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Burlington Stores (BURL) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 20, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

2.16

Last Year’s EPS

1.59

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 14 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 28, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call emphasized strong top-line growth (Q1 total sales +14%, comps +6%) and notable margin and EPS outperformance (Q1 EPS +26%, operating margin +20 bps), supported by supply chain productivity, improved allocation/localization, accelerated store growth and healthy liquidity. Management raised full-year sales and EPS guidance and signaled continued store productivity upside and rollout of Store Experience 2.0. Key risks discussed include higher freight/fuel costs, inventory build (11% comp inventory increase), regional dispersion, uncertainty around tariff refunds, and macro pressures (higher gas prices, geopolitical risk). Overall, the positive operational execution, margin expansion and upgraded guidance materially outweigh the manageable risks discussed.

Company Guidance

Burlington raised its fiscal 2026 outlook, now targeting total sales growth of 9%–11% (vs. prior 8%–10%) with full‑year comp store sales of +2%–4%, adjusted EPS of $11.45–$11.80 (+13%–16% YoY) and adjusted EBIT margin expansion of 10–30 bps; the company now expects 135 gross / 115 net new stores (majority in H1) and roughly $875M of capex (net of landlord allowances). For Q2 it guides comps +1%–3%, total sales +10%–12%, operating margin expansion of 30–60 bps and adjusted EPS $2.05–$2.20 (vs $1.72 LY, implying ~19%–28% EPS growth), excluding ~$3M of bankruptcy‑acquired lease costs (vs $11M LY). The back half outlook is unchanged (comps +1%–3%, total sales +8%–10%, adj EBIT margin +10–30 bps, EPS $7.30–$7.50). Q1 trends that drove the lift included 14% total sales, 6% comp, EPS +26%, gross margin 44.1% (+30 bps), comparable inventories +11% with reserve inventory 41% (vs 48% a year ago), liquidity of ~$1.7B (cash $747M, ABL availability $942M, no outstanding ABL borrowings), $81M repurchased in Q1 with $304M remaining on the buyback, 1,242 stores at quarter end and sales/selling sqft ≈ $350 (vs ~$220 in 2019); the company remains on track to exceed 1,500 stores by end‑2028.

Strong Earnings Growth

Adjusted EPS of $2.10 in Q1, up 26% year-over-year; marks the 14th consecutive quarter of double-digit earnings growth and demonstrates consistent earnings flow-through from sales.

Robust Top-Line Performance

Total sales grew 14% in Q1 and comp store sales increased 6% (well above guidance of 2%–4%); business is 34% larger than three years ago (cumulative).

Operating and Gross Margin Improvement

Q1 operating (adjusted EBIT) margin expanded 20 basis points to 6.3% (20 bps higher YoY), and gross margin rate rose to 44.1%, up 30 basis points driven by +20 bps merchandise margin and -10 bps freight.

Supply Chain Productivity and Allocation Wins

Product sourcing costs were $216M vs $197M prior year and decreased ~30 bps as a percentage of sales; company cited stronger supply chain productivity and upgraded allocation/localization capabilities that improved warm-weather category performance.

Raised Full-Year Guidance

FY2026 outlook was raised: total sales now expected +9% to +11% (up from 8%–10% prior), comp sales +2% to +4%, adjusted EPS guidance increased to $11.45–$11.80 (implying +13% to +16% YoY) and adjusted EBIT margin expected to expand 10–30 bps.

Confident Q2 Guidance with Strong EPS Leverage

Q2 guidance: comp sales +1% to +3%, total sales +10% to +12%; operating margin expansion guided +30 to +60 bps versus last year and adjusted EPS $2.05–$2.20 (implying ~19%–28% EPS growth vs Q2 FY25 of $1.72).

Aggressive Store Growth and Productivity Gains

Opened 40 gross new stores in Q1 (net +30), ending the quarter with 1,242 stores; full-year plan increased to 135 gross / 115 net new stores (vs prior 110 net). Sales per selling square foot rose from ~$220 in 2019 to ~$350 today (+55%), with downsizes reducing occupancy by ~200 bps on average.

Strong Liquidity and Capital Actions

Ending Q1 liquidity approximately $1.7B ($747M cash, $942M ABL available) with no outstanding borrowings; repurchased $81M of common stock in Q1 and $111M of 2027 convertible notes (outstanding 2027 convert reduced to $186M).

Inventory Quality Improvements

Comparable store inventories increased 11% YoY, but reserve inventory improved to 41% of total inventory from 48% last year, indicating better merchandise quality and value in reserve.

Store Experience 2.0 and Merchandise Elevation

Store Experience 2.0 retrofits continue with positive customer feedback and sales lift; elevation strategy increased mix of better brands while also expanding merchant margin, enhancing average basket and perceived value.

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

Daily Earnings Calendar >

BURL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 20, 2026	2026 (Q2)	2.16 / -	1.59	―	―	―
May 28, 2026	2026 (Q1)	1.80 / 2.01	1.6	25.62% (+0.41)	―
Mar 05, 2026	2025 (Q4)	4.75 / 4.89	4.07	20.15% (+0.82)	―
Nov 25, 2025	2025 (Q3)	1.64 / 1.80	1.55	16.13% (+0.25)	―
Aug 28, 2025	2025 (Q2)	1.28 / 1.59	1.2	32.50% (+0.39)	―
May 29, 2025	2025 (Q1)	1.43 / 1.60	1.35	18.52% (+0.25)	―
Mar 06, 2025	2024 (Q4)	3.77 / 4.07	3.66	11.20% (+0.41)	―
Nov 26, 2024	2024 (Q3)	1.55 / 1.55	0.98	58.16% (+0.57)	―
Aug 29, 2024	2024 (Q2)	0.96 / 1.20	0.6	100.00% (+0.60)	―
May 30, 2024	2024 (Q1)	1.07 / 1.35	0.84	60.71% (+0.51)	―

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
May 28, 2026	$326.23	$300.52	-7.88%
Mar 05, 2026	$300.75	$321.47	+6.89%
Nov 25, 2025	$284.47	$249.65	-12.24%
Aug 28, 2025	$280.30	$295.28	+5.34%

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.