Title
Earning Preview: Burlington revenue is expected to increase by 10.47%, and institutional views are positiveAbstract
Burlington Stores, Inc. will report quarterly results on March 5, 2026 Pre-Market, with consensus pointing to year-over-year growth in revenue, EBIT, and adjusted EPS, and the company’s core net sales continuing to drive the outlook.Market Forecast
Consensus modeled for this quarter indicates Burlington Stores, Inc. is expected to deliver revenue of 3.57 billion US dollars, EBIT of 415.02 million US dollars, and adjusted EPS of 4.74, implying year-over-year growth of 10.47% for revenue, 23.90% for EBIT, and 25.95% for adjusted EPS. Forecast margins were not provided; the focus centers on profit leverage from operating efficiency and merchandise mix in the quarter.The company’s main business remains net sales, and the outlook emphasizes disciplined allocation, inventory efficiency, and pricing architecture to sustain revenue growth and margin recovery. The most promising contribution is expected to continue coming from net sales, building on last quarter’s 2.71 billion US dollars (+6.93% year-over-year), underscoring the scale and momentum of Burlington Stores, Inc.’s core revenue engine.
Last Quarter Review
Burlington Stores, Inc. reported revenue of 2.71 billion US dollars last quarter, with a gross profit margin of 44.27%, GAAP net profit attributable to the parent company of 105.00 million US dollars, a net profit margin of 3.87%, and adjusted EPS of 1.80, up 16.13% year-over-year.A key financial highlight was EBIT of 167.00 million US dollars, up 18.18% year-over-year, alongside quarter-on-quarter net profit growth of 11.22%, reflecting improved operational leverage. Main business highlights: net sales contributed 99.84% of total revenue at 2.71 billion US dollars, up 6.93% year-over-year; “other” revenue was 4.44 million US dollars (0.16% of total).
Current Quarter Outlook
Main Business Outlook
The primary focus for Burlington Stores, Inc. this quarter is its net sales trajectory, underpinned by the consensus forecast calling for 3.57 billion US dollars in revenue and adjusted EPS of 4.74. The expected year-over-year revenue growth of 10.47% implies healthy demand capture, with efficiency at the store and merchandise levels likely to determine whether EBIT scales toward the modeled 415.02 million US dollars. Given last quarter’s 44.27% gross margin foundation and improving profitability, the quarter’s earning power will hinge on maintaining favorable merchandise margin, effective clearance execution, and tight inventory turnover.Operationally, Burlington Stores, Inc. has room to drive SG&A leverage if top-line growth arrives as forecast, improving EBIT conversion on revenue. Inventory discipline remains central: the ability to calibrate receipt timing and depth to demand pockets, while controlling mark-down cadence, supports both in-season sell-through and end-of-season recovery. Pricing architecture—ensuring value for price relative to product quality—matters for traffic sustainability and basket expansion, and is a meaningful determinant of both ticket and merchandise margin progression across categories.
On the cost side, continued attention to store labor hours, logistics flow, and occupancy efficiency can reinforce the EBIT outlook. The net profit margin last quarter was 3.87%; while no explicit margin forecast was provided for the current quarter, consensus EPS and EBIT trajectories suggest expectations for profit-scale through better gross margin capture and overhead allocation. If Burlington Stores, Inc. can align promotional intensity to demand and keep inventory aged profiles within targets, the modeled earnings growth could be met or exceeded.
Largest Growth-Potential Business
Burlington Stores, Inc.’s largest growth-potential contribution this quarter is positioned to come from its core net sales base, which contributed 2.71 billion US dollars last quarter—a 6.93% year-over-year increase. The scale of net sales provides the principal platform for EPS and EBIT expansion, and the ability to continuously optimize product mix and seasonal allocation can lift gross profit dollars at a faster rate than revenue. Consensus now anticipates adjusted EPS to grow 25.95% year-over-year on the back of 10.47% revenue growth, a sign that the market expects operating efficiency gains from the core business.Mechanically, margins can expand when Burlington Stores, Inc. captures better merchandise margins through mix and sourcing, balances clearance timing, and limits unplanned mark-downs. Gross profit dollars amplify when sales of higher-margin assortments are prioritized and when low-margin clearance is contained within plan parameters. That combination would feed into EBIT of 415.02 million US dollars, implying improved conversion of gross profit to operating profit. Consistent execution on store-level productivity, including traffic conversion, basket size growth, and labor efficiency, is integral to realizing this earnings path.
With the absence of explicit segment-level current-quarter forecasts beyond net sales and other revenue, investors will look for tangible signals of improving merchandise margin, inventory productivity, and SG&A leverage. Net sales’ scale—99.84% of last quarter’s revenue—makes it not only the main driver but also the locus for incremental gains: changes in mix, pricing, and sell-through can have outsized effects on profit dollars. If the company can sustain the sales momentum while preserving margin frameworks, the modeled EPS and EBIT outcomes are more likely to be achieved.
Key Stock Price Drivers This Quarter
Share price reaction around the print will be most sensitive to the relationship between reported results and consensus on revenue, EBIT, and adjusted EPS. The market has set expectations at 3.57 billion US dollars of revenue and 4.74 in adjusted EPS; delivering above these benchmarks—especially with clear commentary on margin trajectory—would typically support a constructive equity response. Conversely, any shortfall tied to weaker merchandise margin or higher-than-planned mark-downs would raise questions about near-term profit scale and could weigh on sentiment.Gross margin commentary will be crucial because last quarter’s 44.27% provides a strong baseline to measure quarter-on-quarter dynamics. Investors will parse disclosures on clearance levels, inventory aging, and seasonal transitions to gauge the durability of margin improvements. The reported net profit margin last quarter was 3.87%; while not guided for the current quarter, implied margin expansion is embedded in the consensus EPS and EBIT forecasts. Evidence of SG&A leverage—especially in store operating expenses and overhead—could validate that improved earnings are not purely top-line dependent.
Finally, guidance updates for the remainder of the fiscal year, if provided, can influence valuation frameworks tied to forward earnings power. Clarity on receipt timing, category performance, and inventory commitments will inform whether growth at the current-quarter scale can be sustained or accelerated. Strong execution in these areas would support the view that Burlington Stores, Inc. can lift profit conversion, while maintaining revenue growth momentum consistent with the 10.47% forecast for this quarter.
Analyst Opinions
Within the January 1, 2026 to February 26, 2026 window, observable coverage and formal previews specifically published in this period were limited; no qualifying bearish previews were identified, and the inferable stance from consensus forecasts is positive. Based on the alignment of consensus expectations—revenue up 10.47% year-over-year, EBIT up 23.90% year-over-year, and adjusted EPS up 25.95% year-over-year—the majority view in the available period skews bullish.The collective indications suggest institutions expect margin progress alongside top-line growth this quarter. This perspective is consistent with last quarter’s improvement in profitability metrics, including adjusted EPS up 16.13% year-over-year and EBIT up 18.18% year-over-year, as well as quarter-on-quarter net profit growth of 11.22%. The absence of countervailing bearish previews in the defined window reinforces the majority positive stance: while the degree of upside surprise remains to be seen, the emphasis is on operational execution to convert revenue growth into profit leverage.
Analyzing the bullish majority view in context of the quarter’s modeled outcomes, the conviction rests on three elements: stable-to-better merchandise margins, disciplined inventory and clearance management, and incremental SG&A efficiency. If Burlington Stores, Inc. reports revenue at or above 3.57 billion US dollars and demonstrates EBIT scaling to the 415.02 million US dollars range, the quarter’s print would validate expectations for profit recovery. Detailed commentary on pricing architecture, category mix, and store-level productivity will be pivotal for sustaining this positive institutional stance across the remainder of the fiscal year. In short, the majority view expects Burlington Stores, Inc. to deliver a quarter characterized by healthy revenue growth and improving profit conversion, with the trajectory of margins serving as the primary signal for whether the company’s earnings power is continuing to build.
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