Burlington Stores records 11 percent sales increase in Q4 2025

US off-price retailer Burlington Stores has announced its financial results for the fourth quarter and full fiscal year ended January 31, 2026. The group reported a significant increase in earnings and sales, driven by robust comparable store sales and successful mitigation of external economic pressures.

Fourth quarter performance exceeds expectations

For the fourth quarter of fiscal 2025, total sales increased 11 percent compared to the fourth quarter of fiscal 2024, reaching 3.64 billion dollars. Comparable store sales, grew 4 percent during the period, following a 6 percent increase in the previous year. This performance contributed to a 10 percent two-year comp stack for the retailer.

Net income for the quarter rose to 310 million dollars, or 4.84 dollars per share, up from 261 million dollars, or 4.02 dollars per share, in the fourth quarter of fiscal 2024. Adjusted net income reached 320 million dollars, or 4.99 dollars per share.

Burlington chief executive officer, Michael O’Sullivan, noted that the results were driven by strong sales and margin performance during the most significant quarter of the year.

The gross margin rate as a percentage of net sales improved by 80 basis points to 43.7 percent. Adjusted EBITDA reached 562 million dollars, representing a 150 basis point increase as a percentage of sales.

Fiscal 2026 outlook

During the fourth quarter, the group repurchased 223,863 shares of its common stock for 59 million dollars. As of the end of the fiscal year, Burlington had 385 million dollars remaining under its current share repurchase program.

For the fiscal year 2026, ending January 30, 2027, Burlington expects total sales to increase between 8 percent and 10 percent. This projection assumes a comp sales increase in the range of 1 percent to 3 percent. The group plans to open 110 net new stores and launch a new distribution center in Savannah, Georgia. Adjusted earnings per share (EPS) are expected to range between 10.95 dollars and 11.45 dollars, compared to 10.17 dollars in fiscal 2025.

For the first quarter of fiscal 2026, ending May 2, 2026, the company anticipates total sales growth of 9 percent to 11 percent. However, adjusted EBIT margin is expected to decrease between 60 and 100 basis points compared to the first quarter of fiscal 2025. O’Sullivan stated that the group remains optimistic about fiscal 2026, positioning the business to aggressively pursue sales growth.