BURL, US1220171060

Burlington Stores stock reports 11 percent sales growth in Q2

Published on 10/05/2026 at 12:25 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Burlington Stores stock posted USD 2.88 in Q2 diluted EPS on August 1, 2026, while adjusted EPS rose 38 percent. Full-year sales guidance stands at 10-11 percent.

BURL, US1220171060, Illustration mit AI erstellt.

Burlington Stores (ISIN US1220171060) generated USD 3,002.26 million in revenue in the quarter ended August 1, 2026, an 11 percent year-over-year increase. The company also lifted its fiscal 2026 outlook, keeping earnings growth ahead of sales growth despite a cautious consumer backdrop.

Q2 earnings widened the gap

According to The Globe and Mail on August 27, 2026, adjusted earnings per share reached USD 2.37 in the second quarter, up 38 percent year over year. Adjusted EBIT margin expanded 100 basis points to 7.0 percent, showing that Burlington converted new-store growth and supply-chain savings into higher profitability.

GAAP net income was USD 184 million, or USD 2.88 per diluted share, including a USD 0.64 per-share benefit from USD 55 million in tariff refunds. Excluding that benefit, management still reported adjusted earnings growth on top of a 39 percent increase in the prior-year quarter.

Guidance points to faster earnings

The same The Globe and Mail transcript shows fiscal 2026 sales guidance at 10 to 11 percent growth and adjusted earnings per share guidance at USD 11.77-11.97, representing 16 to 18 percent growth versus fiscal 2025. Comparable-store sales are expected to rise 3 to 4 percent, while adjusted EBIT margin is projected to expand 20 to 40 basis points.

The operating trade-off is visible in the second-half plan. Burlington expects to reinvest the USD 55 million tariff refund into lower prices, with 40 percent directed to the third quarter and 60 percent to the fourth quarter. That supports customer value, but the company guides third-quarter adjusted EPS to USD 1.60-1.70 and operating margin down 60 to 80 basis points because of the reinvestment.

Goldman adds a valuation marker

As CNBC reported on October 2, 2026, Goldman Sachs added Burlington to its October U.S. Conviction List and set a USD 382 price target. The bank cited store growth, localization and cost efficiencies, while warmer weather and higher oil prices remain operating risks for the retailer.

Stock stays below yearly high

BURL was last at USD 275.34 on the NYSE on October 2, 2026, at 4:00 p.m. ET. The price stood 27.22 percent below the 52-week high of USD 378.33 and above the 52-week low of USD 226.85; market capitalization was USD 17.3 billion and volume was 1,991,663 shares.