Burlington Stores Inc. (NYSE:BURL) shares soared in Thursday trading after the company reported fourth-quarter 2025 results that beat analyst estimates on both revenue and adjusted earnings.
Fourth Quarter Results
Total sales rose 11% to $3.65 billion, topping the $3.57 billion estimate. Adjusted EPS of $4.99 beat the $4.75 consensus, and came in above the company’s own guidance range of $4.50–$4.70. GAAP diluted EPS was $4.84.
Comparable store sales grew 4% on top of a 6% gain in the prior-year quarter, producing a 10% two-year comp stack.
Gross margin expanded 80 basis points to 43.7%, driven by 60 basis points of merchandise margin improvement and 20 basis points of freight favorability.
Adjusted SG&A improved 40 basis points as a percentage of sales. Adjusted EBITDA rose to $562 million from $456 million, up 150 basis points as a percentage of sales.
Full Year Fiscal 2025
Total sales grew 9% to $11.5 billion. Adjusted EPS was $10.17, …