Burlington Stores Inc (BURL)
NYSE:BURL
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Earnings Data
Report Date
Aug 20, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.15Last Year’s EPS
1.59Same Quarter Last Year
Strong Buy
Based on 16 Analysts Ratings
Earnings Call Summary
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
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.
BURL Earnings History
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.
FAQ
When does Burlington Stores Inc (BURL) report earnings?
Burlington Stores Inc (BURL) is schdueled to report earning on Aug 20, 2026, Before Open (Confirmed).
What is Burlington Stores Inc (BURL) earnings time?
Burlington Stores Inc (BURL) earnings time is at Aug 20, 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.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BURL EPS forecast?
BURL EPS forecast for the fiscal quarter 2026 (Q2) is 2.15.
