BRP Inc (NASDAQ:DOO) stock fell 0.12% (As on March 27, 11:24:51 AM UTC-4, Source: Google Finance) after the company delivered a commanding performance in its fiscal 2026 fourth quarter, significantly exceeding analyst expectations and positioning the powersports manufacturer for continued growth. Revenues from Year-Round Products increased by $189.2 million, or 16.8%, to $1,317.2 million for the three-month period ended January 31, 2026, compared to $1,128.0 million for the corresponding period ended January 31, 2025. Revenues from Seasonal Products increased by $118.8 million, or 17.5%, to $796.4 million for the three-month period ended January 31, 2026, compared to $677.6 million for the corresponding period ended January 31, 2025. Revenues from PA&A, OEM Engines and Others increased by $31.0 million, or 9.9%, to $343.7 million for the three-month period ended January 31, 2026, compared to $312.7 million for the corresponding period ended January 31, 2025. The Company’s North American retail sales increased by 12% for the three-month period ended January 31, 2026 compared to the same period last year. The increase in retail sales is driven by stronger Snowmobile industry volumes compared to last year, which had been affected by late snowfalls, and by market share gains in ORV and Snowmobile.
Moreover, gross profit increased by $131.8 million, or 31.2%, to $553.6 million for the three-month period ended January 31, 2026, compared to $421.8 million for the three-month period ended January 31, 2025. Gross profit margin percentage increased by 260 basis points to 22.5% for the three-month period ended January 31, 2026, compared to 19.9% for the three-month period ended January 31, 2025. Net income increased by $96.3 million, or 190.7%, to $45.8 million for the three-month period ended January 31, 2026, compared to $(50.5) million for the three-month period ended January 31, 2025.
DOO in the fourth quarter of FY 26 has reported the adjusted earnings per share of $1.59, beating the analysts’ estimates for the adjusted earnings per share of $1.49, according to the Zacks Consensus Estimate. The company had reported the adjusted revenue growth of 16 percent to $1.77 billion in the fourth quarter of FY 26, beating the analysts’ estimates for revenue by 5.03%. The increase in revenues was primarily due to a favourable ORV product mix driven by the introduction of new models and features, as well as higher shipments in this product category. The increase also resulted from higher PWC shipments compared to the same period last year, which had been impacted by network inventory reduction.

