Burlington Stores, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Burlington Stores, Inc. (NYSE:BURL) investors will be delighted, with the company turning in some strong numbers with its latest results. The company beat forecasts, with revenue of US$2.5b, some 2.0% above estimates, and statutory earnings per share (EPS) coming in at US$1.15, 37% ahead of expectations. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

View our latest analysis for Burlington Stores

Following the latest results, Burlington Stores' 16 analysts are now forecasting revenues of US$10.7b in 2025. This would be an okay 4.1% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to ascend 11% to US$7.58. In the lead-up to this report, the analysts had been modelling revenues of US$10.6b and earnings per share (EPS) of US$7.33 in 2025. So the consensus seems to have become somewhat more optimistic on Burlington Stores' earnings potential following these results.

The analysts have been lifting their price targets on the back of the earnings upgrade, with the consensus price target rising 9.9% to US$308. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. Currently, the most bullish analyst values Burlington Stores at US$354 per share, while the most bearish prices it at US$238. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. We can infer from the latest estimates that forecasts expect a continuation of Burlington Stores'historical trends, as the 8.4% annualised revenue growth to the end of 2025 is roughly in line with the 9.7% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 4.9% annually. So it's pretty clear that Burlington Stores is forecast to grow substantially faster than its industry.

The Bottom Line

The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Burlington Stores following these results. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have forecasts for Burlington Stores going out to 2027, and you can see them free on our platform here.

Don't forget that there may still be risks. For instance, we've identified 1 warning sign for Burlington Stores that you should be aware of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.