Burlington Stores, Inc. (BURL) Q1 2026 Earnings Call

Concluded Aug 28, 2025

Aug 28, 2025

Period: FY2026 Q1
Runtime: —
Sources: 2 artifacts

Revenue $2.50B +6% YoY

Diluted EPS $1.58 +29.5% YoY

Gross margin · derived Q4 43.9% +0.2 pp YoY

Net income $100.83M +28.4% YoY

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Executive readout · one minute

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Tariff exposure and mitigation 28 Back-to-school business 18 Back-half guidance and outlook 16 Burlington 2.0 initiatives 12 Weather sensitivity and outerwear 10 Elevation strategy and younger customers 9

Management tone

Confident

Net tone +55 · moderate hedging

Grounding quotes

“We are pleased with our very strong sales performance in the quarter. Total sales grew 10% on top of 13% total sales growth last year.”
“Despite our very strong performance in the second quarter, we remain concerned about the external outlook for the back half.”
“We are not flowing through the entire earnings beat. This is because of incremental tariff pressure in the back half.”
“we will be able to offset most, but not all, of this incremental tariff pressure.”

Forward guidance

6 guided metrics

Management's latest ranges and targets are included below.

Research coverage

2 live sources

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Research materials

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8-K earnings release Filed Aug 28, 2025 10-Q report Filed May 30, 2025 Company webcastOpen the original investor-relations page

Forward guidance

From the 8-K filed Aug 28, 2025.

Metric	Period	Guided	Basis
Capital expenditures, net of landlord allowances the 52-weeks ending January 31, 2026	the 52-weeks ending January 31, 2026	$950M	—
Depreciation and amortization the 52-weeks ending January 31, 2026	the 52-weeks ending January 31, 2026	$385M	—
Net interest expense the 52-weeks ending January 31, 2026	the 52-weeks ending January 31, 2026	$50M	—
Adjusted Effective Tax Rate the 52-weeks ending January 31, 2026	the 52-weeks ending January 31, 2026	25%	Non-GAAP
Comparable store sales the 13-weeks ending November 1, 2025	the 13-weeks ending November 1, 2025	0% – 2%	—
Effective tax rate the 13-weeks ending November 1, 2025	the 13-weeks ending November 1, 2025	25%	—

Quarter detail

How the reported period landed and where the business moved.

Capital returned

Buybacks: $127.56M

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