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Aug 02
Burlington Q2 2025 Earnings Report
Burlington reported strong sales and margin expansion in Q2 2025, leading to double-digit growth in earnings.
Key Takeaways
Burlington delivered solid Q2 2025 results, with strong comparable store sales and a significant rise in adjusted EPS, supported by improved margins and cost efficiencies.
Revenue reached $2.701 billion, up 10% YoY.
Net income was $94 million, with GAAP EPS of $1.47.
Adjusted EPS rose to $1.72, driven by higher margins and cost leverage.
Comparable store sales grew 5% on top of last year's 5% growth.
Burlington
Burlington
Burlington Revenue by Geographic Location
Revenue by Geographic Location
United States Revenue
CapyFin.com Forward Guidance
Burlington raised its full-year adjusted EPS guidance while maintaining conservative expectations for comparable sales growth in the second half of the year.
Positive Outlook
- Raised full-year adjusted EPS guidance to $9.19–$9.59.
- Expecting total sales growth of 7% to 8% for FY25.
- Adjusted EBIT margin forecasted to improve by 20–40 basis points.
- Strong Q2 performance supported by Burlington 2.0 strategies.
- Third quarter started on a solid note.
Challenges Ahead
- Guidance assumes modest 0% to 2% comp growth in Q3 and Q4.
- Excludes $25 million in lease-related expenses from EPS guidance.
- Q3 adjusted EBIT margin may be flat or slightly down.
- Inventory up 16% YoY, signaling cautious future inventory flow.
- No improvement projected in Q3 adjusted EPS compared to prior year.