BRP Inc
TSX:DOO
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BRP Inc
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BRP Inc
BRP Inc., born out of the snowy landscapes of Quebec, has carved its niche in the exhilarating world of power sports and recreational vehicles. With roots tracing back to the iconic snowmobile pioneering Bombardier family, the company stands today as a force of innovation and engineering prowess. BRP’s product lineup is a tribute to adventure enthusiasts, offering a suite of vehicles that rev up the heartbeats of thrill-seekers. From Sea-Doo watercraft zipping over azure oceans to Can-Am off-road ATVs conquering rugged terrains, the company’s offerings are synonymous with freedom and adrenaline. In addition to recreational vehicles, BRP produces Rotax engines, known for their reliability and performance, which power not just its own creations, but also a variety of applications globally.
The company's financial engine purrs thanks to its strategic prowess in capturing the hearts and wallets of adventure lovers across a mix of recreational areas. BRP deftly combines cutting-edge design and robust performance, creating products that command loyalty and repeat business—a key to its thriving business model. The marketplace for BRP extends across continents, with an astute retail presence and a comprehensive dealer network ensuring that its high-octane machines reach enthusiasts worldwide. Moreover, BRP’s aftermarket products and accessories continue to bolster its revenue, offering consumers parts and gear to enhance or maintain their equipment. Through this blend of innovation, quality, and strategic reach, BRP has cemented its stature as a leader in powersports, with a business model that thrives on delivering intense experiences and robust performance to its ardent customers.
BRP Inc., born out of the snowy landscapes of Quebec, has carved its niche in the exhilarating world of power sports and recreational vehicles. With roots tracing back to the iconic snowmobile pioneering Bombardier family, the company stands today as a force of innovation and engineering prowess. BRP’s product lineup is a tribute to adventure enthusiasts, offering a suite of vehicles that rev up the heartbeats of thrill-seekers. From Sea-Doo watercraft zipping over azure oceans to Can-Am off-road ATVs conquering rugged terrains, the company’s offerings are synonymous with freedom and adrenaline. In addition to recreational vehicles, BRP produces Rotax engines, known for their reliability and performance, which power not just its own creations, but also a variety of applications globally.
The company's financial engine purrs thanks to its strategic prowess in capturing the hearts and wallets of adventure lovers across a mix of recreational areas. BRP deftly combines cutting-edge design and robust performance, creating products that command loyalty and repeat business—a key to its thriving business model. The marketplace for BRP extends across continents, with an astute retail presence and a comprehensive dealer network ensuring that its high-octane machines reach enthusiasts worldwide. Moreover, BRP’s aftermarket products and accessories continue to bolster its revenue, offering consumers parts and gear to enhance or maintain their equipment. Through this blend of innovation, quality, and strategic reach, BRP has cemented its stature as a leader in powersports, with a business model that thrives on delivering intense experiences and robust performance to its ardent customers.
Results: Fiscal '26 revenue of $8.4 billion, normalized EBITDA of $1.1 billion and normalized EPS of $5.21 — all above guidance; free cash flow was more than $900 million.
Q4 strength: Q4 revenue grew 16% to $2.5 billion; gross profit (ex-EV write-down) was $582 million with a 23.7% margin, and Q4 normalized EBITDA was $364 million (up 47%).
Retail & share gains: North American retail up 12% in Q4 with notable market share gains in ORV (SSV) and ATV; record Q4 ORV performance in Canada and very strong Defender HD11 demand.
Inventory & dealers: Dealer inventory down 17% YoY (28% vs two years) in North America and back to or below pre-COVID in ORV; company is adding dealers (notably in the U.S.).
Guidance & outlook: Fiscal '27 guidance: revenues +5% to +8%, normalized EBITDA +6% to +16%, normalized EPS $5.50–$6.50 (management expects to finish in the upper half, trending to $6.00–$6.50).
Risks & conservatism: Management widened guidance range to reflect recent geopolitical and macro uncertainty; downside scenario assumes a mid-single-digit industry decline and ~10% wholesale reduction in H2.
Costs & headwinds: Tariffs assumed flat year-over-year with a $90 million impact baked into guidance; increase in oil from $60 to $100/bbl is modeled as a ~60 bps margin headwind.
EV write-down & strategy: An impairment was recorded on EV/light mobility assets due to slower adoption; company will continue to sell existing EV products while capping annual financial impact at $25 million.
