Burlington Stores (BURL) Earnings: Q2 Fiscal 2026 Results and Next Report Date

The quarter ended August 1, 2026 and Burlington Stores published the results on August 27, 2026. Revenue and diluted EPS are shown against Q2 fiscal 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Burlington Stores reports EPS two ways: GAAP, under the accounting rules every US filer follows, and Adjusted EPS, excluding tariff refunds, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Burlington received $55 million of tariff refunds in the quarter, recorded as a reduction to cost of sales. Its headline Adjusted EPS of $2.37 excludes them (and bankruptcy acquired lease expenses); the reconciliation table in the same release, which keeps the refunds in, gives Adjusted EPS of $2.96.
• Burlington's fiscal year ends on the Saturday closest to January 31. Fiscal 2026 is the 52 weeks ending January 30, 2027, and the second quarter is the 13 weeks ended August 1, 2026.

Source: Burlington Stores Q2 fiscal 2026 results, August 27, 2026. Also in the Form 10-Q for the quarter ended August 1, 2026. Figures as reported; checked against the release on November 10, 2026.

How Burlington Stores splits revenue in its own release, under its own labels, for Q2 fiscal 2026 against Q2 fiscal 2025. Indented lines are parts of the line above them.

• Burlington Stores's Net sales revenue was $3.0 billion in Q2 fiscal 2026, up 11% from $2.7 billion in Q2 fiscal 2025, 100% of total revenue.
• Burlington Stores's Other revenue revenue was $4.5 million in Q2 fiscal 2026, up 13% from $4.0 million in Q2 fiscal 2025, under 1% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q2 fiscal 2026 release, Burlington Stores said:

“Total sales to increase in the range of 9% to 11%; this assumes comparable store sales will increase in the range of 1% to 3% versus the third quarter of Fiscal 2025;”

“Adjusted EPS in the range of $1.60 to $1.70, as compared to $1.80 in Adjusted EPS last year;”

“Total sales to increase in the range of 10% to 11% on top of the 9% increase during Fiscal 2025; this assumes comparable store sales will increase in the range of 3% to 4%, on top of the 2% increase during Fiscal 2025;”

“Adjusted EPS in the range of $11.77 to $11.97, as compared to $10.17 of Adjusted EPS last year;”

Source: Burlington Stores Q2 fiscal 2026 release, Aug 27, 2026.

This is the company's own guidance as of Aug 27, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the BURL forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

Total revenue and GAAP diluted EPS, each as first reported in that quarter's release. Burlington says it generally earns more sales and net income in the second half of the year, which includes the back-to-school and holiday seasons.

Burlington Stores's next report is expected around November 27, 2026, a date estimated from its reporting history that the company has not yet confirmed. This page will show Q2 fiscal 2026 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q2 fiscal 2026 (this page), reported Aug 27, 2026

Burlington Stores is an off-price retailer, and almost all of its revenue is store merchandise sales: net sales were $2,997.8 million of $3,002 million in total revenue in Q2 fiscal 2026, with $4.5 million of other revenue. It reports one segment and derives all of its revenue in the United States, selling women's ready-to-wear apparel, menswear, youth apparel, baby, beauty, footwear, accessories, home, toys, gifts and coats. (Burlington Stores Q2 fiscal 2026 release, Aug 27, 2026; Burlington Stores Form 10-Q, Q2 fiscal 2026, Aug 27, 2026)

Burlington's net sales rose $296.8 million, or 11.0%, and new stores did most of the work. The 10-Q attributes $254.8 million of the increase to the 149 net new stores opened since the end of Q2 fiscal 2025 and to non-comparable stores, and $42.0 million to a 2% rise in comparable store sales. Comparable store sales had grown 5% in the same quarter a year earlier. (Burlington Stores Form 10-Q, Q2 fiscal 2026, Aug 27, 2026; Burlington Stores Q2 fiscal 2026 release, Aug 27, 2026)

Burlington operated 1,287 stores at the end of the quarter in 47 states, Washington D.C. and Puerto Rico, up from 1,212 at January 31, 2026. In the first six months of fiscal 2026 it opened 91 new stores, including 12 relocations, and permanently closed four. Its stated plan is at least 100 net new stores a year, toward 2,000 stores over the long term, with 25,000 square foot stores in strip malls as the priority format. (Burlington Stores Q2 fiscal 2026 release, Aug 27, 2026; Burlington Stores Form 10-Q, Q2 fiscal 2026, Aug 27, 2026; Burlington Stores Form 10-K, fiscal 2025, Mar 19, 2026)

Burlington says its stores sell in-season branded merchandise at up to 60% off other retailers' prices, much of it bought opportunistically. Reserve inventory, merchandise held for release later in the season or in a later season, was 43% of total inventory at the end of Q2 fiscal 2026, down from 50% a year earlier. Merchandise inventories were $1,541 million, up 9%, with comparable store inventory up 11%. (Burlington Stores Q2 fiscal 2026 release, Aug 27, 2026; Burlington Stores Form 10-Q, Q2 fiscal 2026, Aug 27, 2026)

Burlington's GAAP diluted EPS of $2.88 includes $55 million of tariff refunds received in the quarter, which cut cost of sales and added $41 million after tax. Burlington's headline Adjusted EPS of $2.37, up 38% from $1.72, excludes those refunds and $3 million after tax of expenses associated with bankruptcy acquired leases. The release's standard reconciliation, which also strips out net favorable lease costs and impairment charges but keeps the refunds, gives Adjusted EPS of $2.96. (Burlington Stores Q2 fiscal 2026 release, Aug 27, 2026)

Burlington's gross margin rate was 46.2% of net sales against 43.7% a year earlier, an increase of 250 basis points. Excluding the refunds, merchandise margin expanded 70 basis points and freight expense rose 10 basis points as a share of net sales. SG&A fell to 34.0% of net sales from 35.2%, and the effective tax rate was 23.9% against 26.0%. (Burlington Stores Q2 fiscal 2026 release, Aug 27, 2026)

Burlington's diluted weighted average share count was 63.9 million, the same as a year earlier. It repurchased 270,279 shares for $87 million in the quarter and had $218 million left on its repurchase authorization. Total debt was $1,914 million at quarter end, including $1,712 million on its Term Loan facility and $186 million of Convertible Notes. (Burlington Stores Q2 fiscal 2026 release, Aug 27, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Burlington Stores gives quarterly and full-year guidance in its release. For Q3 fiscal 2026, the 13 weeks ending October 31, 2026, it guided total sales up 9% to 11%, comparable store sales up 1% to 3%, Adjusted EBIT margin down 80 to 60 basis points and Adjusted EPS of $1.60 to $1.70, against $1.80 a year earlier. (Burlington Stores Q2 fiscal 2026 release, Aug 27, 2026)

For fiscal 2026 Burlington raised its Adjusted EPS range to $11.77 to $11.97, against $10.17 in fiscal 2025, with total sales up 10% to 11%, comparable store sales up 3% to 4% and about 115 net new stores. The guidance includes the $55 million of tariff refunds and their reinvestment in lower prices, about 40% in the third quarter and 60% in the fourth, so Burlington says the refunds are neutral to full-year earnings. (Burlington Stores Q2 fiscal 2026 release, Aug 27, 2026)

A consensus figure is the average of the models published by the analysts who cover Burlington Stores, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Burlington Stores's own release and filings put weight on for Q2 fiscal 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning BURL is on is BURL a buy or a sell?, what analysts expect next is on the BURL forecast, and what the company does is on the Burlington Stores (BURL) stock page.

Every number on this page can be traced to a document Burlington Stores published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.