Burlington Stores stock fell 1.28 percent as earnings reset expectations
Published on 10/06/2026 at 13:36 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Burlington Stores (ISIN US1220171060) was last at USD 271.81 on the NYSE on October 5, 2026 at 4:00 p.m. ET, down 1.28 percent for the session. The retailer's second-quarter fiscal 2026 report showed adjusted EPS of USD 2.96 against a USD 2.19 consensus estimate, while revenue rose 11 percent to USD 3.00 billion.
EPS beat revenue expectations
According to The Globe and Mail on August 27, 2026, adjusted EPS exceeded consensus by 35.4 percent. Adjusted EBITDA reached USD 375.3 million, compared with the USD 307.7 million estimate, while operating margin rose to 12.3 percent from 5.4 percent in the year-earlier quarter.
The revenue result was less supportive: USD 3.00 billion fell short of the USD 3.03 billion estimate by 0.8 percent. Same-store sales increased 2 percent year over year, down from 5 percent in the comparable quarter, while the store count reached 1,287 locations, up from 1,138.
Guidance raises the bar
Management set third-quarter fiscal 2026 adjusted EPS guidance at USD 1.60 to USD 1.70 and full-year adjusted EPS guidance at USD 11.77 to USD 11.97, according to MarketBeat. The figures keep earnings growth in focus, but the weaker comparable-sales trend and the revenue miss make margin conversion important for the next report.
Analysts see 36.4 percent upside
MarketBeat reports a Moderate Buy consensus from 20 analysts, including 14 Buy ratings and six Holds, with an average 12-month target of USD 370.75. That target lies 36.4 percent above the October 5 price, while the stock remains USD 106.52 below its 52-week high of USD 378.33.
Burlington's market value was USD 17.1 billion on October 5, 2026, with 1,150,068 shares traded. The valuation debate therefore centers on whether earnings growth can offset slower comparable-store sales and the gap between current trading and the analyst target.
Stock stays below its yearly high
Burlington Stores stock was last at USD 271.81 on the NYSE on October 5, 2026 at 4:00 p.m. ET, down 1.28 percent for the session.
Burlington Stores stock facts
- Company: Burlington Stores, Inc.
- ISIN: US1220171060
- Ticker: BURL
- Trading venue: NYSE
- Price (as of October 5, 2026, 4:00 p.m. ET): USD 271.81
- Market capitalization: USD 17.1 billion (as of October 5, 2026)
- 52-week range: USD 226.85-378.33 (as of October 5, 2026)
- Sector / Industry: Consumer Cyclical / Apparel Retail
