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Side-by-side financial comparison of Burlington Stores, Inc. (BURL) and Expand Energy (EXE). Click either name above to swap in a different company.
Expand Energy is the larger business by last-quarter revenue ($3.3B vs $2.7B, roughly 1.2× Burlington Stores, Inc.). Expand Energy runs the higher net margin — 16.9% vs 3.9%, a 13.0% gap on every dollar of revenue. On growth, Expand Energy posted the faster year-over-year revenue change (63.5% vs 7.1%). Expand Energy produced more free cash flow last quarter ($215.0M vs $-109.6M). Over the past eight quarters, Expand Energy's revenue compounded faster (29.6% CAGR vs -6.9%).
Burlington, formerly known as Burlington Coat Factory, is an American national off-price retailer, and a division of Burlington Coat Factory Warehouse Corporation with more than 1,138 stores in 46 states and Puerto Rico, with its corporate headquarters located in Burlington Township, New Jersey. In 2007, it was acquired by Bain Capital in a transaction and in 2008, Tom Kingsbury became president and CEO. The company went public again in 2013. Burlington is the third largest off-price retailer...
Expand Energy Corporation is the largest independent natural gas producer in the U.S., based on net daily production. Headquartered in Oklahoma City, the company operates in the Appalachian Basin of the Marcellus Formation in Pennsylvania and West Virginia, as well as the Haynesville Shale in Northwestern Louisiana.
BURL vs EXE — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.7B | $3.3B |
| Net Profit | $104.8M | $553.0M |
| Gross Margin | 44.2% | — |
| Operating Margin | 5.1% | 22.8% |
| Net Margin | 3.9% | 16.9% |
| Revenue YoY | 7.1% | 63.5% |
| Net Profit YoY | 15.6% | 238.6% |
| EPS (diluted) | $1.63 | $2.33 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $2.7B | $3.3B | ||
| Q3 25 | $2.7B | $3.0B | ||
| Q2 25 | $2.5B | $3.7B | ||
| Q1 25 | $3.3B | $2.2B | ||
| Q4 24 | $2.5B | $2.0B | ||
| Q3 24 | $2.5B | $648.0M | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $3.1B | $1.1B |
| Q4 25 | $104.8M | $553.0M | ||
| Q3 25 | $94.2M | $547.0M | ||
| Q2 25 | $100.8M | $968.0M | ||
| Q1 25 | $260.8M | $-249.0M | ||
| Q4 24 | $90.6M | $-399.0M | ||
| Q3 24 | $73.8M | $-114.0M | ||
| Q2 24 | $78.5M | — | ||
| Q1 24 | $227.5M | $26.0M |
| Q4 25 | 44.2% | — | ||
| Q3 25 | 43.7% | — | ||
| Q2 25 | 43.8% | — | ||
| Q1 25 | 42.9% | — | ||
| Q4 24 | 43.9% | — | ||
| Q3 24 | 42.8% | — | ||
| Q2 24 | 43.5% | — | ||
| Q1 24 | 42.7% | — |
| Q4 25 | 5.1% | 22.8% | ||
| Q3 25 | 4.7% | 24.4% | ||
| Q2 25 | 5.3% | 34.4% | ||
| Q1 25 | 10.6% | -12.2% | ||
| Q4 24 | 4.7% | -19.3% | ||
| Q3 24 | 4.0% | -23.9% | ||
| Q2 24 | 4.7% | — | ||
| Q1 24 | 10.0% | 3.0% |
| Q4 25 | 3.9% | 16.9% | ||
| Q3 25 | 3.5% | 18.4% | ||
| Q2 25 | 4.0% | 26.2% | ||
| Q1 25 | 8.0% | -11.3% | ||
| Q4 24 | 3.6% | -19.9% | ||
| Q3 24 | 3.0% | -17.6% | ||
| Q2 24 | 3.3% | — | ||
| Q1 24 | 7.3% | 2.4% |
| Q4 25 | $1.63 | $2.33 | ||
| Q3 25 | $1.47 | $2.28 | ||
| Q2 25 | $1.58 | $4.02 | ||
| Q1 25 | $4.03 | $-1.06 | ||
| Q4 24 | $1.40 | $-2.15 | ||
| Q3 24 | $1.15 | $-0.85 | ||
| Q2 24 | $1.22 | — | ||
| Q1 24 | $3.51 | $0.18 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $584.1M | $616.0M |
| Total DebtLower is stronger | $2.0B | $5.0B |
| Stockholders' EquityBook value | $1.5B | $18.6B |
| Total Assets | $9.6B | $28.3B |
| Debt / EquityLower = less leverage | 1.32× | 0.27× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $584.1M | $616.0M | ||
| Q3 25 | $747.6M | $613.0M | ||
| Q2 25 | $371.1M | $731.0M | ||
| Q1 25 | $994.7M | $349.0M | ||
| Q4 24 | $857.8M | $317.0M | ||
| Q3 24 | $659.9M | $1.0B | ||
| Q2 24 | $742.3M | — | ||
| Q1 24 | $925.4M | $1.2B |
| Q4 25 | $2.0B | $5.0B | ||
| Q3 25 | $2.0B | $5.0B | ||
| Q2 25 | $1.6B | $5.1B | ||
| Q1 25 | $1.5B | $5.2B | ||
| Q4 24 | $1.5B | $5.7B | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.2B | — | ||
| Q1 24 | $1.4B | — |
| Q4 25 | $1.5B | $18.6B | ||
| Q3 25 | $1.4B | $18.1B | ||
| Q2 25 | $1.4B | $17.9B | ||
| Q1 25 | $1.4B | $17.2B | ||
| Q4 24 | $1.1B | $17.6B | ||
| Q3 24 | $1.1B | $10.2B | ||
| Q2 24 | $1.0B | — | ||
| Q1 24 | $996.9M | $10.7B |
| Q4 25 | $9.6B | $28.3B | ||
| Q3 25 | $9.3B | $27.6B | ||
| Q2 25 | $8.5B | $27.8B | ||
| Q1 25 | $8.8B | $27.9B | ||
| Q4 24 | $8.4B | $27.9B | ||
| Q3 24 | $7.8B | $13.4B | ||
| Q2 24 | $7.7B | — | ||
| Q1 24 | $7.7B | $14.0B |
| Q4 25 | 1.32× | 0.27× | ||
| Q3 25 | 1.40× | 0.28× | ||
| Q2 25 | 1.21× | 0.29× | ||
| Q1 25 | 1.12× | 0.30× | ||
| Q4 24 | 1.35× | 0.32× | ||
| Q3 24 | 1.15× | — | ||
| Q2 24 | 1.20× | — | ||
| Q1 24 | 1.40× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $143.3M | $956.0M |
| Free Cash FlowOCF − Capex | $-109.6M | $215.0M |
| FCF MarginFCF / Revenue | -4.1% | 6.6% |
| Capex IntensityCapex / Revenue | 9.3% | 22.6% |
| Cash ConversionOCF / Net Profit | 1.37× | 1.73× |
| TTM Free Cash FlowTrailing 4 quarters | $-358.5M | $1.8B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $143.3M | $956.0M | ||
| Q3 25 | $179.4M | $1.2B | ||
| Q2 25 | $-28.9M | $1.3B | ||
| Q1 25 | $543.2M | $1.1B | ||
| Q4 24 | $110.4M | $382.0M | ||
| Q3 24 | $160.4M | $422.0M | ||
| Q2 24 | $49.4M | — | ||
| Q1 24 | $598.5M | $552.0M |
| Q4 25 | $-109.6M | $215.0M | ||
| Q3 25 | $-101.0K | $426.0M | ||
| Q2 25 | $-438.6M | $665.0M | ||
| Q1 25 | $189.8M | $533.0M | ||
| Q4 24 | $-56.2M | $-154.0M | ||
| Q3 24 | $-35.2M | $124.0M | ||
| Q2 24 | $-115.5M | — | ||
| Q1 24 | $410.3M | $131.0M |
| Q4 25 | -4.1% | 6.6% | ||
| Q3 25 | -0.0% | 14.4% | ||
| Q2 25 | -17.5% | 18.0% | ||
| Q1 25 | 5.8% | 24.3% | ||
| Q4 24 | -2.2% | -7.7% | ||
| Q3 24 | -1.4% | 19.1% | ||
| Q2 24 | -4.9% | — | ||
| Q1 24 | 13.1% | 12.1% |
| Q4 25 | 9.3% | 22.6% | ||
| Q3 25 | 6.6% | 26.1% | ||
| Q2 25 | 16.4% | 17.8% | ||
| Q1 25 | 10.8% | 25.6% | ||
| Q4 24 | 6.6% | 26.8% | ||
| Q3 24 | 7.9% | 46.0% | ||
| Q2 24 | 7.0% | — | ||
| Q1 24 | 6.0% | 38.9% |
| Q4 25 | 1.37× | 1.73× | ||
| Q3 25 | 1.91× | 2.20× | ||
| Q2 25 | -0.29× | 1.37× | ||
| Q1 25 | 2.08× | — | ||
| Q4 24 | 1.22× | — | ||
| Q3 24 | 2.18× | — | ||
| Q2 24 | 0.63× | — | ||
| Q1 24 | 2.63× | 21.23× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BURL
Segment breakdown not available.
EXE
| Oil And Gas | $2.3B | 70% |
| Natural Gas Marketing Sales | $734.0M | 22% |
| Natural Gas Liquids Sales | $174.0M | 5% |
| Natural Gas Liquids Marketing Sales | $34.0M | 1% |
| Oil Marketing Sales | $31.0M | 1% |
