Burlington Stores

Q2 FY2027 EarningsQ2 FY27 delivered a robust beat on the bottom line, with Adjusted EPS reaching $2.37 (excluding specific items), significantly exceeding the $2.19 consensus. While total revenue of $3,002M was slightly below the $3,290M consensus, comparable store sales grew 2%, and gross margins expanded 250 bps YoY to 46.2%, aided by a $55M tariff refund. Management raised full-year FY27 Adjusted EPS guidance to $11.77–$11.97, moving past market expectations despite planned reinvestment of tariff benefits.