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Jan 31
Burlington Q4 2025 Earnings Report
Burlington reported strong fourth-quarter 2025 results with double-digit sales growth, margin expansion, and significant earnings growth.
Key Takeaways
Burlington delivered a strong Q4 performance with 11% sales growth, 4% comparable store sales growth, and expanded margins. Net income increased year over year while adjusted EPS grew significantly due to operating leverage and improved merchandise margins.
Total sales increased 11% year over year to $3.64B with comparable store sales rising 4%.
Gross margin expanded to 43.7% from 42.9% due to merchandise margin improvements and lower freight expense.
Net income increased to $310.39M with diluted EPS of $4.84.
Adjusted EPS reached $4.99, representing 21% growth year over year.
Revenue by Geographic Location
Forward Guidance
Burlington expects continued growth in fiscal 2026 with total sales projected to increase 8% to 10%, comparable store sales growth of 1% to 3%, and adjusted EPS between $10.95 and $11.45.
Positive Outlook
- Fiscal 2026 total sales expected to grow 8% to 10%.
- Comparable store sales projected to grow 1% to 3%.
- Adjusted EBIT margin expected to increase up to 20 basis points.
- Adjusted EPS expected between $10.95 and $11.45.
- Company plans to open 110 net new stores and a new distribution center.
Challenges Ahead
- First quarter FY2026 adjusted EBIT margin expected to decrease 60 to 100 basis points.
- Tariffs previously pressured margins, requiring mitigation actions.
- Capital expenditures expected to reach approximately $875M.
- Comparable store sales growth outlook remains modest.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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