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Polaris Inc. PII

Consumer Cyclical — Recreational Vehicles
Dividend Aristocrat
Growth Flags show if company had growth for consecutive years

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Insider Decisions

Total sells
4.20
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — 1 — 4 — — — — — — —
Insider Ownership
7.48%

Capital & Financial Ratios

Market Cap
3,170.00
Revenue
7,445.00
Net Income
(259.60)
Free Cash Flow
66.90
Net Debt
1,614.40
Current Ratio
1.20
Debt/Equity
2.28
P/E ratio
0.00
P/S ratio
0.42
P/B ratio
3.70
Past 5Y EPS Growth
(17.81%)
This Y EPS Growth
31,509.40%
Next Y EPS Growth
9.02%
Next 5Y EPS Growth
2.53%
in millions of $

Dividends

Payout Ratio
0.24
Annual Dividend Rate
2.60
Annual Dividend Yield
2.92%
total individual payouts
2028 ‡‡‡‡‡
2027 ‡‡‡‡‡
2026 2.72
—
—
—
2025 2.68
—
—
—
—
2024 2.64
—
—
—
—
2023 2.60
—
—
—
—
2022 2.56
—
—
—
—
2021 3.15
—
—
—
—
—
2020 2.48
—
—
—
—
2019 2.44
—
—
—
—
2018 2.40
—
—
—
—
2017 2.32
—
—
—
—
2016 2.20
—
—
—
—
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 367.80 287.80 138.00 302.10
Receivables 315.40 207.40 239.50 314.20
Inventory 1,810.50 1,741.50 1,412.40 1,566.00
Other — — 49.80 25.00
2,691.70 2,632.40 2,206.60 2,567.70
2023 2024 2025 Q'26
Payables 713.10 562.80 762.50 883.00
ST’ Debt 54.00 — — —
Other 43.10 36.40 91.00 37.60
1,933.80 2,293.20 2,243.30 2,140.50
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡ ‡‡‡ ‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 1,658.70 2,022.80 — —
—
’25 1,535.80 1,852.70 1,841.60 1,921.90
7,152.00
’24 1,736.40 1,961.20 1,722.40 1,755.40
7,175.40
’23 2,179.70 2,216.60 2,248.90 2,289.20
8,934.40
’22 1,781.50 2,062.80 2,340.60 2,404.10
8,589.00
’21 1,951.10 1,911.10 1,777.70 1,799.30
7,439.20
’20 1,405.20 1,511.80 1,954.60 1,409.80
6,281.40
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (320.20) 230.20 — —
—
’25 83.20 320.30 158.80 178.70
741.00
’24 (105.40) 146.30 21.00 206.30
268.20
’23 124.20 223.70 28.10 549.80
925.80
’22 (49.10) (7.90) 170.60 395.00
508.60
’21 56.00 139.60 (42.20) 140.30
293.70
’20 (71.40) 381.10 366.00 342.90
1,018.60
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 (349.90) 186.10 — —
—
’25 47.60 279.80 116.70 114.00
558.10
’24 (177.50) 79.10 (32.40) 137.30
6.50
’23 29.80 111.90 (77.40) 448.90
513.20
’22 (104.90) (71.50) 96.40 282.00
202.00
’21 10.60 75.90 (122.30) 46.70
10.90
’20 (118.20) 339.80 322.30 270.40
814.30
in millions of $

EPS

Mar Jun Sep Dec Year
’26 (0.83) 1.82 — —
—
’25 (1.17) (1.39) (0.28) (5.34)
(8.18)
’24 0.07 1.21 0.49 0.19
1.95
’23 1.95 2.32 2.62 1.81
8.71
’22 1.14 (0.08) 3.10 3.34
7.44
’21 2.11 2.52 1.84 1.40
7.88
’20 (0.09) (3.82) 2.66 3.15
1.99

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡

Recommendation Rating

2.8
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 91.86 82.00 55.55 30.92 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 127.37 138.49 100.91 75.25 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 16,200 18,500 15,000 14,500 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.53 0.48 0.48 0.49 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8,589.00 8,934.40 7,175.40 7,152.00 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 22.81% 21.94% 20.44% 19.14% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 761.40 620.40 140.80 (532.70) — — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8.86% 6.94% 1.96% (7.45%) ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 447.60 502.70 111.20 (464.80) ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 232.80 258.90 286.30 286.50 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 144.84 156.47 127.00 125.69 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ 7.54 8.80 1.96 (8.18) ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8.58 16.21 4.75 13.02 — — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (5.17) (7.23) (4.63) (3.21) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.41 8.99 0.12 9.81 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 18.58 24.88 22.90 14.64 — — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 59.30 57.10 56.50 56.90 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 13.21 10.71 29.40 0.00 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.69 0.60 0.45 0.50 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 5.41 3.79 2.52 4.32 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.90 0.78 0.65 0.70 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 38.08 13.50 716.90 8.99 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 508.60 925.80 268.20 741.00 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (306.60) (412.60) (261.70) (182.90) ‡‡‡‡‡ ‡‡‡‡‡ —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 202.00 513.20 6.50 558.10 — — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 439.00 757.90 339.20 (36.70) — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,057.80 1,908.40 1,638.10 1,504.70 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,733.30 1,540.60 1,350.30 1,366.70 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,101.50 1,420.80 1,294.10 832.90 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8.71% 9.37% 2.01% (8.94%) — — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 17.74% 14.79% 6.87% (9.91%) — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 38.41% 39.87% 8.16% (43.77%) — — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Polaris Inc. (PII), the off-road and powersports powerhouse, is reeling from a post-pandemic spending slump, with revenue plunging 20% to $7.18 billion in 2024 after peaking at $8.93 billion in 2023. High dealer inventories, softening demand, and eroding gross margins (down to 20.4%) have hammered profitability, projecting a $465 million net loss and negative ROE of -72% for 2025. Yet, the stock trades at dirt-cheap valuations—PS ratio at 0.45x, PB below 3x—languishing near $66, just 4% below the mean analyst target but 38% above the bear case, screaming potential undervaluation for contrarians eyeing a gritty rebound.

Balance sheet strains like negative working capital and stable $1.35 billion net debt add caution, while insider selling ($4.2 million in 2025-2026, no buys) signals skepticism amid margin woes. Analysts forecast stabilization—flat revenue in 2025, modest growth to $7.58 billion by 2027, EPS rebounding to $2.99—with FCF recovery potentially fueling buybacks. But risks from high rates, EV lags, and competition loom large.

Is PII a battered cyclical poised for 50%+ historical post-trough gains, or a value trap with deepening losses? Dive into the full analysis for the fundamentals, forecasts, and contrarian thesis that challenges the timid consensus.

Read full commentary →

Polaris Inc. (PII) Latest News

News by impact score

Fine-tune

17 Sep

3 , 5:58 PM
Bennington Pontoons marks 30 years by releasing its most advanced and customizable pontoon lineup to date. New pontoon models represent product innovation that may moderately influence marine segment results.

5 Aug

3 , 12:07 PM
Morgan Stanley notes Polaris and peers delivered Q2 earnings beats and raised guidance despite demanding setups. Q2 beats and guidance raises indicate positive financial results that can moderately influence near-term sentiment and performance.

3 Aug

4 , 7:31 PM
Polaris Inc. launches 2027 off-road lineup with breakthrough power, innovation and value. Major new product lineup announcement signals significant strategic push likely to boost future sales and market position.

29 Jul

3 transcript app.moby.co, 8:30 AM
Polaris Inc. held its Q2 2026 earnings call, covering financial results, operational updates and forward guidance. Quarterly earnings updates deliver financial metrics and outlook that can shift near-term sentiment and valuation.

28 Jul

4 , 9:10 PM
Polaris Inc. posts a profit rebound and issues upbeat guidance, prompting questions over whether these developments alter the investment case for the stock. Profit rebound and upbeat guidance represent major financial improvements likely to shift company trajectory and investor sentiment.

4 , 5:01 PM
Polaris Inc reported strong sales growth and market share gains during its Q2 2026 earnings call. Strong sales growth and market share gains signal robust operational performance likely to lift investor sentiment and future trajectory.

4 , 6:27 AM
Polaris reported strong Q2 CY2026 results with optimistic full-year sales guidance. Strong quarterly performance and raised sales outlook indicate major positive effects on financial trajectory and investor sentiment.

3 transcript www.fool.com, 8:28 PM
Polaris Inc. (PII) held its Q2 2026 earnings call, presenting financial results, operational updates, and forward guidance. Quarterly earnings calls deliver performance data and outlook that can shift near-term investor sentiment and valuation.

3 , 4:12 PM
Polaris Inc. (PII) Q2 earnings beat lifted outlook yet stock may be 10% overvalued. Q2 earnings beat and raised outlook create moderate short-term support while overvaluation note caps broader trajectory shift.

3 www.marketbeat.com, 4:03 PM
Polaris Inc. (PII) releases Q2 earnings call highlights on financial results and operations. Q2 earnings highlights deliver performance updates and guidance that shape near-term stock movement.

27 Jul

3 , 12:45 AM
Polaris Inc. (PII) earnings preview highlights revenue, EPS, segment results and outlook for powersports and marine businesses. Earnings previews can shift near-term investor sentiment and valuation multiples but rarely alter long-term strategy.

24 May

3 Insider Monkey, 6:03 PM
Morgan Stanley cuts Polaris (PII) price target to $69, attributing the reduction to interest rates and tariffs pressuring the company's outlook. Analyst price target cut signals moderate negative pressure from macroeconomic factors on Polaris stock trajectory.

22 May

3 StockStory, 8:04 AM
Polaris (PII) shares rose after the company reported stronger-than-expected quarterly results driven by higher recreational vehicle sales and improved margins. Earnings beat supports near-term revenue growth but does not signal major strategic or competitive shifts.

3 May

4 www.fool.com, 7:27 AM
Polaris Inc., known for off-road vehicles, launches autonomous drones for scouting and mapping integrated with its Ranger UTVs, sparking speculation it's transforming into a drone stock amid powersports market challenges. Polaris's drone launch diversifies revenue streams and taps new markets, significantly enhancing growth prospects and competitive positioning.

29 Apr

4 GuruFocus.com, 3:07 AM
Polaris Inc. (PII) Q1 2026 earnings call highlighted strong sales growth and margin improvements. Strong sales growth and margin improvements enhance financial performance and investor confidence in Polaris Inc.'s trajectory.

28 Apr

4 www.marketbeat.com, 9:41 PM
Polaris Inc. Q1 earnings showed net sales down 23% to $1.7 billion, EPS at $0.06 missing estimates amid soft demand, high dealer inventory, and tariff pressures. Full-year guidance cut to flat-to-slightly-down sales, with focus on cost cuts, pricing actions, and new product launches in off-road and snowmobile segments. Earnings miss and slashed guidance signal major challenges from demand weakness and tariffs, likely pressuring stock performance and strategic outlook.

4 app.moby.co, 8:30 AM
Polaris Inc. released Q1 2026 earnings call summary covering financial results, sales performance, and future outlook. Q1 earnings call summary discloses financial metrics and guidance directly influencing investor sentiment and stock trajectory.

3 Zacks, 9:30 AM
Key metrics from Polaris Inc. (PII) Q1 earnings reveal insights into financial performance, operational efficiency, and market position. Q1 earnings metrics affect Polaris Inc.'s financial performance and investor sentiment but are tempered by full-year outlook.

3 Zacks, 7:35 AM
Polaris Inc. (PII) Q1 earnings and revenues exceeded analyst estimates. Q1 earnings and revenue beats signal solid financial performance with moderate positive influence on future outlook and market sentiment.

26 Apr

4 StockStory, 11:56 PM
Polaris Inc. (PII) reports quarterly earnings tomorrow amid analyst expectations for revenue, EPS, and guidance on powersports and off-road vehicle demand. Earnings releases frequently trigger significant stock volatility and shifts in investor sentiment depending on results versus expectations.

17 Apr

4 Simply Wall St., 4:04 AM
Tariff-shielded margins at Polaris Inc. (PII) potentially reinforce its manufacturing moat against competitors or mask deeper operational risks amid ongoing trade tensions. Tariff protections on margins signal major strategic implications for Polaris' competitive positioning and long-term viability.

16 Apr

4 Investing.com, 11:28 AM
Polaris Inc. (PII) shares surged 10% as the company defied tariff headwinds. 10% share surge despite tariffs demonstrates resilience, significantly boosting investor sentiment and market trajectory.

10 Apr

4 Simply Wall St., 8:11 AM
Polaris Inc. (PII) valuation appears cautious amid analyst downgrades and earnings headwinds. Analyst downgrades and earnings headwinds threaten significant declines in Polaris Inc. (PII) stock valuation and investor sentiment.

8 Apr

3 TipRanks, 8:02 AM
Citi lowered its price target for Polaris Inc. (PII) to $58 from $71. Citi's significant price target cut from $71 to $58 signals diminished analyst optimism, likely influencing investor sentiment and stock performance moderately.

3 Apr

3 Zacks, 12:10 PM
Polaris Inc. (PII) is poised to potentially beat analyst earnings estimates in its upcoming report, building on a history of exceeding expectations amid strong powersports market demand and operational efficiency. Earnings preview speculation can moderately affect financial performance expectations and investor sentiment ahead of the report.

1 Apr

3 , 12:11 PM
Polaris Inc. (PII) prioritizes investments over free cash flow margins, sparking speculation on potential investor reactions and implications for future performance. Polaris's strategic shift toward investments at the expense of free cash flow margins could moderately affect financial performance and investor sentiment.

3 Simply Wall St., 8:18 AM
Polaris Inc. (PII) story shifts as quality improvement efforts meet robust demand despite tariff headwinds. Quality efforts balance strong demand against tariff pressures for moderate impact on PII's financials and positioning.

22 Mar

3 Simply Wall St., 8:05 AM
Polaris Inc. (PII) shares experienced a recent pullback, leading to a valuation assessment amid conflicting fair value opinions. Conflicting fair value views post-share price pullback may moderately influence investor sentiment and valuation perceptions.

20 Mar

3 StockStory, 8:12 PM
Polaris Inc. (PII) Q4 earnings disappointed with revenue down 13% to $2.2 billion and EPS of $0.37 missing estimates, due to soft off-road vehicle demand and inventory reduction; stock fell 10%, but analysts see recovery potential from new models and cost cuts, debating buy, sell, or hold. Q4 earnings miss affects short-term financials and sentiment but balanced by strategic recovery plans.

16 Mar

3 Insider Monkey, 5:44 PM
Wells Fargo initiates coverage on Polaris Inc. (PII), flagging tariffs and soft demand as key risks. Wells Fargo flags tariffs and soft demand as key risks for Polaris, expected to moderately influence financial performance and investor sentiment.
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