Earnings Call Summary | BRP Inc(DOOO.US) Q3 2025 Earnings Conference
Earnings Call Summary | BRP Inc(DOOO.US) Q3 2025 Earnings Conference
Normalized EBITDA was $264 million and normalized EPS was $1.16, benefitting from strategic inventory adjustments.The following is a summary of the BRP Inc. (DOOO) Q3 2025 Earnings Call Transcript:
以下是BRP公司（DOOO）2025年第三季度業績會交易摘要:
Financial Performance:
財務表現：
BRP Inc. reported a Q3 revenue of $2 billion, achieving results above expectations due to well-timed Snowmobile shipments and tight expense management.
Gross profit was down, primarily due to less efficient use of assets and higher sales programs, partially offset by favorable pricing and a richer product mix in Side-by-Side Vehicles (SSVs).
Normalized EBITDA was $264 million and normalized EPS was $1.16, benefitting from strategic inventory adjustments.
BRP公司報告第三季度營業收入爲20億美元，由於及時發貨雪地摩托車和嚴格的費用管理，實現了超出預期的業績。
毛利潤下降，主要是由於資產利用不足和銷售項目增加，部分被價格有利和SSV產品線的豐富產品組合所抵消。
標準化EBITDA爲26400萬美元，標準化每股收益爲1.16美元，受益於戰略性庫存調整。
Business Progress:
業務進展：
BRP decided to sell its Marine businesses, focusing solely on its core Powersports activities to optimize growth opportunities.
Significant progress in network inventory reduction, notably a 22% decrease in ORV inventory.
Launch planning for Can-Am electric motorcycles is well underway, with dealer introductions and production ramping up.
The Powersports market saw diverse global performance, with strong growth in Latin America and challenges in North America and EMEA regions.
BRP決定出售其海洋業務，將重點放在覈心動力體育活動上，以優化增長機會。
大幅減少庫存網絡，尤其是ORV庫存減少22%。
Can-Am電動摩托車的推出計劃已經在順利進行，經銷商介紹和生產工作也在加緊進行。
摩托車動力運動市場在全球表現多樣，拉丁美洲增長強勁，而北美和歐洲、中東、非洲地區面臨挑戰。
Opportunities:
機會：
Strengthening the focus on the Powersports sector following the divestiture of the Marine segment, which presents opportunities for increased investment returns and innovation within this sector.
Engagement in the electric motorcycle market with the introduction of Can-Am electric models, tapping into evolving market dynamics and consumer interest in sustainable transportation options.
在剝離了海洋部門後，加強對動力運動板塊的關注，這爲增加投資回報和在該領域內進行創新創造了機會。
通過推出Can-Am電動車型，參與電動摩托車市場，抓住不斷演變的市場動態和消費者對可持續交通選擇的興趣。
Risks:
風險：
Continued competitive pressures and promotional activities adversely affected market share and retail performance in certain segments, influencing the overall revenue and profit figures for the quarter.
持續的競爭壓力和促銷活動對某些板塊的市場份額和零售業績產生負面影響，影響了本季度的整體營收和毛利潤數字。
More details: BRP Inc IR
更多細節：brp公司IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
