What To Expect From Burlington's (BURL) Q4 Earnings

Off-price retail company Burlington Stores (NYSE:BURL) will be announcing earnings results this Thursday before market open. Here’s what to look for.

Burlington met analysts’ revenue expectations last quarter, reporting revenues of $2.71 billion, up 7.1% year on year. It was a satisfactory quarter for the company, with a solid beat of analysts’ EBITDA estimates but revenue guidance for next quarter slightly missing analysts’ expectations.

This quarter, the market is expecting Burlington’s revenue to grow 9.5% year on year, improving from the 4.8% increase it recorded in the same quarter last year.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Burlington has missed Wall Street’s revenue estimates multiple times over the last two years.

Looking at Burlington’s peers in the general merchandise retail segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Ross Stores delivered year-on-year revenue growth of 12.2%, beating analysts’ expectations by 3.2%, and TJX reported revenues up 8.5%, topping estimates by 2.3%. TJX’s stock price was unchanged following the results.

Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. While some of the general merchandise retail stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.6% on average over the last month. Burlington is up 2.9% during the same time and is heading into earnings with an average analyst price target of $351.79 (compared to the current share price of $307.25).

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