Burlington Stores Earnings Lift Guidance

Burlington Stores earnings raised full-year adjusted EPS guidance to $9.69-$9.89 and could prompt reweighting into off-price retail on margin strength.

November 25, 2025·2 min read
View all news articles
Flat vector retail storefront expanding product tiers to symbolize Burlington Stores earnings lift from margins and guidance

KEY TAKEAWAYS

  • Raised full-year adjusted EPS guidance to $9.69-$9.89 after margin expansion.
  • Q3 net sales were $2,706 million, up 7.0% year-over-year.
  • Comparable store sales rose 1.0% after an early-season traffic recovery to mid-single-digit comps.

HIGH POTENTIAL TRADES SENT DIRECTLY TO YOUR INBOX

Add your email to receive our free daily newsletter. No spam, unsubscribe anytime.

Or subscribe with

Burlington Stores, Inc. (NYSE: BURL) reported stronger third-quarter sales and raised its full-year adjusted EPS guidance on Nov. 25, 2025. Management attributed the upgrade to margin expansion and an early-season recovery in store traffic.

Quarter Results and Margins

The company said third-quarter net sales reached $2,706 million, a 7.0% increase year over year, with comparable store sales rising 1.0% for the quarter ended Nov. 1, 2025. On a GAAP basis, Burlington reported net income of $105 million and diluted earnings per share of $1.63. Adjusted net income was $116 million, with adjusted EPS of $1.80, up 16.0% year over year. Adjusted EBIT rose 60 basis points to $167 million, adjusted EBITDA totaled $266 million, and gross margin was 44.2% of net sales.

Guidance, Traffic, and Capital

Burlington raised its full-year adjusted EPS guidance to a range of $9.69 to $9.89 and set fourth-quarter adjusted EPS guidance between $4.50 and $4.70, compared with $4.13 a year earlier. The outlook excludes anticipated expenses related to bankruptcy-acquired leases, with the fourth-quarter guidance excluding $5 million of such expenses, net of tax. The company based its guidance on the continuation of current sales and margin trends and disclosed no material regulatory or approval issues.

Management reported that store traffic dropped sharply after the back-to-school period due to unseasonably warm weather in major markets. Comparable sales then recovered to mid-single-digit growth by mid-October and remained strong through the first three weeks of November. Some analysts noted Burlington’s sales growth contrasted with consensus expectations, attributing any shortfall to the weather-driven traffic fluctuations.

The company plans to open 104 net new stores in fiscal 2025. Inventories stood at $1,658 million at quarter end, up 15.0% year over year, with reserve inventory accounting for 35.0% of the total. Burlington finished the quarter with liquidity of $1,532 million and total debt of $2,035 million.

The stronger quarter, ongoing margin expansion, and raised profit outlook support Burlington’s expansion plan and reflect a broader shift in consumer spending toward off-price retailing as households face cost pressures.

HIGH POTENTIAL TRADES SENT DIRECTLY TO YOUR INBOX

Add your email to receive our free daily newsletter. No spam, unsubscribe anytime.

Or subscribe with

Read other top news stories

Netflix Earnings Send NFLX Stock Lower

Netflix Earnings Send NFLX Stock Lower

Netflix earnings for Q1 2026 beat forecasts but weak Q2 guidance and Reed Hastings' planned June exit pushed shares lower in after-hours trading.

Anthropic Mythos Rolls Out to Banks Amid Cyber Scrutiny

Anthropic Mythos Rolls Out to Banks Amid Cyber Scrutiny

Anthropic Mythos limited Glasswing rollout to banks prompted regulator scrutiny and raised cyber and operational risk, complicating bank positioning.

Spirit Airlines Liquidation Looms as Fuel Costs Surge

Spirit Airlines Liquidation Looms as Fuel Costs Surge

Spirit Airlines liquidation risk rises as jet fuel may exceed year-end cash, prompting creditors' doubts and forcing traders to reassess credit exposure.

AMD Stock Rises on Bernstein Raise and AI Demand

AMD Stock Rises on Bernstein Raise and AI Demand

AMD stock rose after Bernstein raised its 12-month target as record EPYC and MI300 data-center demand boosted flows ahead of May 5 Q1 2026 earnings.

Anthropic Claude Opus 4.7 Launches to General Availability

Anthropic Claude Opus 4.7 Launches to General Availability

Anthropic Claude Opus 4.7 went general; pricing stayed unchanged and Mythos stayed gated, a setup that could shift cloud AI costs and investor positioning.

Abbott Earnings Beat After Exact Sciences Deal

Abbott Earnings Beat After Exact Sciences Deal

Abbott earnings posted revenue and adjusted-profit beats but narrowed FY EPS guidance after the Exact Sciences acquisition, likely pressuring shares.