BRP Q4 Earnings Call Highlights

1 week ago 6

MarketBeat

Thu, March 26, 2026 astatine 10:08 AM CDT 9 min read

BRP logo

BRP finished fiscal 2026 supra guidance with CAD 8.4 billion successful revenue, CAD 1.1 billion normalized EBITDA, normalized EPS of CAD 5.21 and escaped currency travel > CAD 900 million, ending the twelvemonth with > CAD 400 million successful cash, nett leverage 1.8x, a 16% dividend summation and continued share‑buyback activity.
Dealer inventories improved significantly—North American trader inventory was down 17% year‑over‑year (28% vs. 2 years)—while retail momentum (North America retail +12% successful the quarter) and caller exemplary launches drove market‑share gains crossed ORV, ATV and snowmobile segments.
For fiscal 2027 BRP gave a wider guidance range—revenue maturation 5–8%, normalized EBITDA maturation 6–16%, and EPS CAD 5.50–6.50—citing macro uncertainty but assuming a CAD 350–450 million destocking tailwind, ~CAD 750–800 million successful escaped currency flow, and an EV/light‑mobility impairment with a managed yearly interaction of CAD 25 million.
Interested successful BRP Inc.? Here are 5 stocks we similar better.

These 2 Powersports Stocks Can Rev Up Your Portfolio

BRP (NASDAQ:DOOO) reported a beardown decorativeness to fiscal 2026, with absorption highlighting improving retail trends, important inventory reductions successful its trader network, and results that came successful supra the company’s guidance. Executives besides outlined a wider-than-usual outlook scope for fiscal 2027, citing accrued macro uncertainty contempt continued momentum successful trader orders and retail demand.

During the call, BRP introduced its caller CEO, who said helium has spent his archetypal 2 months successful the relation gathering employees, visiting institution sites, and engaging with dealers and partners. He emphasized that BRP has a “culture of innovation and excellence” and described the institution arsenic good positioned arsenic a starring powersports OEM.

→ Active ETFs Surge Past Passive, and These Are successful the Lead

Management said BRP navigated fiscal 2026 amid a “volatile tariff environment” and a challenging competitory backdrop arsenic different OEMs worked done excess inventory. Despite those headwinds, the institution reported results supra its archetypal expectations and said it made advancement “right-sizing” web inventory. Leadership besides pointed to actions taken to fortify the business, including caller exemplary introductions, divestiture of 2 marine businesses, and the motorboat of its M28 strategical plan.

For the afloat fiscal year, BRP reported: