Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

Burlington Stores, Inc.
Next earnings Aug 26, 2026 · consensus $2.19 EPS, $3.08B rev
Last earnings -7.9% on 2026-05-28
Off-price compounder: 8.8% revenue growth, 21% EPS growth and 33.8% ROE justify paying a premium for a long store runway.
Sources: SEC EDGAR (CIK 0001579298, latest 10-Q filed 2026-05-28) · EODHD · analysis by claude-code · as of 6/21/2026, 8:41:29 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Solid fundamentals at a roughly fair price — reasonable risk/reward at today's level.
Burlington is executing the off-price playbook with conviction. FY2026 revenue grew 8.8% to $11.5B and net income jumped 21.1% to $610M, the fourth straight year of rising sales and earnings (from $9.31B/$230M in FY2022 to $11.5B/$610M in FY2026). Diluted EPS of $9.51 rose 21.9%, and return on equity of 33.8% is exceptional for retail, showing the model converts incremental stores into outsized returns on a thin equity base.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | $9.31B | $8.68B | $9.71B | $10.6B | $11.5B |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | $230M | $230M | $340M | $504M | $610M |
| Diluted EPS | $6.00 | $3.49 | $5.23 | $7.80 | $9.51 |
| Net margin | 2.5% | 2.6% | 3.5% | 4.7% | 5.3% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 8 sales
| 2026-06-12 | Vecchio Jennifer Group President and CMO | Exercise | 10.5K @ $170.08 | $1.79M |
| 2026-06-12 | Vecchio Jennifer Group President and CMO | Exercise | 10.4K @ $179.46 | $1.86M |
| 2026-06-12 | Vecchio Jennifer Group President and CMO | Sell | 1.32K @ $339.13 | $447K |
| 2026-06-12 | Vecchio Jennifer Group President and CMO | Sell | 2.74K @ $340.48 | $933K |
| 2026-06-12 | Vecchio Jennifer Group President and CMO | Sell | 10.8K @ $341.57 | $3.68M |
| 2026-06-12 | Vecchio Jennifer Group President and CMO | Sell | 5.85K @ $342.43 | $2.00M |
| 2026-06-12 | Vecchio Jennifer Group President and CMO | Sell | 229.00 @ $343.10 | $78.6K |
| 2026-06-11 | Ferroni Stephen SVP, Chief Accounting Officer | Exercise | 1.03K @ $135.37 | $140K |
| 2026-06-11 | Ferroni Stephen SVP, Chief Accounting Officer | Sell | 1.03K @ $337.11 | $348K |
| 2026-06-11 | Ferroni Stephen SVP, Chief Accounting Officer | Sell | 1.31K @ $337.31 | $442K |
| 2026-06-05 | Pasch Matthew Chief Human Resources Officer | Sell | 3.77K @ $317.21 | $1.20M |
| 2026-05-20 | MAHONEY JOHN Director | Award | 596.00 |