BRP tariff exposure seen more limited than feared, Cowen says
TD Cowen’s Brian Morrison said BRP’s 2Q EBITDA and EPS “handily exceeded consensus” amid Utility SxS strength, market share gains and initial benefits from reduced S232 ATV tariffs.
BRP is navigating U.S. tariffs better than expected, and outlook is getting a boost for it.
TD Cowen's Brian Morrison says 2Q Ebitda and EPS "handily exceeded consensus on Utility SxS [side-by-side] strength/market share gains and initial benefits from reduced S232 ATV tariffs." With the Canadian l…