uncertain.
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 Q4 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
| Quarter | Report date | Reaction (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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