Burlington Stores beat Q4 earnings estimates and raised 2026 outlook, but missed Q1 forecast, causing stock to drop.

Burlington Stores reported stronger-than-expected Q4 2025 earnings, with adjusted EPS of $4.99 and revenue of $3.65 billion, up 11% year-over-year, beating estimates. The company raised full-year 2026 EPS guidance to $10.95–$11.45, slightly above consensus, and sales to $12.49–$12.72 billion, exceeding expectations. However, Q1 2026 guidance of $1.60–$1.75 fell short of the $1.82 analyst estimate, contributing to a 5.2% stock drop despite positive long-term outlooks. Analysts remain optimistic, citing strong sales growth, margin expansion, and ongoing store expansion, with several firms raising price targets.