Burlington Stores, Inc.(BURL)— Stock Profile, AI Score & Financials
Consumer Discretionary · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Burlington Stores, Inc. (BURL) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores BURL at 65.2/100 on a 32-signal composite quality model, placing it at rank #495 of 2,961 stocks — the top 25% of the AI-ranked universe. BURL scores in the top quartile across revenue scale (88.2), balance sheet strength (78.7). Areas of concern include free cash flow (36.7), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Burlington Stores, Inc. reports quarterly revenue of $3.0B, net income of $184.3M, an operating margin of 8.1%. Top institutional holders of BURL by reported 13-F value include BlackRock, JPMORGAN CHASE, Capital International Investors, based on the most recent SEC filings. BURL trades on the NYSE exchange and files with the SEC under CIK 1579298. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BURL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Burlington Stores, Inc. directly from SEC EDGAR.
AI Quality Score
65.2/100
AI Rank
#495
Revenue
$3.0B
Net Income
$184.3M
Free Cash Flow
$29.5M
Operating Margin
8.1%
BURL key financials by period
Burlington Stores, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2026
10-K
$11.6B
$610.2M
7.1%
FY 2025
10-K
$10.6B
$503.6M
6.3%
FY 2024
10-K
$9.7B
$339.6M
4.8%
FY 2023
10-K
$8.7B
$230.1M
3.5%
FY 2022
10-K
$9.3B
$230.1M
5.9%
FY 2021
10-K
$5.8B
$-216.5M
-7.6%
Institutions holding BURL
Institutional investors reporting a position in Burlington Stores, Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-27 — Q2 FY2026 (quarter ended August 1, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Burlington Stores posted Q2 revenue of $3.0B, up 11% YoY, with net income of $184.3M versus $94.2M, driven by 2% comparable store growth and a $55.5M tariff refund benefit.
Biggest Revenue Drivers
Net sales$2,997.8M+11.0% YoY
Driven by 149 net new stores and 2% comparable store sales growth.
Other revenue$4.5M+11% YoY
Primarily rental income from store leases.
Biggest Revenue Drivers
Total revenue: $3.0B+11% YoY
Net sales$2,997.8M+11.0% YoY
Driven by 149 net new stores and 2% comparable store sales growth.
Other revenue$4.5M+11% YoY
Primarily rental income from store leases.
Largest Expense Items
Cost of sales$1,614.0M+6.2% YoY
Increased due to higher sales, but improved as a percentage of sales due to $55.5M tariff refunds and improved merchandise margin.
Selling, general and administrative expenses$1,019.2M+7.3% YoY
Increased primarily due to 149 net new stores, partially offset by occupancy and product sourcing cost improvements.
Depreciation and amortization$114.0M+20.1% YoY
Increase driven by new and non-comparable stores plus supply chain infrastructure investments.
Margins: Gross margin improved to 46.2% from 43.7%, driven by $55.5M in tariff refunds and improved merchandise margin. SG&A as a percentage of net sales decreased to 34.0% from 35.2%, benefiting from occupancy and sourcing leverage, though absolute expenses rose with store expansion.
Watch Items from the Filing
2027 Convertible Notes of $186.1M mature December 15, 2027; company exchanged $111M for $128.6M cash and shares in Q1 FY2026, incurring $14.6M inducement charge.
Reserve inventory was 43% of total at Q2 FY2026 versus 50% in prior year, indicating tighter merchandise flow management to chase sales trends.
Tariff refunds of $55.5M recognized in Q2 FY2026 following Supreme Court IEEPA ruling in February 2026; timing and materiality of future refunds uncertain.
Store count increased 149 net new stores (opened 91, closed 4, relocated 12) since end of Q2 FY2025; company targeting 100+ net new stores annually toward 2,000-store goal.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
