Burlington Stores Q2 EPS Beats, Raises FY26 Guidance to $11.77–$11.97
BURL sits 28% above its 52-week low of $240.49 on elevated volume (2.9× avg).
Summary
Burlington Stores reported strong Q2 FY2026 results with 38% Adjusted EPS growth and raised full-year guidance to $11.77–$11.97, while reinvesting a $55 million tariff refund into customer value.
Key Events · Earnings and Guidance · BURL
-
Q2 Adjusted EPS Up 38%
Adjusted EPS of $2.37 versus $1.72 last year, on total sales of $2,998 million (up 11%) and comparable store sales up 2%.
-
FY26 Guidance Raised
Full-year Adjusted EPS guidance increased to $11.77–$11.97 from prior expectations, implying 16%–18% EPS growth on 3%–4% comp growth.
-
$55M Tariff Refund Reinvested
Management will reinvest the full $55 million tariff refund into sharper values in H2 FY2026, making the refund neutral to full-year earnings.
-
Margin Expansion Continues
Adjusted EBIT margin increased 100 basis points year over year to 7.0% of sales, driven by 250 bps gross margin improvement.
Analysis · BURL · Trade & Services
Burlington delivered its 15th consecutive quarter of double-digit EPS growth, with Q2 Adjusted EPS of $2.37 up 38% year over year on an 11% total sales increase. Management raised full-year Adjusted EPS guidance to $11.77–$11.97, passing through the Q2 beat, while choosing to reinvest a $55 million tariff refund into sharper pricing rather than letting it flow to the bottom line. The quarter shows strong margin expansion — Adjusted EBIT margin up 100 basis points — and the company repurchased $87 million of stock, signaling confidence in the business.
How filings like this one have moved
In the 30 days to Sep 14, 2026, 29.9% of the 1591 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.24%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, BURL was trading at $308.31 on NYSE in the Trade & Services sector, with a market capitalization of approximately $19.8B. The 52-week trading range was $240.49 to $378.33. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.