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Burlington Stores (DE:BUI)
FRANKFURT:BUI
Earnings Data
Report Date
May 21, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.5Last Year’s EPS
1.38Same Quarter Last Year
Strong Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call is positive: management reported strong Q4 and full-year profitability (operating margin expansion and double-digit EPS growth), robust liquidity, successful execution of elevation and cost actions in response to tariffs, and raised 2026 sales guidance with a bullish tone. Headwinds include tariff-driven assortment trade-offs that constrained sales growth in 2025, near-term margin pressure in Q1 2026 due to DC start-up and timing shifts, inventory build and weather disruption risks, and lingering tariff uncertainty. On balance the company demonstrated effective trade-offs to protect earnings and positioned for growth in 2026.Company Guidance
Strong Fourth Quarter Sales Growth
Total sales increased 11% in Q4 2025 (vs. 10% prior year) and comparable store sales grew 4% (well above guidance of 0%–2%), delivering a two-year comp stack of +10% for the quarter.
Q4 Margin and EPS Expansion
Q4 adjusted EBIT margin expanded by 100 basis points and adjusted EPS was $4.99, a 21% increase versus prior year, both above the high end of guidance.
Full Year 2025 Profitability Results
Fiscal 2025 delivered total sales growth of 9%, comparable store sales +2%, operating margin expansion of 80 basis points year-over-year, and EPS growth of 22%.
Gross Margin and Supply Chain Productivity
Q4 gross margin rate was 43.7%, up 80 basis points versus prior year (merchandise margin +60 bps; freight -20 bps). Product sourcing costs were $232M (vs. $217M in 2024) and levered ~30 bps as a percentage of sales due to supply chain productivity initiatives.
SG&A and Expense Leverage
Q4 adjusted SG&A costs were 40 basis points lower than prior year, driven primarily by store payroll and occupancy leverage on higher sales; full-year adjusted SG&A leveraged ~30 bps.
Strong Liquidity and Share Repurchases
Exited Q4 with approximately $2.2 billion in total liquidity (about $1.2B cash + $926M ABL availability, no borrowings). Repurchased $59M in Q4 and $251M for the full year, with $385M remaining authorization.
Store Growth and Real Estate Optimization
Opened 131 new stores in FY2025 (104 net new stores after relocations/closures), ended year with 1,212 stores; plan ~110 net new stores in 2026. Relocation/downsizing initiatives delivering occupancy cost savings and sales lifts.
Raised 2026 Sales Guidance and Bullish Commentary
Company raised full-year fiscal 2026 comp guidance to +1% to +3% and expects total sales growth of 8%–10% (assuming ~110 net new stores). Management characterized the outlook as 'bullish' and sees potential upside to guidance.
Strategic Execution: Elevation and Merchandising 2.0
Elevation strategy is driving higher-priced bucket growth and a mid-single-digit increase in average unit retail in Q4; rollout of Merchandising 2.0 and Store Experience 2.0 expected to enable localization and further sales/margin gains.
Supply Availability and New Distribution Center Opportunity
Management reports ample off-price merchandise availability to support growth. New Savannah DC (more than twice current largest DC) to go live in Q2 2026; expected to drive multi-year processing and freight efficiencies despite near-term start-up costs.
DE:BUI 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
DE:BUI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 05, 2026 | €256.00 | €256.00 | 0.00% |
Nov 25, 2025 | €256.00 | €242.00 | -5.47% |
Aug 28, 2025 | €236.00 | €238.00 | +0.85% |
May 29, 2025 | €210.00 | €214.00 | +1.90% |
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 (DE:BUI) report earnings?
Burlington Stores (DE:BUI) is schdueled to report earning on May 21, 2026, Before Open (Confirmed).
What is Burlington Stores (DE:BUI) earnings time?
Burlington Stores (DE:BUI) earnings time is at May 21, 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 the P/E ratio of Burlington Stores stock?
The P/E ratio of Burlington Stores is N/A.
What is DE:BUI EPS forecast?
DE:BUI EPS forecast for the fiscal quarter 2026 (Q1) is 1.5.
