Burlington Stores, Inc. BURL
Revenue Intelligence Report • 54 quarters of SEC filing data • Updated 2026-10-14 • Data through 2026-08-01
Burlington Stores, Inc.'s latest quarterly revenue is $3.0B for the period ending 2026-08-01. The model projects $13.8B across the next four quarters (+13.2% versus the preceding four quarters). The forecast uses SG&A data; model selection and estimation exclude the latest quarter, whose retrospective holdout error is 9.8%. These are statistical associations, not estimates of the causal effect of spending.
Investment Thesis
The ARDL forecast is based on reported revenue and SG&A data through 2026-08-01. Training MAPE measures fit to historical data; the separately reported holdout error measures a withheld quarter. Spending coefficients describe associations and do not establish causation.
Retrospective one-quarter holdout: model fitting and selection exclude this quarter. Historical inputs use the latest available restatements, so this is not a preserved real-time forecast.
Revenue Forecast
Quarterly Detail
| Quarter | Model Forecast | Actual | 95% Range | YoY Growth | Status |
|---|---|---|---|---|---|
| Q2 FY2027 Period end 2026-08-01 |
$3.29B | $3.00B | $3.04B–$3.54B | +21.8% | ✗ Outside range |
| Q3 FY2027 Period end 2026-11-01 |
$2.94B | $2.59B–$3.29B | +8.8% | ||
| Q4 FY2027 Period end 2027-02-01 |
$3.93B | $3.51B–$4.36B | +8.0% | ||
| Q1 FY2028 Period end 2027-05-01 |
$3.23B | $2.73B–$3.72B | +13.2% | ||
| Q2 FY2028 Period end 2027-08-01 |
$3.70B | $3.15B–$4.25B | +23.5% |
Seasonal Factors
| Fiscal Quarter | Seasonal Factor | vs Trend | Interpretation | Obs. |
|---|---|---|---|---|
| FQ1 (Mar–May) | 1.0063 | +0.6% | In line with trend | 13 |
| FQ2 (Jun–Aug) | 1.0253 | +2.5% | In line with trend | 12 |
| FQ3 (Sep–Nov) | 0.966 | -3.4% | -3.4% below trend | 12 |
| FQ4 (Dec–Feb) | 1.0425 | +4.2% | +4.2% above trend | 12 |
Spending and Revenue
Time-Varying Spending Associations
Current SG&A elasticity: 2.8252x
The model-term chart shows relative absolute term magnitudes. Its percentages are not shares of revenue or causal contributions to growth.
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