BRP Inc (DOOO) Q3 2025 Earnings Call Highlights: Navigating Market Challenges with Strategic ...

GuruFocus.com2024-12-07

Revenue: $2 billion. Normalized EBITDA: $264 million. Normalized EPS: $1.16. Inventory Reduction: Overall inventory down 10%; ORV inventory down 22%. North America Powersports Retail: Down 11%. EMEA ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2489217949?lang=en_US&edition=fundamental","thumbnail":"https://s.yimg.com/uu/api/res/1.2/agSOwxNgZc.FFetKE5sEKw--~B/aD01MDA7dz01MDA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/us.finance.gurufocus/0a72397c34438f8aa2c1bb061737d16b","is_english":true,"pubTime":"2024-12-07 15:00","share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","id":"2489217949","market":"us","top_or_hot":-1,"title":"BRP Inc (DOOO) Q3 2025 Earnings Call Highlights: Navigating Market Challenges with Strategic ...","media":"GuruFocus.com","content":"<div>\n<p>Revenue: $2 billion.\nNormalized EBITDA: $264 million.\nNormalized EPS: $1.16.\nInventory Reduction: Overall inventory down 10%; ORV inventory down 22%.\nNorth America Powersports Retail: Down 11%.\nEMEA ...</p>\n\n<a href=\"https://finance.yahoo.com/news/brp-inc-dooo-q3-2025-070043498.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BRP Inc (DOOO) Q3 2025 Earnings Call Highlights: Navigating Market Challenges with Strategic ...</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBRP Inc (DOOO) Q3 2025 Earnings Call Highlights: Navigating Market Challenges with Strategic ...\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-07 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/brp-inc-dooo-q3-2025-070043498.html><strong>GuruFocus.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Revenue: $2 billion.\nNormalized EBITDA: $264 million.\nNormalized EPS: $1.16.\nInventory Reduction: Overall inventory down 10%; ORV inventory down 22%.\nNorth America Powersports Retail: Down 11%.\nEMEA ...</p>\n\n<a href=\"https://finance.yahoo.com/news/brp-inc-dooo-q3-2025-070043498.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"DOOO","symbol_name":"BRP Inc.","start_time":0,"source_url":"https://finance.yahoo.com/news/brp-inc-dooo-q3-2025-070043498.html","article_id":"2489217949","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/agSOwxNgZc.FFetKE5sEKw--~B/aD01MDA7dz01MDA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/us.finance.gurufocus/0a72397c34438f8aa2c1bb061737d16b"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2489217949","pubTimestamp":1733554843,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Inventory Reduction: Overall inventory down 10%; ORV inventory down 22%.Year-Round Products Revenue: Down 12% to $1 billion.Seasonal Products Revenue: Down 29% to $616 million.Powersports Parts, Accessories, and Apparel Revenue: Down 6% to $303 million.Gross Profit: $430 million with a margin of 22%.Guidance for Fiscal Year: Revenue between $7.6 billion and $7.8 billion; Normalized EBITDA between $1.020 billion and $1.070 billion; Normalized EPS between $425 million and $475 million.GuruFocus has detected 4 Warning Sign with DOOO.For the complete transcript of the earnings call, please refer to the full earnings call transcript.BRP Inc  delivered results above expectations, driven by the timing of snowmobile shipments and tight management of operating expenses.The launch of the Can-Am electric motorcycle lineup is well underway, with production ramping up and shipments starting at the beginning of fiscal '26.BRP Inc  experienced a decline in North American powersports retail by 11%, wi","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"DOOO":"BRP Inc."},"translate_title":"BRP Inc(DOOO)2025年第三季度收益看涨期权亮点：通过战略应对市场挑战……","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DOOO":1},"content_text":"Revenue: $2 billion.\nNormalized EBITDA: $264 million.\nNormalized EPS: $1.16.\nInventory Reduction: Overall inventory down 10%; ORV inventory down 22%.\nNorth America Powersports Retail: Down 11%.\nEMEA Retail: Down 19%.\nLatin America Retail: Up 21%.\nAsia Pacific Retail: Flat on average.\nYear-Round Products Revenue: Down 12% to $1 billion.\nSeasonal Products Revenue: Down 29% to $616 million.\nPowersports Parts, Accessories, and Apparel Revenue: Down 6% to $303 million.\nGross Profit: $430 million with a margin of 22%.\nGuidance for Fiscal Year: Revenue between $7.6 billion and $7.8 billion; Normalized EBITDA between $1.020 billion and $1.070 billion; Normalized EPS between $425 million and $475 million.\n\n\nWarning! GuruFocus has detected 4 Warning Sign with DOOO.\n\nRelease Date: December 06, 2024\nFor the complete transcript of the earnings call, please refer to the full earnings call transcript.\n Positive Points \n\nBRP Inc (NASDAQ:DOOO) delivered results above expectations, driven by the timing of snowmobile shipments and tight management of operating expenses.\nThe company made significant progress in reducing network inventory, achieving a 22% reduction in ORV inventory, one quarter ahead of plan.\nBRP Inc (NASDAQ:DOOO) reported strong performance in Latin America with retail up 21%, driven by ORV and personal watercraft.\nThe launch of the Can-Am electric motorcycle lineup is well underway, with production ramping up and shipments starting at the beginning of fiscal '26.\nBRP Inc (NASDAQ:DOOO) reaffirmed its guidance for the year, maintaining a positive outlook despite challenging market dynamics.\n\n Negative Points \n\nBRP Inc (NASDAQ:DOOO) experienced a decline in North American powersports retail by 11%, with EMEA retail down 19%.\nThe company faced a challenging market dynamic due to high levels of promotional activity on noncurrent units from other OEMs.\nRevenue was down 18% to $2 billion, primarily due to lower shipments and higher sales programs.\nThe company ended the season with more inventory than planned for personal watercraft, leading to a reduction in shipments for the upcoming season.\nBRP Inc (NASDAQ:DOOO) anticipates continued market share loss in ORV due to limited noncurrent availability, impacting short-term performance.\n\n Q & A Highlights \nQ: Can you provide any directional perspectives on your three powersports segments as we look ahead to fiscal '26? A: Jose Boisjoli, CEO: We are planning for a flattish industry overall with current market dynamics. We are well-positioned with our product line, especially in the off-road business, despite losing some market share due to less noncurrent inventory compared to competitors. We expect good retail performance in the snowmobile season and plan to rebalance watercraft inventory next summer. The parts and accessory business remains resilient.\nQ: Given the renewal of your NCIB, how active might you be on the return of capital front? A: Sebastien Martel, CFO: Historically, we've been active in buybacks, but we'll want to see how trends develop, especially with the tariff situation, before deciding on buyback activity. We prioritize investing in the business while managing the balance sheet diligently.\nQ: How do you view the potential impact of tariffs and what mitigating actions might you take? A: Jose Boisjoli, CEO: We are closely monitoring the situation and have a history of managing through trade and tariff requirements. We have optimized our manufacturing footprint and supply chain to be efficient and meet customer demand. We will adapt to any changes in the geopolitical landscape as needed.\nQ: What is the outlook for dealer sentiment and inventory management? A: Jose Boisjoli, CEO: Dealers recognize our efforts to reduce inventory and appreciate our approach. We need to deliver on retail for snowmobiles and watercraft. Dealers are in good health, well-capitalized, and we support them with inventory management and floor plan financing.\nQ: Can you discuss the launch of the electric motorcycle and its expected impact? A: Jose Boisjoli, CEO: We are pleased with the reception of our electric motorcycle, despite the timing. We are on track with dealer sign-ups and production. The first year will have limited production, with plans to grow from there. Sebastien Martel, CFO, added that the incremental headwind could be $20 million to $30 million next year.\nFor the complete transcript of the earnings call, please refer to the full earnings call transcript.This article first appeared on \nGuruFocus.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.0","shortVersion":"4.30.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2489217949"}