Investors in Burlington Stores, Inc. (NYSE:BURL) had a good week, as its shares rose 5.1% to close at US$216 following the release of its annual results. Burlington Stores reported US$9.7b in revenue, roughly in line with analyst forecasts, although statutory earnings per share (EPS) of US$5.23 beat expectations, being 4.0% higher than what the analysts expected. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.
Following the latest results, Burlington Stores' 19 analysts are now forecasting revenues of US$10.6b in 2025. This would be a notable 9.3% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to bounce 36% to US$7.21. In the lead-up to this report, the analysts had been modelling revenues of US$10.5b and earnings per share (EPS) of US$6.93 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 13% to US$238. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. Currently, the most bullish analyst values Burlington Stores at US$270 per share, while the most bearish prices it at US$126. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.
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 9.3% annualised revenue growth to the end of 2025 is roughly in line with the 8.9% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 5.2% per year. So it's pretty clear that Burlington Stores is forecast to grow substantially faster than its industry.
The Bottom Line
The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around Burlington Stores' earnings potential next year. 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.
It is also worth noting that we have found 1 warning sign for Burlington Stores that you need to take into consideration.
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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.