The strong results and upward guidance suggest continued momentum in BRP's core powersports business. Traders should monitor Q1 FY27 results for confirmation of the projected 40% EBITDA growth and watch for sustained retail sales strength in North America.
Price Chart
Executive Summary
BRP Inc. reported strong FY26 results with full-year revenue up 6.8% to $8.44 billion and normalized EPS of $5.21, exceeding guidance. Q4 revenue grew 16.0% year-over-year, driven by favorable ORV product mix and higher shipments. The company announced robust FY27 guidance with revenue projected between $8.9B and $9.15B and normalized EPS of $5.50–$6.50, alongside a dividend increase to $0.25 per share.
Key Facts
- FY26 revenue: $8.4427 billion (+6.8% YoY)
- Q4 revenue: $2.4573 billion (+16.0% YoY)
- FY26 normalized EPS: $5.21 (vs. $4.86 in FY25)
- FY27 revenue guidance: $8.9B–$9.15B
- FY27 normalized EPS guidance: $5.50–$6.50
- Q1 FY27 normalized EBITDA expected to increase ~40% YoY
- Dividend increased to $0.25 per share
- North American retail sales up 12% in Q4
- Normalized EBITDA for FY26: $1.1034 billion (+4.3% YoY)
Financial Impact
Revenue growth of $539.8 million and normalized EBITDA growth of $45.6 million in FY26, with FY27 guidance implying at least 5.4% revenue growth and 6.5% EBITDA growth
Risk Factors
- $232.5 million impairment charge related to EV and light mobility assets
- Increased capital expenditures projected at ~$420M in FY27 (up from $341M in FY26)
- Effective tax rate expected to rise to ~25% in FY27 from 17.6% in FY26
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001193125-26-125052 |
| Document: d97540d6k.htm | 0001193125-26-125052 |
| Document: 0001193125-26-125052-index-headers.html | 0001193125-26-125052 |
| Document: 0001193125-26-125052-index.html | 0001193125-26-125052 |
| Document: 0001193125-26-125052.txt | 0001193125-26-125052 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 7, 2026 20d ago | SC 13G/A | $55.66 | awaiting T+20 | — | $59.90 (+7.62%) |
Sep 3, 2026 7w ago | 6-K | $64.22 $56.01 | ▲ +12.79% | ▲ +11.60% | $59.90 (+6.73%) |
Sep 1, 2026 8w ago | Press Release | $61.74 $56.12 | ▼ −9.10% | ▼ −9.42% | $59.90 (−2.98%) |
Aug 21, 2026 9w ago | Institutional Cluster | $68.04 $58.16 | ▼ −14.52% | ▼ −13.99% | $59.90 (−11.96%) |
Jun 11, 2026 19w ago | Institutional Cluster | $59.12 $58.68 | ▲ +0.74% | ▲ +2.64% | $59.90 (−1.32%) |
May 28, 2026 21w ago | 6-K | $58.57 $62.32 | ▼ −6.40% | ▼ −9.55% | $59.90 (−2.27%) |
May 28, 2026 21w ago | 6-K | $58.57 $62.32 | ▲ +6.40% | ▲ +9.55% | $59.90 (+2.27%) |
Apr 22, 2026 26w ago | 6-K | $56.49 $54.17 | ▼ −4.11% | ▼ −7.27% | $59.90 (+6.04%) |
Mar 26, 2026 30w ago | 6-K | $67.08 $56.78 | ▼ −15.36% | ▼ −26.02% | $59.90 (−10.70%) |
Mar 11, 2026 32w ago | Court Ruling | $63.47 $75.76 | ▲ +19.36% | ▲ +17.07% | $59.90 (−5.63%) |
US Market Status
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