Burlington Stores surges as Q4 profit tops estimates on 10% two-year comp stack

Burlington Stores (NYSE:BURL) reported a robust fourth-quarter performance that exceeded internal expectations, driven by strong customer traffic and a significant expansion in profit margins.

The retailer’s shares jumped more than 6% in early trading following the announcement of a 21% increase in adjusted earnings and a bullish outlook for the coming fiscal year.

For the fiscal fourth quarter ended January 31, 2026, the New Jersey-based company posted total sales of $3,643 million, an 11% increase compared to the prior year.

Comparable store sales rose 4%, building on a 6% increase from the previous year for a two-year stacked growth of 10%.

Net income for the quarter reached $310 million, or $4.84 per diluted share.

On an adjusted basis, earnings per share (EPS) rose 21% to $4.99, comfortably ahead of the company's previous guidance range of $4.50 to $4.70.

The retailer's margin expansion was a key highlight of the report.

The adjusted EBIT margin increased by 100 basis points year-over-year, supported by lower freight costs and improved supply chain efficiency.

Full-year 2025 results were equally strong, with total sales rising 9% to approximately $11.5 billion and Adjusted EPS climbing 22% to $10.17.

Looking ahead to fiscal 2026, Burlington issued guidance that projects total sales growth of 8% to 10%, assuming comparable store sales increase in the range of 1% to 3%.