Burlington Stores Reports Strong Q4 and Full Year 2025 Earnings

Burlington Stores, Inc. (NYSE: BURL) announced its fourth quarter and full year results for the period ended January 31, 2026, reporting significant growth in both revenue and earnings. The results demonstrate the continued strength of the off-price retailer, benefiting from value-focused consumer demand and effective merchandising strategies AlphaStreet News.

Q4 and Full Year 2025 Highlights

• Q4 Revenue: $3.6 billion, an 11% increase year-over-year Panabee.
• Q4 Comparable Store Sales: Increased by 4% Panabee.
• Full Year Revenue: $11.5 billion, a 9% increase year-over-year Panabee.
• Full Year Adjusted EPS: Grew 22% to $10.17 Panabee.
• Q4 Adjusted EPS: Increased by 21% Burlington Investors.

Operational Performance and Margin Expansion

Burlington’s success in 2025 was partially attributed to effective tariff-mitigation strategies and operational leverage. These factors contributed to a 100 basis point expansion in the Adjusted EBIT margin for Q4 and an 80 basis point expansion for the full year Panabee. The company’s “Burlington 2.0” strategy, focused on faster inventory turns, improved assortment and stronger value positioning, also played a key role AlphaStreet News.

Inventory Levels and Potential Risks

Despite the strong earnings, Burlington’s comparable store inventory increased by 12%, outpacing the 4% growth in comparable store sales Panabee. This inventory build-up presents a potential risk of markdown pressure if sales velocity does not accelerate. The company is working to reduce its reserve inventory from 46% to 40% of total stock to improve inventory turnover Panabee.

Financial Details and Outlook

Burlington reported an Adjusted EBIT margin of approximately 11.1% in Q4, exceeding guidance by roughly 60 basis points AlphaStreet News. SG&A expenses increased to $1.05 billion in Q4, up from $965 million in the prior year Panabee.

Future Growth and Expansion

Burlington plans to continue its physical footprint expansion with 110 net new stores planned for fiscal year 2026, alongside the opening of a new distribution center in Savannah Panabee. The company has $2.2 billion in liquidity to support this expansion and ongoing capital allocation, including share repurchases Panabee.

Conference Call Information

Burlington Stores will host a conference call on March 5, 2026, at 8:30 AM ET to discuss these earnings results. The live webcast can be accessed here. To listen to the call, dial 1-800-715-9871 or 1-646-307-1963 (International), Passcode: 3196665. A replay will be available by dialing 1-800-770-2030 (US) or 1-609-800-9909 (International), Passcode 3196665.