Burlington Stores, Inc. demonstrated strong sales growth and margin expansion, exceeding earnings expectations despite challenges from weather and tariffs. However, the company faced significant competitive pressure, with comp sales lagging behind peers. Plans for increased store openings and a robust pipeline suggest optimism for future growth.
Company Guidance
In the Burlington Stores, Inc. third-quarter 2025 earnings call, CEO Michael O'Sullivan and CFO Kristin Wolfe provided detailed guidance on the company's financial outlook. For the fourth quarter, the company maintained its comp store sales guidance of 0% to 2% and total sales increase of 7% to 9%, while raising its adjusted EBIT margin guidance to a 30 to 50 basis point increase. Full-year 2025 expectations include comp store sales growth of 1% to 2%, total sales up by approximately 8%, and EBIT margin expansion of 60 to 70 basis points, despite tariff pressures. Looking ahead to 2026, Burlington plans to open at least 110 net new stores, with total sales projected to grow in the high single digits, and comp store sales expected to rise between flat and 2%. Operating margin is anticipated to remain flat at a 2% comp growth, with potential leverage of 10 to 15 basis points for each point above 2%. The call emphasized Burlington's focus on margin expansion and new store openings while maintaining a cautious approach to sales projections amidst economic uncertainties.
Total Sales Increase
Total sales increased by 7% in the third quarter, reaching the high end of the company's guidance.
Earnings Beat Expectations
Despite weather-driven sales challenges, Burlington delivered margin expansion and earnings growth that significantly beat guidance.
Margin Expansion
Updated full-year 2025 EBIT margin guidance reflects an expansion of 60 to 70 basis points, despite tariff pressures.
Store Expansion
Burlington plans to open 110 net new stores in 2026, which is higher than previously discussed, reflecting a strong new store pipeline.
Burlington Stores (BURL) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BURL Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 25, 2025
$284.47
$249.65
-12.24%
Aug 28, 2025
$280.30
$295.28
+5.34%
May 29, 2025
$238.59
$227.80
-4.52%
Mar 06, 2025
$236.95
$257.65
+8.74%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Burlington Stores (BURL) report earnings?
Burlington Stores (BURL) is schdueled to report earning on Feb 26, 2026, Before Open (Confirmed).
What is Burlington Stores (BURL) earnings time?
Burlington Stores (BURL) earnings time is at Feb 26, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.