BURL

BURL Earnings Preview

Burlington Stores, Inc. · Consumer Cyclical · $20B

14d until earnings

BURL Earnings

Thursday, May 28 2026
EPS Estimate
$1.74
$1.62 – $1.98
Revenue Estimate
$2.8B
Current Price
$288.86

Our Position

bullish · high

Burlington's Q4 EPS rises 21% on strong sales

est. revisions rising (+3.0pp / 30d)

This quarter's robust top-line and margin expansion confirms the company’s ability to grow earnings despite consumer spending headwinds, supporting the thesis of operational strength in a cyclical sector.

Watch: Q1 earnings will reveal if margin gains are sustainable amid expected slowing comp growth and consumer caution.

Data Signal Summary

1 bullish
2 bearish
Insider selling cluster Put/call 0.1 (bullish skew) Price downtrend

Key Context

Insider Activity
selling
Price Trend
downtrend
1-Month Return
-12.4%
From 52w High
-16.0%
P/E Ratio
33.3
Est. Revisions (30d)
+0.0% 2up/8dn
Analyst Target (mean)
$370 $300–$430 +28%
Options P/C Ratio
0.11
Est. Dispersion
21% 16 analysts
Insider Cluster
strong sell
Fund Convergence
moderate Citadel, D.E. Shaw

Recent Activity

insider trades 8 transactions
Sell · MARQUETTE TRAVIS (President) ·894 shares ·$276,601
Award · MARQUETTE TRAVIS (President) ·4,417 shares
Award · VECCHIO JENNIFER (Officer) ·6,551 shares
Award · WOLFE KRISTIN (Chief Financial Officer) ·2,972 shares
Award · O SULLIVAN MICHAEL B (Chief Executive Officer) ·12,292 shares
3 more
Award · PASCH MATTHEW ·876 shr
Award · FERRONI STEPHEN ·468 shr
Sell · MARQUETTE TRAVIS ·190 shr ·$59,600