The earnings call reflected a mixed sentiment with strong financial performance and successful strategic initiatives like inventory reduction and new product launches, contrasted by significant challenges in retail performance and market dynamics. While the company is strategically positioned for future growth, current market conditions and noncurrent inventory challenges present significant hurdles.

Company Guidance

During the BRP Inc. Q3 fiscal year 2025 earnings call, the company provided guidance that reflects its strategic focus on core powersports activities following the decision to sell its marine businesses. The guidance highlighted expectations for full-year revenues between $7.6 billion and $7.8 billion, with normalized EBITDA projected to range from $1.020 billion to $1.070 billion, and normalized EPS anticipated to be between $4.25 and $4.75. BRP aims to meet its target of a 15% to 20% reduction in network inventory by the end of the fiscal year, having already achieved a 10% reduction. The company noted a decline in North American powersport retail by 11%, while international markets showed varied performance, with Latin America up 21%, EMEA down 19%, and Asia Pacific remaining flat. BRP remains confident in its ability to capture market opportunities, driven by a strong product lineup and improved inventory management.

Revenue and Earnings Above Expectations

Revenue reached $2 billion, normalized EBITDA was $264 million, and normalized EPS was $1.16, all above expectations.

Successful Inventory Reduction

Significant progress in inventory reduction with a 22% decrease in ORV inventory, achieving the objective one quarter ahead of plan.

Can-Am Electric Motorcycle Launch

Successful launch of the Can-Am electric motorcycle lineup, with production ramping up in December and shipments starting at the beginning of fiscal '26.

International Growth

Latin America retail up 21%, driven by strong performance in ORV and personal watercraft.

Strong Position in Watercraft Market

Ended the season with the #1 position in the personal watercraft industry and a market share above pre-COVID levels.

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BRP (DOOO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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DOOO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 30, 2018	2019 (Q2)	- / 0.46	0.125	266.67% (+0.33)	―	―
Nov 30, 2018	2019 (Q3)	- / 0.64	0.726	-12.38% (-0.09)	―	―
Mar 22, 2019	2019 (Q4)	- / 0.61	0.664	-8.33% (-0.06)	―	―
May 30, 2019	2020 (Q1)	- / 0.37	0.36	3.85% (+0.01)	―	―
Aug 29, 2019	2020 (Q2)	- / 0.49	0.457	7.58% (+0.03)	―	―
Nov 27, 2019	2020 (Q3)	- / 1.04	0.636	64.13% (+0.41)	―	―
Mar 20, 2020	2020 (Q4)	- / 0.77	0.609	27.27% (+0.17)	―	―
May 28, 2020	2021 (Q1)	- / 0.18	0.374	-51.85% (-0.19)	―	―
Aug 27, 2020	2021 (Q2)	- / 0.79	0.491	60.56% (+0.30)	―	―
Nov 25, 2020	2021 (Q3)	- / 1.47	1.045	41.06% (+0.43)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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DOOO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Dec 06, 2024	$48.38	$51.27	+5.97%
Sep 06, 2024	$65.72	$62.57	-4.79%
May 31, 2024	$65.84	$62.01	-5.82%
Mar 28, 2024	$63.01	$66.43	+5.43%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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