Burlington Stores, Inc.

NYSE:BURL 주식 리포트

시가총액: US$15.0b

Burlington Stores 향후 성장

Future 기준 점검 2/6

Burlington Stores (는) 각각 연간 14.3% 및 9.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 38% 로 예상됩니다.

핵심 정보

14.3%

이익 성장률

13.54%

EPS 성장률

Specialty Retail 이익 성장8.4%
매출 성장률9.1%
향후 자기자본이익률37.98%
애널리스트 커버리지

Good

마지막 업데이트31 Aug 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Sep 03

BURL: Tariff Refund Reinvestment And Burlington 2.0 Margin Plan Will Drive Upside

Analysts have trimmed their blended fair value estimate for Burlington Stores, with the price target easing from about $386 to roughly $364.75 as they factor in slightly lower growth and margin assumptions alongside mixed recent updates from Wall Street research. Analyst Commentary Recent Street research on Burlington Stores shows a split between analysts who see continued upside and those who see a more balanced risk and reward after the recent share move.
Seeking Alpha • Aug 27

Burlington Stores' Drop Was An Overreaction

Summary Burlington Stores, Inc. reported strong Q2 2026 growth in revenue, profits, and cash flow, but shares dropped 7.6% on a revenue miss. BURL raised full-year 2026 guidance for both revenue (now 10–11% growth) and adjusted EPS ($11.77–$11.97), reflecting ongoing operational momentum. Store expansion remains robust, with 1,287 locations (up 13.1% YoY), but comparable sales growth slowed to 2% versus 5% last year. Despite positive fundamentals and improved outlook, BURL stock trades at fair value; I maintain a 'hold' rating due to lack of valuation discount. Read the full article on Seeking Alpha
내러티브 업데이트 • Aug 20

BURL: Burlington 2.0 And Store Expansion Will Drive Off Price Upside

Burlington Stores' analyst fair value estimate has been raised by about $10 to $386, with analysts pointing to higher price targets across the Street. These targets are supported by expectations for solid Q2 results, ongoing margin progress, and the relative appeal of the off-price model within softlines retail.
내러티브 업데이트 • Aug 06

BURL: Burlington 2.0 And Store Expansion Will Guide Balanced Risk Reward

Burlington Stores' analyst-derived fair value estimate has edged up to $375.88 from $367.07 as analysts weigh a mix of higher price targets above $400 and some resets closer to $350, reflecting differing views on valuation, off-price retail strength and the Burlington 2.0 plan. Analyst Commentary Recent research on Burlington Stores shows a mix of enthusiasm for the off price model and the Burlington 2.0 plan, alongside some caution on valuation and execution risks after the stock's move and recent earnings reactions.
내러티브 업데이트 • Jun 24

BURL: Burlington 2.0 And Store Expansion Will Shape Balanced Risk Reward

Analysts have slightly adjusted their average price target on Burlington Stores, reflecting a mix of higher and lower individual targets that now range from about $310 to $435 after Q1 results. The changes are largely based on views of margin expansion potential, the Burlington 2.0 initiatives, and ongoing cost and competitive pressures.
내러티브 업데이트 • Jun 09

BURL: Burlington 2.0 Execution And Margin Expansion Will Support Bullish Outlook

Analysts now estimate Burlington Stores' fair value at approximately $367.07. Price target revisions are clustered in the mid to high $300s, as analysts weigh confidence in margin expansion and the Burlington 2.0 plan against updated assumptions for valuation multiples, costs, and earnings trajectories.
내러티브 업데이트 • May 26

BURL: Off Price Execution And Store Expansion Will Support Bullish 2026 Outlook

The analyst price target for Burlington Stores was updated slightly lower to $367.40. Analysts cited refreshed retail models following Q4 and Q1 updates that incorporate Burlington 2.0 execution, off-price channel tailwinds, and store expansion plans, along with ongoing competition and exposure to lower-income shoppers.
내러티브 업데이트 • Apr 24

BURL: Off Price Model And Store Expansion Will Drive Bullish 2026 Outlook

Analysts have raised the average Burlington Stores price target by a few dollars into the mid to high $300s, citing the recent Q4 beat, higher outer year EPS estimates, and confidence in the company’s off price model, store expansion plans, and outlook into 2026. Analyst Commentary Recent research reads as broadly constructive on Burlington Stores, with a cluster of higher price targets anchored in a strong Q4 report, updated earnings models, and a more confident outlook into 2026.
내러티브 업데이트 • Apr 08

BURL: Off Price Model And Store Expansion Will Support Bullish 2026 Outlook

Analysts have nudged Burlington Stores' blended price target higher into the mid to high $360s, citing a broad wave of raised targets tied to a solid Q4 beat, higher outer-year EPS estimates, and confidence in the company's off-price model and store expansion plans. Analyst Commentary Street research around Burlington Stores is clustered in a positive camp, with a wide set of bullish analysts lifting price targets into a tighter band in the mid to high $360s and some outliers above $390.
내러티브 업데이트 • Mar 25

BURL: Off Price Model And Store Expansion Will Support Stronger 2026 Earnings Path

Analysts have lifted their average price targets on Burlington Stores into a roughly $365 to $400 range, citing a strong Q4 beat, higher earnings estimates, and growing confidence in the company’s off-price model and 2026 outlook. Analyst Commentary Recent research updates show a cluster of higher valuation targets for Burlington Stores following the Q4 report, with many firms pointing to both execution in the latest quarter and management’s 2026 outlook as key drivers behind their revised views.
내러티브 업데이트 • Mar 09

BURL: Store Expansion And Margin Outlook Support More Confident 2026 Earnings Path

The analyst price target for Burlington Stores has moved from about $343 to $371, as analysts point to a stronger Q4 performance, an improved margin outlook, and a more confident multi-year earnings path supported by store growth and the off-price model. Analyst Commentary Recent research updates cluster around a similar message: Q4 results came in ahead of expectations, and that is feeding into higher earnings estimates and meaningfully higher price targets for Burlington Stores.
내러티브 업데이트 • Feb 23

BURL: Store Expansion And Mixed Margin Outlook Set Up Balanced 2026 Prospects

Narrative Update The analyst price target for Burlington Stores has been adjusted higher to $343.07 from $339.29 as analysts factor in updated sector views, mixed but generally constructive rating changes, and revised assumptions for discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent research updates on Burlington Stores show a mix of optimism and caution, with several firms revising price targets and ratings as they reassess the company’s execution, earnings outlook, and sensitivity to retail trends.
분석 기사 • Feb 15

Why Investors Shouldn't Be Surprised By Burlington Stores, Inc.'s (NYSE:BURL) P/E

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
내러티브 업데이트 • Feb 09

BURL: New Store Expansion And Flat Margins Shape A Balanced Outlook

Analysts have made a modest tweak to their Burlington Stores outlook, with the blended price target edging higher into the low US$330s. This reflects mixed target changes across firms and expectations for steady top line trends, flat EBIT margins on low single digit comps, and continued benefits from tax refunds and new store growth.
내러티브 업데이트 • Jan 26

BURL: Margin Expansion And New Store Growth Will Drive Future Upside

Narrative Update: Burlington Stores (BURL) Analysts have made modest shifts to their Burlington Stores outlook, with recent price targets ranging from about $315 to $350. These targets reflect mixed views on near term headwinds, margin and unit growth investment, and expectations for continued consumer resilience in off price retail into 2026.
내러티브 업데이트 • Jan 11

BURL: Margin Expansion And New Store Openings Will Support Future Upside

Analysts have nudged their fair value estimate for Burlington Stores higher to about $339 from roughly $336, reflecting updated assumptions for faster revenue growth, slightly higher profit margins, and a lower future P/E multiple, supported by a mix of increased and trimmed price targets across recent research. Analyst Commentary Recent research paints a mixed picture, with some analysts leaning more optimistic on Burlington Stores' long term setup and others flagging near term execution and margin constraints.
내러티브 업데이트 • Dec 20

BURL: Margin Expansion From New Store Growth Will Drive Future Upside

Analysts have trimmed their average price target on Burlington Stores by roughly $20 to the low $300s, citing tougher near term comparisons, incrementally higher operating and interest costs, and more conservative margin expectations, even as they point to ongoing benefits from unit growth and improving near term trends. Analyst Commentary Analyst reactions to the latest results reflect a mix of confidence in Burlington Stores long term growth algorithm and caution around near term execution risks and margin trajectory.
내러티브 업데이트 • Dec 06

BURL: Margin Expansion And Store Openings Will Drive Multi Year Upside

Analysts have modestly trimmed their price targets for Burlington Stores, reflecting a roughly $30 to $35 reduction to the mid-$310s range as they factor in softer near-term comps, a slightly lower profit margin outlook, and increased investment-driven expenses, while still seeing constructive long-term growth and margin expansion opportunities. Analyst Commentary Burlington Stores recent earnings and updated outlook have prompted a recalibration of expectations, with targets edging lower but ratings remaining broadly positive as analysts balance near term execution risk against a still compelling multi year growth story.
내러티브 업데이트 • Nov 22

BURL: Momentum From Margin Expansion Will Drive Performance Into Year End

The average analyst price target for Burlington Stores has been modestly lowered to $345.94 from $351.75, as analysts cite strong second-quarter performance, ongoing margin expansion, and improved revenue growth while also acknowledging challenges such as tariff pressures. Analyst Commentary Following the release of Burlington Stores’ second-quarter financial results, analysts across several research firms have updated their perspectives and price targets.
분석 기사 • Oct 09

Burlington Stores (NYSE:BURL) Is Looking To Continue Growing Its Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
내러티브 업데이트 • Aug 29

Opening 101 New Stores In 2024 Will Expand Presence In The Specialty Retail Market

Driven by stronger-than-expected Q2 results, robust +5% comps, resilient margin performance, and effective tariff mitigation, analysts have raised Burlington Stores’ consensus price target from $326.44 to $337.06. Analyst Commentary Q2 results exceeded expectations across all key metrics, leading to raised fiscal 2025 outlooks despite tariff headwinds.
Seeking Alpha • Mar 06

Burlington Stores: Delivering In An Uncertain Time

Summary Burlington Stores, Inc. delivered strong Q4 earnings, with total revenues up 5% and comparable store sales increasing 6%, significantly beating guidance and estimates. Gross profit margin improved to 42.9%, with adjusted net income surging to $267 million, translating to a $0.36 EPS beat versus estimates. The balance sheet remains healthy, with $1.82 billion in liquidity and no borrowings on the ABL facility, supporting share repurchases and EPS boosts. Fiscal 2025 outlook is mixed but positive, with revenue growth of 6%-8% and an EPS target of $8.70-$9.35, justifying a hold rating for BURL shares despite high valuation. Read the full article on Seeking Alpha
Seeking Alpha • Nov 28

Burlington Stores: No Signs Of Demand Slowdown

Summary I recommend a buy rating for Burlington Stores stock due to strong demand, solid 3Q24 results, and a positive outlook for FY24. BURL reported 10.5% sales growth, margin improvements, and raised its FY24 EPS guidance. Favorable macro conditions, including elevated rates and value-conscious consumer behavior, support BURL's strong demand outlook and potential for continued multiple expansion. Read the full article on Seeking Alpha
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새로운 내러티브 • Sep 02

Expanding Stores, Enhancing Margins, And Overcoming Economic Hurdles

Expansion through new store openings and relocations is set to elevate sales and revenues, backed by a strategic focus on better brand offerings.
Seeking Alpha • Aug 29

Burlington Stores: Poised For Next Leg Of Growth

Summary Burlington has shown strong traction in executing its business model, driving better foot traffic and margin growth. Company is likely to deliver another strong Q2 and have another beat and raise quarter. Burlington's valuation is attractive on a PEG basis, trading at 0.75x compared to peers, with potential for 25% EPS growth over the next three years. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:BURL - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
1/31/202915,4201,0243931,8695
1/31/202813,9758575691,39716
1/31/202712,8297393621,29116
8/1/202612,2087144131,415N/A
5/2/202611,9116243831,322N/A
1/31/202611,5596101721,231N/A
11/1/202511,188561-358837N/A
8/2/202511,008546-305804N/A
5/3/202510,768526-340785N/A
2/1/202510,626504-17863N/A
11/2/202410,475470203919N/A
8/3/202410,2344283801,049N/A
5/4/20249,943385434996N/A
2/3/20249,718340376869N/A
10/28/20239,336297444857N/A
7/29/20239,087266356779N/A
4/29/20238,901247255691N/A
1/28/20238,693230149596N/A
10/29/20228,558167-219234N/A
7/30/20228,821163-161253N/A
4/30/20229,04925450437N/A
1/29/20229,313409481833N/A
10/30/20218,987443647944N/A
7/31/20218,3504388321,119N/A
5/1/20217,146288432714N/A
1/30/20215,756-216-54219N/A
10/31/20205,681-16615298N/A
8/1/20205,795-78-109189N/A
5/2/20206,44354N/A566N/A
2/1/20207,277465N/A892N/A
11/2/20197,063443N/A741N/A
8/3/20196,923424N/A703N/A
5/4/20196,770410N/A634N/A
2/2/20196,659415N/A640N/A
11/3/20186,606471N/A761N/A
8/4/20186,409439N/A701N/A
5/5/20186,272415N/A639N/A
2/3/20186,101385N/A607N/A
10/28/20175,849270N/A539N/A
7/29/20175,753257N/A578N/A
4/29/20175,645231N/A611N/A
1/28/20175,582216N/A616N/A
10/29/20165,454189N/A522N/A
7/30/20165,336172N/A438N/A
4/30/20165,220162N/A383N/A
1/30/20165,114150N/A339N/A
10/31/20155,058147N/A318N/A

애널리스트 향후 성장 전망

수입 대 저축률: BURL 의 연간 예상 수익 증가율(14.3%)이 saving rate(3.7%)보다 높습니다.

수익 vs 시장: BURL 의 연간 수익(14.3%)이 US 시장(17.2%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: BURL 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: BURL 의 수익(연간 9.1%)이 US 시장(연간 13.4%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: BURL 의 수익(연간 9.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: BURL의 자본 수익률은 3년 후 38%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/14 08:42
종가2026/09/11 00:00
수익2026/08/01
연간 수익2026/01/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

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산업 및 섹터 지표

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분석가 소스

Burlington Stores, Inc.는 29명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Mark AltschwagerBaird
Adrienne Yih-TennantBarclays
Brian McNamaraBerenberg