Go to the list of all blogs
Arthur Evans's Avatar
published in Blogs
May 28, 2026
Burlington Stores (BURL) Q1 Fiscal 2026 Earnings Preview: What the Numbers Could Reveal

Burlington Stores (BURL) Q1 Fiscal 2026 Earnings Preview: What the Numbers Could Reveal

Key Takeaways

  • Analysts expect Burlington Stores to report first quarter fiscal 2026 earnings before the market opens on May 28, 2026.
  • Consensus estimates point to earnings per share of approximately $1.75 to $1.80.
  • Revenue is projected near $2.80 billion to $2.85 billion, reflecting continued sales momentum.
  • Investors will focus on comparable store sales trends and margin performance in the off-price retail sector.
  • The report will provide an update on the company’s fiscal 2026 outlook and inventory positioning.
  • Historical patterns show the stock often reacts to beats or misses relative to these benchmarks.

Earnings Context and Why It Matters

Burlington Stores operates as a leading off-price retailer of branded apparel, footwear, accessories, and home merchandise. Its first quarter fiscal 2026 results, covering the period ending in early May, come amid steady consumer demand for value-oriented shopping. Recent quarters have shown resilient sales growth despite broader retail challenges. This report offers fresh insight into traffic trends, pricing power, and cost management ahead of the key back-to-school season. For investors, the numbers help gauge whether the company can sustain its market share gains in a competitive landscape.

Earnings Expectations

Wall Street consensus calls for earnings per share of roughly $1.75 to $1.80 for the first quarter of fiscal 2026. Revenue estimates center around $2.80 billion to $2.85 billion, implying year-over-year growth near 12 percent. These figures compare with the prior year’s first quarter, when the company delivered earnings per share of $1.58 on revenue of about $2.50 billion. Analysts will also monitor any updates to full-year guidance and commentary on comparable store sales, gross margins, and operating expenses. Past reports have shown the stock’s sensitivity to beats or shortfalls against these benchmarks, particularly when accompanied by forward-looking statements on inventory and customer traffic. I also checked this using Tickeron’s AI Screener to see how BURL compares to others in the industry.

Market Reaction and Investor Sentiment

Heading into the report, investor sentiment reflects cautious optimism tied to steady consumer spending on discretionary value items. The stock has traded in a range recently as traders await confirmation of continued sales momentum. Key risk factors include potential shifts in consumer behavior, higher input costs, or any deviation from expected comparable store sales. A stronger-than-expected print could support further gains, while any shortfall may prompt short-term volatility as the market digests the details. From what I see, monitoring these factors closely helps put any post-report moves in perspective.

Forward Outlook and Key Factors to Monitor

Following the release, attention will turn to any revised full-year guidance and management commentary on the balance of fiscal 2026. Investors typically watch for updates on inventory levels, which influence gross margins in the off-price model.

Comparable store sales remain a primary metric, as they reflect underlying demand trends across Burlington’s store base. Seasonal factors such as weather and promotional activity can also influence results.

Broader retail industry dynamics, including competition from other value retailers and shifts in consumer discretionary spending, will shape the outlook. Cost trends in sourcing and distribution merit close review given ongoing supply chain considerations.

Any signals on expansion plans or capital allocation will provide additional context for long-term positioning. These elements collectively inform how the company is navigating the current environment.

How I Use AI Tools for Deeper Analysis

In my research process, I find it helpful to cross-reference earnings estimates and peer comparisons with data-driven platforms. One tool I turn to occasionally is Tickeron’s AI Screener, which allows filtering stocks by technical patterns, fundamentals, and performance metrics to identify relevant context more efficiently. This complements traditional analysis without replacing it. The dedicated AI Screener has been particularly useful for scanning industry peers ahead of reports like this one.

Disclaimer

The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.

Disclaimers and Limitations
Related Ticker: BURL

Contributor

Financial writer and active order flow futures trader with a focus on fundamental analysis, macroeconomic factors, and equity research. I make in-depth blogs on stocks and ETFs, bridging the gap between raw market data and real-world trading decisions.


BURL in downward trend: price dove below 50-day moving average on August 17, 2026

BURL moved below its 50-day moving average on August 17, 2026 date and that indicates a change from an upward trend to a downward trend. In of 39 similar past instances, the stock price decreased further within the following month. The odds of a continued downward trend are .

Price Prediction Chart

Technical Analysis (Indicators)

Bearish Trend Analysis

The Momentum Indicator moved below the 0 level on August 11, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on BURL as a result. In of 95 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are .

The Moving Average Convergence Divergence Histogram (MACD) for BURL turned negative on August 11, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 42 similar instances when the indicator turned negative. In of the 42 cases the stock turned lower in the days that followed. This puts the odds of success at .

Following a 3-day decline, the stock is projected to fall further. Considering past instances where BURL declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .

Bullish Trend Analysis

The RSI Indicator demonstrates that the ticker has stayed in the oversold zone for 1 day, which means it's wise to expect a price bounce in the near future.

The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 7 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.

Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where BURL advanced for three days, in of 304 cases, the price rose further within the following month. The odds of a continued upward trend are .

BURL may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.

The Aroon Indicator entered an Uptrend today. In of 249 cases where BURL Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are .

Fundamental Analysis (Ratings)

The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating fairly steady price growth. BURL’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: BURL's P/B Ratio (11.186) is slightly higher than the industry average of (3.515). P/E Ratio (33.591) is within average values for comparable stocks, (22.291). BURL's Projected Growth (PEG Ratio) (0.000) is slightly lower than the industry average of (1.839). BURL has a moderately low Dividend Yield (0.000) as compared to the industry average of (0.033). BURL's P/S Ratio (1.757) is slightly higher than the industry average of (0.748).

The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating that the returns do not compensate for the risks. BURL’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 87, placing this stock worse than average.

Notable companies

The most notable companies in this group are TJX Companies (NYSE:TJX), lululemon athletica (NASDAQ:LULU), Gap Inc (The) (NYSE:GAP), Abercrombie & Fitch Co (NYSE:ANF), Stitch Fix (NASDAQ:SFIX).

Industry description

Companies in the apparel and/or footwear retail industry sell clothing, accessories and footwear, for different age groups and genders. The industry’s product categories could range from basics, such as underwear, to luxury items. Some retailers source items from wholesalers or an apparel brand to sell in their stores; some others are licensed to make and market their own retail goods under particular brands. Several companies outsource production of clothing to developing/emerging economies where labor costs are relatively inexpensive. Apparel retail is often influenced by fashion trends, and many companies feel the need to adapt to what’s “in vogue” to retain customers and attract new ones. A major disruption in this industry has been the burgeoning trend in digital shopping – to compete with rapidly growing e-commerce, even traditional retail players are upping the ante on their online platforms. Much of the products’ performance in apparel/footwear retail is cyclical, i.e., economic boom times encourage consumer spending, while recessions induce thriftiness among people. Some large-cap U.S. apparel/footwear retail companies include TJX Companies Inc., Ross Stores, Inc., Lululemon Athletica Inc. and Burlington Stores, Inc.

Market Cap

The average market capitalization across the Apparel/Footwear Retail Industry is 9.32B. The market cap for tickers in the group ranges from 256K to 179.95B. IDEXY holds the highest valuation in this group at 179.95B. The lowest valued company is DESTQ at 256K.

High and low price notable news

The average weekly price growth across all stocks in the Apparel/Footwear Retail Industry was -4%. For the same Industry, the average monthly price growth was -3%, and the average quarterly price growth was -2%. RENT experienced the highest price growth at 8%, while DBGI experienced the biggest fall at -42%.

Volume

The average weekly volume growth across all stocks in the Apparel/Footwear Retail Industry was 59%. For the same stocks of the Industry, the average monthly volume growth was 36% and the average quarterly volume growth was -23%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 44
P/E Growth Rating: 50
Price Growth Rating: 56
SMR Rating: 66
Profit Risk Rating: 87
Seasonality Score: -11 (-100 ... +100)
View a ticker or compare two or three
BURL
Daily Signal:
Gain/Loss:
Interact to see
Advertisement
A.I.Advisor
published price charts
Last 5 trading days
A.I. Advisor
published General Information

General Information

a provider of men's, women's and children's apparel

Industry ApparelFootwearRetail

Profile
Details
Industry
Apparel Or Footwear Retail
Address
2006 Route 130 North
Phone
+1 609 387-7800
Employees
71049
Web
https://www.burlingtoninvestors.com
Interact to see
Advertisement
Quantum Computing Inc. completed a $110 million acquisition of Luminar Semiconductor on February 2, significantly strengthening its photonics and manufacturing capabilities. Shares have traded with elevated volatility, peaking near $12.70 in mid-January before retreating to the $9 range amid heavy volume.
ERII shares have remained resilient, trading near $15.47 ahead of Q4 and full-year 2025 earnings scheduled for February 25, 2026. Q3 2025 results exceeded expectations, with revenue of $32 million and EPS of $0.07, despite year-over-year declines tied to project timing.
Liberty Broadband Corporation (LBRDA) has experienced pronounced swings in recent weeks, touching multiyear lows before staging a sharp recovery. The stock continues to trade within a wide 52-week range, closely tied to the value of its Charter Communications stake and investor expectations around the proposed merger.
Apollo Global Management (APO), a leading alternative asset manager, reports Q4 and full-year 2025 results on February 9, 2026, before the market opens. The firm has delivered a year of strong growth, with AUM expanding on record inflows exceeding $200 billion and origination surpassing $300 billion.
Arm Holdings (ARM) shares have demonstrated resilience in recent sessions, rebounding after an initial earnings-related pullback and stabilizing near technical support levels. While smartphone-related headwinds tied to memory shortages pressured sentiment, momentum in AI-driven data center royalties helped restore confidence.
Shell plc (SHEL) reported Q4 2025 adjusted earnings of $3.3 billion, below expectations due to weaker oil prices and non-cash tax charges. Full-year adjusted earnings reached $18.5 billion, supported by strong LNG and upstream operations. A 4% dividend increase to $0.372 per share and a new $3.5 billion buyback program reinforce capital return commitments.
Linde (LIN) reported Q4 2025 adjusted EPS of $4.20, topping estimates, with full-year revenue reaching $34 billion. 2026 EPS guidance of $17.40–$17.90 implies 6–9% growth, supported by a record $10 billion project backlog.
ConocoPhillips (COP) reported Q4 2025 adjusted EPS of $1.02, missing estimates due to weaker oil prices. Full-year adjusted earnings totaled $7.7 billion, with $19.9 billion in operating cash flow. Shares have gained more than 10% in recent weeks, supported by analyst upgrades and sector momentum.
Intercontinental Exchange (ICE) has navigated recent market volatility while remaining within its 52-week range. Broader weakness in financial data and exchange operators has created short-term pressure, but ICE’s diversified business model continues to provide stability.
Verisk Analytics (VRSK) delivered Q4 2025 revenue of $779 million, up 5.9% year over year, with adjusted EPS of $1.82, beating expectations. Booz Allen Hamilton (BAH) reported Q3 FY2026 revenue of $2.62 billion, down 10.2% year over year, but adjusted diluted EPS climbed 14% to $1.77, well above estimates.
(OMC) Omnicom’s fourth-quarter report, released February 18, 2026, marked its first earnings update incorporating results from Interpublic Group (IPG), acquired on November 26, 2025. The combination created the world’s largest marketing services firm by revenue, a significant milestone as the advertising industry consolidates and adapts to digital transformation.
Copart (CPRT) is set to report fiscal Q2 2026 earnings on February 19, 2026, after market close. Consensus calls for EPS of $0.39–$0.40 and revenue of $1.15–$1.18 billion. Global Payments (GPN) posted Q4 2025 adjusted EPS of $3.18, in line with expectations, and adjusted net revenue of $2.32 billion, up 6% in constant currency (excluding dispositions). Thomson Reuters (TRI) delivered Q4 2025 adjusted EPS of $1.07 and revenue of $2.01 billion, up 5% year over year, supported by recurring subscription growth.
Unilever PLC (UL) leads year-to-date performance with a 12.61% gain, ahead of Diageo plc (DEO) at 9.90% and Keurig Dr Pepper Inc. (KDP) at 4.27%. DEO offers the highest dividend yield at 4.35%, compared with KDP (3.16%) and UL (2.97%). All three stocks carry low betas—DEO (0.18), UL (0.24), and KDP (0.35)—highlighting their defensive characteristics.
Q1 Fiscal 2026 Results: Revenue of $333M and adjusted EBITDA of $50M (15% margin), exceeding analyst expectations. FY2026 Guidance Raised: Adjusted EBITDA now projected at $225M, with revenue reaffirmed near $1.5B. EV Backlog Growth: 855 electric buses worth $277M, highlighting robust demand supported by EPA clean bus funding.
IBM fell over 10% today mainly because a new AI tool from Anthropic is seen as a direct threat to IBM’s lucrative COBOL modernization and consulting business, triggering worries that key legacy‑modernization revenue will be automated away.
Today’s drop is mainly about competitive positioning and future growth expectations, not an immediate collapse of current Wegovy/Ozempic sales, but it signals that Novo may not have the strongest next‑wave obesity drug versus Eli Lilly, which is why the stock sold off so sharply.
RNG (RingCentral) dropped over 12% today mainly as a sharp pullback after a very steep recent run‑up driven by upbeat Q4 results, guidance, and capital‑return news, with profit‑taking amplified by valuation concerns and a weak broader tech tap
Fundamentally, the latest public guidance is still for rapid growth and profitability, but today’s drop reflects a reset of sentiment and valuation rather than a brand‑new deterioration in those targets. For investors, the key question is whether the current price appropriately reflects execution risk, competition in diagnostics, and macro volatility after the guidance‑driven rally and subsequent reversal.
TNC (Tennant Company) is down more than 25% today because it reported a very large earnings and revenue miss for Q4 2025, blamed on serious ERP rollout problems and weaker demand, and guided to a slower‑than‑hoped recovery in 2026.
XMTR (Xometry) is down more than 21% today because, despite reporting record growth and an earnings beat, the company announced a CEO transition and investors used the news to take profits after a big prior run‑up, with heavy short interest amplifying the drop.