Burlington Stores reported fiscal second-quarter 2026 adjusted earnings of $2.37 per share, above the $2.18 consensus estimate, while revenue rose about 11% to $3.002 billion, slightly below expectations. GAAP net income nearly doubled to approximately $184 million, or $2.88 per share, and gross margin expanded 250 basis points to 46.2%. The company said a $55 million tariff-refund benefit would be reinvested in lower prices for shoppers. Shares fell 2.88% after Burlington forecast third-quarter adjusted earnings of $1.60-$1.70 per share, below the $2.03 consensus. It raised its full-year adjusted earnings outlook to $11.77-$11.97 per share and sales forecast to $12.724 billion-$12.839 billion, while planning about 115 net new stores and roughly $875 million in capital investments.