Burlington Stores — Nov 25, 2025 release
Fiscal 2026 third-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001193125-25-294501
Showing in the filing
Adjusted EPS
“$9.69 to $9.89”
Period
FY2026
Measure
Company-defined measure
Source
Prose
All guidance in this release · 17
Adjusted EPS for FY2026
“$9.69 to $9.89”
Adjusted EPS for FY2025
“$9.69 to $9.89”
Comp for Q4 FY2025
“0% to 2%”
Operating income for FY2028
“approximately $1.6B”
Total sales to increase by for FY2025
“approximately 8%”
Comparable store sales for FY2025
“increase in the range of 1% to 2%”
Capital expenditures, net of landlord allowa… for FY2025
“approximately $950 million”
Net new stores for FY2025
“104”
Depreciation and amortization for FY2025
“approximately $395 million”
Adjusted EBIT margin to increase in the rang… for FY2025
“60 to 70 basis points”
Net interest expense for FY2025
“approximately $50 million”
Adjusted Effective Tax Rate for FY2025
“approximately 25%”
Fully diluted share count for FY2025
“approximately 64 million shares”
Total sales to increase in the range of for Q4 FY2025
“7% to 9%”
Adjusted EBIT margin to increase for Q4 FY2025
“30 to 50 basis points”
Effective tax rate for Q4 FY2025
“approximately 26%”
Adjusted EPS for Q4 FY2025
“in the range of $4.50 to $4.70”
Exhibit 99.1 · the passage around this item
… earlier in the release
Reports Third Quarter 2025 Earnings o Total sales grew 7% and comparable store sales increased 1% o Net income was $105 million, and diluted EPS was $1.63 o Excluding certain expenses associated with bankruptcy acquired leases: ▪ Adjusted EBIT margin increased 60 basis points ▪ Adjusted EPS increased 16% to $1.80 o Increasing full year Adjusted EPS guidance to $9.69 to $9.89; guidance excludes anticipated expenses associated with bankruptcy acquired leases BURLINGTON, New Jersey; November 25, 2025 — Burlington Stores, Inc. (NYSE: BURL), a nationally recognized off-price retailer of high-quality, branded apparel, footwear, accessories, and merchandise for the home at everyday low prices, today announced its results for the third quarter ended November 1, 2025. Michael O’Sullivan, CEO, stated, “Total sales increased 7% in the third quarter, while comparable store sales increased 1%. Traffic to our stores fell off significantly after the back-to-school period driven by unseasonably warm temperatures in our major markets. Our comp trend then picked up to mid-single-digits in mid-October once the weather cooled, and that strong trend has continued through the first three weeks of November.” Mr. O’Sullivan continued, “We were very pleased with our strong margin and earnings performance in the third quarter. We achieved an Adjusted EBIT margin increase versus last year of 60 basis points and grew Adjusted EPS by 16%. Our merchandising and operating teams did an outstanding job mitigating the negative margin impact from tariffs. We are passing along all of th
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.