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BRP (Bombardier Recreational Products)

DOO · Consumer Discretionary

Last earnings Sep 3, 2026

Key results

Revenuefull-year

$2,236.8 million

Revenues of $2,236.8 million, an increase of 18.5% compared to last year, primarily driven by higher ORV shipments and favourable SSV mix

SEC original ↗BRP (Bombardier Recreational Products) — Earnings release (6-K exhibit)EX-99Sep 3, 2026

AI analysis

Q3 2026 · reported Sep 3, 2026

Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held

Revenue · Full year
$2,236.8M
EX-99 · Sep 3, 2026

Headline figures

MetricFull yearPrior yearYear ago
Revenue$2,236.8 million——

EX-99 · Sep 3, 2026

Guidance · company-stated

Direction: Raised

Revenue

“67 per share, compared to last year; North American Powersports retail sales increased by 1% compared to last year; Market share gains for ORV in North America; Increasing full year-end guidance for Normalized diluted earnings per share [1][2] at $4.”

Revenue

“5 ) Basic Weighted Average Number of Shares 72,756,365 73,040,187 72,950,539 73,036,072 Diluted Weighted Average Number of Shares [4] 72,756,365 73,616,757 72,950,539 73,569,234 FISCAL YEAR 2027 REVISED GUIDANCE & OUTLOOK The Company has increased its FY27 guidance as follows, which supersedes all prior financial guidance statements made by the Company: Financial Metric FY26 FY27 Guidance [6] Revenues Year-Round Products $4,802.”

EPS

“1M in FY26) Capital Expenditures: ~$390M (Compared to $341M in FY26) FY27 Quarterly Outlook [6] The Company expects Q3 Fiscal 2027 Normalized diluted earnings per share [1] to be down approximately 50% to 60% versus the same three-month period in Fiscal 2026, mainly due to the increased tariff impact.”

Company outlook — Raised

“Given our strong performance in ORV leading to additional market share gains, and reduced net tariff costs, we are raising our full-year guidance, said Denis Le Vot, President and CEO of BRP.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Dividend$231.7M
Capex$126.2M

During the six-month period ended July 31, 2026, the Company also returned $231.7 million to its shareholders through quarterly dividend payouts and share repurchase programs.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

The complete financial results are available on SEDAR+ and EDGAR as well as in the section Quarterly Reports of BRP s website

Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “67 per share, compared to last year; North American Powersports retail sales increased by 1% compared to last year; Market share gains for ORV in North America; Increasing full year-end guidance for Normalized diluted earnings per share [1][2] at $4.”

Revenue: “5 ) Basic Weighted Average Number of Shares 72,756,365 73,040,187 72,950,539 73,036,072 Diluted Weighted Average Number of Shares [4] 72,756,365 73,616,757 72,950,539 73,569,234 FISCAL YEAR 2027 REVISED GUIDANCE & OUTLOOK The Company has increased its FY27 guidance as follows, which supersedes all prior financial guidance statements made by the Company: Financial Metric FY26 FY27 Guidance [6] Revenues Year-Round Products $4,802.”

EPS: “1M in FY26) Capital Expenditures: ~$390M (Compared to $341M in FY26) FY27 Quarterly Outlook [6] The Company expects Q3 Fiscal 2027 Normalized diluted earnings per share [1] to be down approximately 50% to 60% versus the same three-month period in Fiscal 2026, mainly due to the increased tariff impact.”

Revenue — Raised (“increased”)
“67 per share, compared to last year; North American Powersports retail sales increased by 1% compared to last year; Market share gains for ORV in North America; Increasing full year-end guidance for Normalized diluted earnings per share [1][2] at $4.”

Company outlook — Raised (“raising”)
“Given our strong performance in ORV leading to additional market share gains, and reduced net tariff costs, we are raising our full-year guidance, said Denis Le Vot, President and CEO of BRP.”

Revenue — Raised (“increased”)
“5 ) Basic Weighted Average Number of Shares 72,756,365 73,040,187 72,950,539 73,036,072 Diluted Weighted Average Number of Shares [4] 72,756,365 73,616,757 72,950,539 73,569,234 FISCAL YEAR 2027 REVISED GUIDANCE & OUTLOOK The Company has increased its FY27 guidance as follows, which supersedes all prior financial guidance statements made by the Company: Financial Metric FY26 FY27 Guidance [6] Revenues Year-Round Products $4,802.”

EPS — Raised (“increased”)
“1M in FY26) Capital Expenditures: ~$390M (Compared to $341M in FY26) FY27 Quarterly Outlook [6] The Company expects Q3 Fiscal 2027 Normalized diluted earnings per share [1] to be down approximately 50% to 60% versus the same three-month period in Fiscal 2026, mainly due to the increased tariff impact.”

Classified from the release's primary full-year outlook statement.

Capital allocation

During the six-month period ended July 31, 2026, the Company also returned $231.7 million to its shareholders through quarterly dividend payouts and share repurchase programs.

SEC original ↗BRP (Bombardier Recreational Products) — Earnings release (6-K exhibit)EX-99Sep 3, 2026

Dividend On September 2, 2026, the Company s Board of Directors declared a quarterly dividend of $0.25 per share for holders of its multiple voting shares and subordinate voting shares.

SEC original ↗BRP (Bombardier Recreational Products) — Earnings release (6-K exhibit)EX-99Sep 3, 2026

The dividend will be paid on October 13, 2026 to shareholders of record at the close of business on September 29, 2026.

SEC original ↗BRP (Bombardier Recreational Products) — Earnings release (6-K exhibit)EX-99Sep 3, 2026

denominated long-term debt and increased operating expenses.

SEC original ↗BRP (Bombardier Recreational Products) — Earnings release (6-K exhibit)EX-99Sep 3, 2026

denominated long-term debt and to a higher income tax expense.

SEC original ↗BRP (Bombardier Recreational Products) — Earnings release (6-K exhibit)EX-99Sep 3, 2026

The Company invested $126.2 million of its liquidity in capital expenditures for the introduction of new products and modernization of the Company s software infrastructure to support future growth.

SEC original ↗BRP (Bombardier Recreational Products) — Earnings release (6-K exhibit)EX-99Sep 3, 2026

Strategy & priorities

Looking ahead, we remain focused on navigating through the volatile geopolitical and trade environment and advancing our long-term growth prospects.

SEC original ↗BRP (Bombardier Recreational Products) — Earnings release (6-K exhibit)EX-99Sep 3, 2026

Our recent Club BRP dealer event allowed us to showcase innovative initiatives that strengthen our competitive position, including a commitment to releasing major off-road product news every six months for the next four years.

SEC original ↗BRP (Bombardier Recreational Products) — Earnings release (6-K exhibit)EX-99Sep 3, 2026

Forward-looking statements are presented for the purpose of assisting readers in understanding certain key elements of the Company s current objectives, goals, targets, strategic priorities, expectations and plans, and in obtaining a better understanding of the Company s business and anticipated operating environment.

SEC original ↗BRP (Bombardier Recreational Products) — Earnings release (6-K exhibit)EX-99Sep 3, 2026

tariffs currently in effect; however, they do not fully incorporate the potential expansion of U.

SEC original ↗BRP (Bombardier Recreational Products) — Earnings release (6-K exhibit)EX-99Sep 3, 2026

Risks & headwinds

Given our strong performance in ORV leading to additional market share gains, and reduced net tariff costs, we are raising our full-year guidance, said Denis Le Vot, President and CEO of BRP.

SEC original ↗BRP (Bombardier Recreational Products) — Earnings release (6-K exhibit)EX-99Sep 3, 2026

Gross profit and gross profit margin decreased compared to last year, primarily due to the impacts of Section 232 tariffs on Steel, Aluminum and Copper imports into the United States, as well as the effect of a supplier financial restructuring.

SEC original ↗BRP (Bombardier Recreational Products) — Earnings release (6-K exhibit)EX-99Sep 3, 2026

BRP cautions that its assumptions may not materialize, and that the currently challenging macroeconomic and geopolitical environments in which it evolves, including specifically the uncertainty around the potential evolution of tariffs, duties and other trade restrictions (and any retaliatory measures), as well as the ongoing instability in the Middle East and its potential negative impact on the global economy, may render such assumptions, although believed reasonable at the time they were made, subject to greater uncertainty.

SEC original ↗BRP (Bombardier Recreational Products) — Earnings release (6-K exhibit)EX-99Sep 3, 2026

tariffs currently in effect; however, they do not fully incorporate the potential expansion of U.

SEC original ↗BRP (Bombardier Recreational Products) — Earnings release (6-K exhibit)EX-99Sep 3, 2026

tariffs, including tariffs on all imports from Canada and Mexico, and potential retaliatory tariffs.

SEC original ↗BRP (Bombardier Recreational Products) — Earnings release (6-K exhibit)EX-99Sep 3, 2026

New and existing tariffs could significantly affect the outlooks for economic growth, consumer spending, inflation and the Canadian dollar.

SEC original ↗BRP (Bombardier Recreational Products) — Earnings release (6-K exhibit)EX-99Sep 3, 2026

Documents

Earnings deck slides

0 decks with slide view

BRP (Bombardier Recreational Products) — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Amazon (AMZN) Consumer DiscretionaryTesla, Inc. (TSLA) Consumer DiscretionaryAlibaba Group (BABA) Consumer DiscretionaryeBay Inc. (EBAY) Consumer DiscretionaryToyota Motor (TM) Consumer DiscretionaryO'Reilly Automotive (ORLY) Consumer DiscretionaryLi Auto Inc. (LI) Consumer DiscretionaryV F Corp (VFC) Consumer Discretionary

Filings

74 documents

Earnings releases

8 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for BRP (Bombardier Recreational Products) are held in this edition of the library.

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