Burlington Stores stock reports a 35.40 percent EPS beat

Burlington Stores posted adjusted EPS of USD 2.96 for Q2 2026, beating the USD 2.19 consensus by 35.40 percent, according to The Globe and Mail on August 27, 2026. The earnings beat came with a sales warning that keeps guidance and analyst revisions central to the stock story.

Q2 earnings beat sales expectations

Revenue increased 11.00 percent year over year to USD 3.00 billion, but fell short of the USD 3.03 billion estimate, the same report said. Adjusted EBITDA reached USD 375.3 million, producing a 12.50 percent margin, while operating margin rose to 12.30 percent from 5.40 percent a year earlier.

The quarter ended August 1, 2026, and same-store sales increased 2.00 percent year over year. Burlington also had 1,287 locations at quarter end, compared with 1,138 in the prior-year quarter, giving store expansion a larger role in the revenue growth calculation.

Guidance raises the earnings bar

Management guided for Q3 2026 revenue of USD 2.98 billion at the midpoint and raised full-year adjusted EPS guidance to USD 11.87 at the midpoint, a 2.10 percent increase, The Globe and Mail reported on August 27, 2026. The mix is clear: earnings conversion exceeded expectations, while the next sales checkpoint remains more restrained.

Analyst targets remain divided

MarketBeat reported on September 28, 2026, that 14 analysts rated Burlington Stores Buy and six rated it Hold, producing a Moderate Buy consensus and an average target of USD 370.75, MarketBeat said.

Target revisions show the split beneath that consensus. Morgan Stanley cut its target from USD 438.00 to USD 432.00, while Deutsche Bank reduced its target from USD 367.00 to USD 323.00 in reports dated August 28, 2026, according to MarketBeat. The contrast puts greater weight on whether the Q3 revenue guide can support the higher full-year earnings view.

NYSE quote and market value

Burlington Stores was last at USD 270.05 on the NYSE on September 29, 2026 at 4:00 p.m. ET. Its 52-week range was USD 226.85 to USD 378.33, while market capitalization stood at USD 17.0 billion as of September 29, 2026.