Burlington Stores Beats Q4 Estimates with $4.99 EPS and Projects Up to 10% Sales Growth
Burlington posted Q4 adjusted EPS of $4.99 versus $4.75 expected, with sales up 11% to $3.64 billion and adjusted EBITDA at $562 million. For fiscal 2026 the retailer forecasts adjusted EPS of $10.95–$11.45 versus a $9.77 consensus and projects 8%–10% revenue growth despite softer Q1 EPS guidance of $1.60–$1.75.
1. Q4 Performance Exceeds Estimates
Burlington reported adjusted earnings per share of $4.99 for the fourth quarter, surpassing the $4.75 consensus. Total sales rose 11% year over year to $3.64 billion and comparable-store sales increased 4%. Adjusted EBITDA reached $562 million, up from $456 million, while adjusted EBIT climbed to $442 million from $364 million, with EBITDA margin expanding by 150 basis points.
2. Q1 Fiscal 2026 Guidance
The company expects first-quarter adjusted EPS of $1.60 to $1.75, below the $1.79 consensus. It projects total sales growth of 9%–11%, comparable-store sales gains of 2%–4%, and an adjusted EBIT margin decline of 60 to 100 basis points.
3. Full-Year Fiscal 2026 Outlook
For fiscal 2026, Burlington anticipates adjusted EPS of $10.95–$11.45, significantly above the $9.77 consensus, and total sales growth of 8%–10%. Comparable-store sales are expected to rise 1%–3% following a 2% increase in fiscal 2025.