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NYSE · Consumer Discretionary

Burlington Stores, Inc. (BURL)

As-reported financials and SEC filings for Burlington Stores, Inc. The latest annual period is FY2025. The latest reported quarter is Q2 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Burlington Stores, Inc.

Burlington Stores, Inc. is an off-price retailer operating 1,212 stores across 46 states, Washington D.C., and Puerto Rico. The company sells a wide range of branded merchandise including apparel, accessories, home goods, and footwear at discounted prices. Burlington serves customers seeking high-quality, fashionable products at everyday low prices through a treasure-hunt shopping experience.

Snapshot

Revenue
$11.55B
Revenue growth (YoY)
8.8%
Net income
$610.2M
Diluted EPS
$9.51
Gross margin
43.8%
Operating margin
Net margin
5.3%
FCF margin
1.5%
ROE
33.8%
net income / fiscal-year-end equity
P/E
24.5×
trailing when available, otherwise FY EPS
Market cap
$16.32B
Long-term debt / equity
1.11×
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended January 31, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Burlington Stores

  • Revenue grew 8.8% to $11.5B in FY2025, in line with the 9.3% the year before.
  • Most recent quarter Q2 FY2026: revenue $3.0B, up 11.0% from Q2 FY2025.
  • Free cash flow was $172M in FY2025, 1.5% of revenue.
  • Net income rose 21.1% to $610M in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Burlington Stores’s fundamentals sit among the 403 Consumer Discretionary companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin43.8%
68th percentile of 275
Net margin5.3%
65th percentile of 377
FCF margin1.5%
32nd percentile of 351
Revenue growth (YoY)+8.8%
72nd percentile of 394
ROE33.8%
87th percentile of 343
P/E24.5×
71st percentile of 249
Long-term debt / equity1.11×
72nd percentile of 234
Short interest3.02d
38th percentile of 401

Burlington Stores’s return on equity of 33.8% ranks in the 87th percentile of the 343 Consumer Discretionary companies reporting it.

No reported insider purchases (code P) in the last 90 days; 23 insider sales totaling $13.1M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 2 of the superinvestors we track (plus 5 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
2
+5 quant / multi-strat
Initiated / added
4
2 new, 2 added
Reduced / exited
3
3 trimmed, 0 exited
Combined position
$606.1M
reported long value
InvestorAs ofPosition valueSharesChange
AQR Capital ManagementquantQ2 2026$450.2M1.5MAdded
Millennium ManagementquantQ2 2026$60.0M189.5KReduced
D. E. ShawquantQ2 2026$54.6M172.4KReduced
Two Sigma InvestmentsquantQ2 2026$25.8M81.5KNew
Gotham Asset ManagementQ2 2026$7.6M24.0KAdded
Citadel AdvisorsquantQ2 2026$5.4M17.1KReduced
Bridgewater AssociatesQ2 2026$2.4M7.7KNew

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
23
$13.1M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-08-03
filed 2026-08-05
Vecchio JenniferGroup President and CMOSell847$368.44$312K
2026-08-03
filed 2026-08-05
Vecchio JenniferGroup President and CMOSell378$367.72$139K
2026-08-03
filed 2026-08-05
Vecchio JenniferGroup President and CMOSell161$372.79$60K
2026-08-03
filed 2026-08-05
Vecchio JenniferGroup President and CMOSell147$371.58$55K
2026-08-03
filed 2026-08-05
Vecchio JenniferGroup President and CMOSell145$369.26$54K
2026-07-01
filed 2026-07-06
Vecchio JenniferGroup President and CMOSell520$316.51$165K
2026-07-01
filed 2026-07-06
Vecchio JenniferGroup President and CMOSell443$315.64$140K
2026-07-01
filed 2026-07-06
Vecchio JenniferGroup President and CMOSell281$313.08$88K
2026-07-01
filed 2026-07-06
Vecchio JenniferGroup President and CMOSell210$318.23$67K
2026-07-01
filed 2026-07-06
Vecchio JenniferGroup President and CMOSell91$311.91$28K
2026-07-01
filed 2026-07-06
Vecchio JenniferGroup President and CMOSell84$310.10$26K
2026-07-01
filed 2026-07-06
Vecchio JenniferGroup President and CMOSell49$319.02$16K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
2.2M
settled 2026-08-14
Change vs prior
-19.9%
vs previous settlement
Days to cover
3.02
at avg daily volume
Avg daily volume
719.6K
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-142.2M-19.9%3.02
2026-07-312.7M+2.4%4.14
2026-07-152.7M+0.3%4.66
2026-06-302.6M+5.3%3.61
2026-06-152.5M+30.8%2.92
2026-05-291.9M-15.8%1.37
2026-05-152.3M-19.4%3.44
2026-04-302.8M+4.6%5.57

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$11.55B$10.62B$9.71B$8.68B$9.31B
Gross profit$5.06B$4.59B$4.12B$3.51B$3.87B
Operating income
Net income$610.2M$503.6M$339.6M$230.1M$230.1M
Diluted EPS$9.51$7.80$5.23$3.49$6.00

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2025FY2024FY2023FY2022FY2021
Cash and equivalents$1.23B$994.7M$925.4M$872.6M$1.09B
Current assets$2.77B$2.63B$2.33B$2.28B$2.55B
Total assets$9.92B$8.77B$7.71B$7.27B$7.09B
Current liabilities$2.25B$2.27B$2.03B$1.91B$1.95B
Long-term debt$2.01B$1.54B$1.39B$1.46B$1.54B
Total liabilities$8.11B$7.40B$6.71B$6.47B$6.33B
Total equity$1.81B$1.37B$996.9M$794.9M$760.4M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$1.23B$863.4M$868.7M$596.4M$833.2M
Capital expenditure$1.06B$880.4M$492.6M$447.4M$352.5M
Free cash flow$171.6M$-17.0M$376.1M$149.0M$480.7M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2026$3.00B11.0%$184.3M$2.88
Q1 FY2026$2.85B14.1%$114.7M$1.79
Q4 FY2025$3.64B11.3%$310.4M$4.82
Q3 FY2025$2.71B7.1%$104.8M$1.63
Q2 FY2025$2.70B9.7%$94.2M$1.47
Q1 FY2025$2.50B6.1%$100.8M$1.58
Q4 FY2024$3.27B4.8%$260.8M$4.00
Q3 FY2024$2.53B10.6%$90.6M$1.40

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorConsumer Discretionary
SIC industryRetail-Department Stores
Latest annual periodFY2025 (ended January 31, 2026)
Latest reported quarterQ2 FY2026 (ended August 1, 2026)
Oldest indexed filing2014
SEC CIK1579298

Selected SEC filings

10-K2026-03-19
View on EDGAR →
10-K2025-03-17
View on EDGAR →
10-Q2026-08-27
View on EDGAR →
10-Q2026-05-28
View on EDGAR →
10-Q2025-11-25
View on EDGAR →
10-Q2025-08-28
View on EDGAR →
8-K2026-08-27
View on EDGAR →
8-K2026-08-04
View on EDGAR →

Largest Consumer Discretionary peers

All Consumer Discretionary companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.