<p>伯灵顿百货公司（Burlington Stores Inc.）纽约证券交易所代码：BURL 于 5 月 28 日发布了又一个超出预期的季度业绩，标志着其连续第 14 个季度实现双位数的盈利增长。</p>
<p>该公司还提高了全年业绩展望，因为折扣零售商继续受益于寻求优惠的预算意识消费者的需求。然而，这仍不足以让投资者满意，报告发布后股价大幅下跌。</p>
<p>获取 <strong>Burlington Stores</strong> 的提醒：</p>
<h2>伯灵顿业绩超出预期</h2>
<p>在本季度，该公司报告调整后的每股收益（EPS）为 2.01 美元，比去年同期的 1.60 美元增长了 26%，远高于华尔街预期的每股 1.77 美元。收入同比增长 14%，达到 28.6 亿美元，超过分析师预期超过 5700 万美元。</p>
<p>同店销售（comp）同比增长 6%，高于公司指导范围的 2% 至 4%，而毛利率扩大了 30 个基点，达到净销售的 44.1%。</p>
<p>在财报电话会议上，首席执行官迈克尔·奥沙利文（Michael O’Sullivan）指出：“这些结果进一步证明了我们在将销售增长持续转化为强劲的毛利扩张和盈利流入方面的卓越记录。”</p>
<h2>伯灵顿因强劲的折扣需求提高全年指引</h2>
<p>该公司还发布了第二季度的指引，并提高了全年销售和盈利展望。对于第二季度，伯灵顿预计同店销售增长为 1% 至 3%，总销售增长为 10% 至 12%。预计营业利润率同比将扩大 30 至 60 个基点，而调整后的每股收益预计在 2.05 美元至 2.20 美元之间。</p>
<p>对于全年，伯灵顿现在预计同店销售增长为 2% 至 4%，高于之前的 1% 至 3% 的指引。总销售预计增长 9% 至 11%，高于之前的 8% 至 10% 的展望，而调整后的每股收益预计在 11.45 美元至 11.80 美元之间，高于之前的 10.95 美元至 11.45 美元的预测。该公司还指出，现在预计净新店开设将为 115 家，高于之前的 110 家。</p>
<p>奥沙利文还讨论了更高的油价和中东冲突如何影响公司自上次财报电话会议以来的展望。尽管管理层对下半年的前景持乐观态度，但由于油价上涨及其对通货膨胀的潜在影响，管理层的看法比 3 月份更加谨慎。</p>
<p>尽管如此，奥沙利文表示，消费者环境的恶化可能对伯灵顿有利，如果购物者更加关注价值。“事实上，作为一家价值零售商，这可能会变成一个机会，” 他说。</p>
<h2>尽管季度业绩强劲和展望乐观，股价仍大幅下跌</h2>
<p>伯灵顿可能超出了华尔街的预期，但不一定符合市场的期望。在报告发布后，BURL 股票最初下跌近 8%，交易接近 300 美元，随后在随后的交易中恢复了大部分跌幅。</p>
<h3>伯灵顿百货公司（BURL）2026 年 6 月 1 日的价格走势图</h3>
<p>在财报发布前，该股票经历了多年的大幅上涨。在疫情高峰期正常化后，伯灵顿的股票在 2022 年 9 月交易约 110 美元。自那时以来，股票上涨了约 175%，包括过去一年超过 25% 的涨幅，使投资者对下一个超预期季度的期望提高。</p>
<p>财报后的抛售发生在伯灵顿股票在 4 月份创下 52 周高点超过 351 美元之后，可能表明在股票经历多年的上涨后出现了一些获利了结。这也可能表明投资者希望看到更强的同店销售增长和更强劲的同店销售展望。</p>
<p>在财报电话会议上，一位分析师质疑伯灵顿对盈利的关注是否导致其错失了在第一季度推动额外同店增长的机会。对此，奥沙利文表示：“我确实认为我们可能有机会放松一些限制，稍微在销售上变得更积极。”</p>
<h2>伯灵顿的抛售与折扣同行形成对比</h2>
<p>对伯灵顿业绩的反应与一些折扣同行截然不同，这些同行在发布超出预期的财报后股价上涨。</p>
<p>TJX Companies Inc.（纽约证券交易所代码：TJX）在 5 月 20 日发布近期业绩和收入超出预期后，股价上涨超过 5%；而 Ross Stores Inc.（纳斯达克代码：ROST）在两天后发布强劲的第一季度报告后上涨超过 8%。</p>
<p>在估值方面，这三只股票的市盈率（P/E）相似，伯灵顿的市盈率约为 34 倍，TJX 为 30 倍，Ross Stores 约为 32 倍。更广泛的零售行业的平均市盈率为 25 倍。</p>
<p>尽管伯灵顿在财报后的下跌，华尔街分析师对该股票仍然保持乐观。</p>
<p>在报告发布前，12 个月的平均目标价约为 357 美元，意味着从当前水平有超过 18% 的上涨空间。</p>
<p>该股票目前的共识评级为适度买入，基于 16 个买入评级和 5 个持有评级。351 美元的分析师共识目标价意味着约 8% 的潜在上涨空间。</p>
<p>虽然伯灵顿最新的季度业绩突显了折扣行业的持续强劲，但市场反应表明投资者可能希望看到同店销售的更强劲迹象。</p>
<p>尽管如此，在经济不确定性中，消费者仍然关注价值，如果寻求优惠的消费趋势持续，伯灵顿可能处于良好位置。</p>
<h2>你现在应该投资 1000 美元在伯灵顿百货吗？</h2>
<p>在你考虑投资伯灵顿百货之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其向客户推荐的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐现在购买，以便在更广泛的市场注意到之前……而伯灵顿百货并不在名单上。</p>
<p>虽然伯灵顿百货目前在分析师中被评为适度买入，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

伯灵顿百货

<p>伯灵顿百货超出第一季度的盈利和收入预期，因强劲的折扣需求而上调全年指引。然而，由于投资者寻求更高的同店销售增长，股价大幅下跌。公司报告的调整后每股收益为 2.01 美元，并上调了前景，指出预算紧张的消费者。尽管出现抛售，分析师们仍持乐观态度，给予中性买入的共识评级</p>

<p>Burlington Stores Inc. NYSE: BURL delivered another better-than-expected quarter on May 28, marking its 14th consecutive quarter of double-digit earnings growth.</p>
<div class="lb-trans"><p>伯灵顿百货公司（Burlington Stores Inc.）纽约证券交易所代码：BURL 于 5 月 28 日发布了又一个超出预期的季度业绩，标志着其连续第 14 个季度实现双位数的盈利增长。</p>
</div><p>The company also raised its full-year outlook as off-price retailers continue to benefit from demand among budget-conscious consumers seeking bargains. Still, it wasn't enough to satisfy investors, as shares fell sharply following the report.</p>
<div class="lb-trans"><p>该公司还提高了全年业绩展望，因为折扣零售商继续受益于寻求优惠的预算意识消费者的需求。然而，这仍不足以让投资者满意，报告发布后股价大幅下跌。</p>
</div><p>Get <strong>Burlington Stores</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>Burlington Stores</strong> 的提醒：</p>
</div><h2>Burlington Earnings Beat Expectations</h2>
<div class="lb-trans"><h2>伯灵顿业绩超出预期</h2>
</div><p>For the quarter, the company reported adjusted earnings per share (EPS) of $2.01, an increase of 26% from year-ago earnings of $1.60 and well above Wall Street’s expectations of $1.77 per share. Revenue rose 14% year over year (YOY) to $2.86 billion, topping analyst estimates by more than $57 million.</p>
<div class="lb-trans"><p>在本季度，该公司报告调整后的每股收益（EPS）为 2.01 美元，比去年同期的 1.60 美元增长了 26%，远高于华尔街预期的每股 1.77 美元。收入同比增长 14%，达到 28.6 亿美元，超过分析师预期超过 5700 万美元。</p>
</div><p>Comparable-store (comp) sales increased 6% YOY, above the company’s guided range of 2% to 4%, while gross margin expanded 30 basis points to 44.1% of net sales.</p>
<div class="lb-trans"><p>同店销售（comp）同比增长 6%，高于公司指导范围的 2% 至 4%，而毛利率扩大了 30 个基点，达到净销售的 44.1%。</p>
</div><p>On the earnings call, Chief Executive Michael O’Sullivan noted, “These results add to an already very impressive track record of consistently converting sales growth into strong margin expansion and earnings flow-through,” noted Chief Executive Michael O’Sullivan on the earnings call.</p>
<div class="lb-trans"><p>在财报电话会议上，首席执行官迈克尔·奥沙利文（Michael O’Sullivan）指出：“这些结果进一步证明了我们在将销售增长持续转化为强劲的毛利扩张和盈利流入方面的卓越记录。”</p>
</div><h2>Burlington Raises Full-Year Guidance on Strong Off-Price Demand</h2>
<div class="lb-trans"><h2>伯灵顿因强劲的折扣需求提高全年指引</h2>
</div><p>The company also issued second-quarter guidance and raised its full-year sales and earnings outlook. For Q2, Burlington expects comp sales growth of 1% to 3%, with total sales increasing 10% to 12%. Operating margin is expected to expand 30 to 60 basis points YOY, while adjusted EPS is forecast to be between $2.05 and $2.20.</p>
<div class="lb-trans"><p>该公司还发布了第二季度的指引，并提高了全年销售和盈利展望。对于第二季度，伯灵顿预计同店销售增长为 1% 至 3%，总销售增长为 10% 至 12%。预计营业利润率同比将扩大 30 至 60 个基点，而调整后的每股收益预计在 2.05 美元至 2.20 美元之间。</p>
</div><p>For the full year, Burlington now expects comp sales growth of 2% to 4%, up from prior guidance of 1% to 3%. Total sales are expected to rise 9% to 11%, up from the prior outlook of 8% to 10%, while adjusted EPS is projected between $11.45 and $11.80, above the previous forecast of $10.95 to $11.45. The company also noted it now expects its net new store openings to be 115, up from 110.</p>
<div class="lb-trans"><p>对于全年，伯灵顿现在预计同店销售增长为 2% 至 4%，高于之前的 1% 至 3% 的指引。总销售预计增长 9% 至 11%，高于之前的 8% 至 10% 的展望，而调整后的每股收益预计在 11.45 美元至 11.80 美元之间，高于之前的 10.95 美元至 11.45 美元的预测。该公司还指出，现在预计净新店开设将为 115 家，高于之前的 110 家。</p>
</div><p>O’Sullivan also discussed how higher oil prices and the conflict in the Middle East have influenced the company’s outlook since the previous earnings call. Burlington remains optimistic about the second half of the year, though management is taking a more cautious view than it did in March because of higher gas prices and the potential impact on inflation.</p>
<div class="lb-trans"><p>奥沙利文还讨论了更高的油价和中东冲突如何影响公司自上次财报电话会议以来的展望。尽管管理层对下半年的前景持乐观态度，但由于油价上涨及其对通货膨胀的潜在影响，管理层的看法比 3 月份更加谨慎。</p>
</div><p>Even so, O’Sullivan said a tougher consumer backdrop could work in Burlington’s favor if shoppers become more focused on value. &#34;In fact, as a value retailer, it could turn into an opportunity,&#34; he said.</p>
<div class="lb-trans"><p>尽管如此，奥沙利文表示，消费者环境的恶化可能对伯灵顿有利，如果购物者更加关注价值。“事实上，作为一家价值零售商，这可能会变成一个机会，” 他说。</p>
</div><h2>Shares Tumble Despite Strong Quarter and Better Outlook</h2>
<div class="lb-trans"><h2>尽管季度业绩强劲和展望乐观，股价仍大幅下跌</h2>
</div><p>Burlington may have cleared Wall Street’s estimates, but not necessarily the market’s expectations. After the report, BURL stock initially fell nearly 8%, trading near $300, before recovering much of that decline in subsequent trading.</p>
<div class="lb-trans"><p>伯灵顿可能超出了华尔街的预期，但不一定符合市场的期望。在报告发布后，BURL 股票最初下跌近 8%，交易接近 300 美元，随后在随后的交易中恢复了大部分跌幅。</p>
</div><h3>Burlington Stores, Inc. (BURL) Price Chart for Monday, June, 1, 2026</h3>
<div class="lb-trans"><h3>伯灵顿百货公司（BURL）2026 年 6 月 1 日的价格走势图</h3>
</div><p>Ahead of the earnings release, the stock had been on a major multiyear run. After normalizing from pandemic-era highs, Burlington shares were trading around $110 in September 2022. Since then, the stock has surged roughly 175%, including a gain of more than 25% over the past year, leaving investors with a higher bar for another beat-and-raise quarter.</p>
<div class="lb-trans"><p>在财报发布前，该股票经历了多年的大幅上涨。在疫情高峰期正常化后，伯灵顿的股票在 2022 年 9 月交易约 110 美元。自那时以来，股票上涨了约 175%，包括过去一年超过 25% 的涨幅，使投资者对下一个超预期季度的期望提高。</p>
</div><p>The post-earnings sell-off comes shortly after Burlington shares hit a 52-week high above $351 in April, potentially signaling some profit-taking following the stock’s multiyear run. It may also indicate that investors were looking for stronger comp sales growth and a more robust outlook for comparable-store sales.</p>
<div class="lb-trans"><p>财报后的抛售发生在伯灵顿股票在 4 月份创下 52 周高点超过 351 美元之后，可能表明在股票经历多年的上涨后出现了一些获利了结。这也可能表明投资者希望看到更强的同店销售增长和更强劲的同店销售展望。</p>
</div><p>During the earnings call, one analyst questioned whether Burlington’s focus on earnings may have caused it to miss opportunities to drive additional comp growth in Q1. In response, O’Sullivan said, “I do think that we may have an opportunity to loosen our belts a notch and get slightly more aggressive on sales.”</p>
<div class="lb-trans"><p>在财报电话会议上，一位分析师质疑伯灵顿对盈利的关注是否导致其错失了在第一季度推动额外同店增长的机会。对此，奥沙利文表示：“我确实认为我们可能有机会放松一些限制，稍微在销售上变得更积极。”</p>
</div><h2>Burlington Sell-Off Contrasts With Off-Price Peers</h2>
<div class="lb-trans"><h2>伯灵顿的抛售与折扣同行形成对比</h2>
</div><p>The reaction to Burlington’s earnings was very different from some of its off-price peers, whose shares moved higher following their own better-than-expected earnings reports.</p>
<div class="lb-trans"><p>对伯灵顿业绩的反应与一些折扣同行截然不同，这些同行在发布超出预期的财报后股价上涨。</p>
</div><p>Shares of TJX Companies Inc. NYSE: TJX rose more than 5% after the company's recent earnings and revenue beats on May 20, while Ross Stores Inc. NASDAQ: ROST gained more than 8% two days later following its strong Q1 report.</p>
<div class="lb-trans"><p>TJX Companies Inc.（纽约证券交易所代码：TJX）在 5 月 20 日发布近期业绩和收入超出预期后，股价上涨超过 5%；而 Ross Stores Inc.（纳斯达克代码：ROST）在两天后发布强劲的第一季度报告后上涨超过 8%。</p>
</div><p>In terms of valuation, the three stocks have similar price-to-earnings (P/E) ratios, with Burlington trading around 34x earnings, TJX at 30x, and Ross Stores at roughly 32x. The broader retail industry is trading at an average P/E ratio of 25x.</p>
<div class="lb-trans"><p>在估值方面，这三只股票的市盈率（P/E）相似，伯灵顿的市盈率约为 34 倍，TJX 为 30 倍，Ross Stores 约为 32 倍。更广泛的零售行业的平均市盈率为 25 倍。</p>
</div><p>Despite Burlington’s post-earnings decline, Wall Street analysts remain largely bullish on the stock.</p>
<div class="lb-trans"><p>尽管伯灵顿在财报后的下跌，华尔街分析师对该股票仍然保持乐观。</p>
</div><p>Ahead of the report, the average 12-month price target stood around $357, implying more than 18% upside from current levels.</p>
<div class="lb-trans"><p>在报告发布前，12 个月的平均目标价约为 357 美元，意味着从当前水平有超过 18% 的上涨空间。</p>
</div><p>The stock currently carries a Moderate Buy consensus rating, based on 16 Buy ratings and five Hold ratings. The $351 analyst consensus price target implies about an 8% potential upside.</p>
<div class="lb-trans"><p>该股票目前的共识评级为适度买入，基于 16 个买入评级和 5 个持有评级。351 美元的分析师共识目标价意味着约 8% 的潜在上涨空间。</p>
</div><p>While Burlington’s latest quarter highlighted the continued strength of the off-price sector, the market reaction suggests investors may have been hoping for more signs of strength in comparable-store sales.</p>
<div class="lb-trans"><p>虽然伯灵顿最新的季度业绩突显了折扣行业的持续强劲，但市场反应表明投资者可能希望看到同店销售的更强劲迹象。</p>
</div><p>Still, with consumers remaining focused on value amid economic uncertainty, Burlington could be well-positioned if bargain hunting continues to drive retail spending.</p>
<div class="lb-trans"><p>尽管如此，在经济不确定性中，消费者仍然关注价值，如果寻求优惠的消费趋势持续，伯灵顿可能处于良好位置。</p>
</div><h2>Should You Invest $1,000 in Burlington Stores Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在伯灵顿百货吗？</h2>
</div><p>Before you consider Burlington Stores, you'll want to hear this.</p>
<div class="lb-trans"><p>在你考虑投资伯灵顿百货之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Burlington Stores wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其向客户推荐的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐现在购买，以便在更广泛的市场注意到之前……而伯灵顿百货并不在名单上。</p>
</div><p>While Burlington Stores currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然伯灵顿百货目前在分析师中被评为适度买入，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

伯灵顿百货的盈利超出预期，但未能满足投资者的期望