Polaris Dirección
Dirección controles de criterios 2/4
El CEO de Polaris es Mike Speetzen , nombrado en Apr 2021, tiene una permanencia de 5.08 años. compensación anual total es $11.14M, compuesta por 10.9% salario y 89.1% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.039% de las acciones de la empresa, por valor de $1.46M. La antigüedad media del equipo directivo y de la junta directiva es de 3.2 años y 10.3 años, respectivamente.
Información clave
Mike Speetzen
Chief Executive Officer (CEO)
US$11.1m
Compensación total
| Porcentaje del salario del CEO | 10.92% |
| Permanencia del CEO | 5.1yrs |
| Participación del CEO | 0.04% |
| Permanencia media de la dirección | 3.2yrs |
| Promedio de permanencia en la Junta Directiva | 10.3yrs |
Actualizaciones recientes de la dirección
Recent updates
PII: Future Returns Will Reflect Quality Gains And Demand Uncertainty Balancing Earnings Power
Analysts have trimmed their consolidated price target for Polaris by about $1 to $66, reflecting slightly higher required returns and softer revenue expectations, partly offset by improved profit margin assumptions and a lower future P/E multiple cited in recent research updates. Analyst Commentary Recent research on Polaris shows a mix of optimism and caution, with analysts recalibrating price targets and ratings as they weigh execution risks, demand signals and ongoing tariff concerns.Polaris: Now Advantaged By Domestic Manufacturing Capacity
Apr 20
PII: Weak Demand And Tariffs Will Pressure Future Earnings Power
The analyst price target for Polaris has been reduced by $1.91 to reflect a mix of lower valuation multiples and cautious views on a still weak demand backdrop, even as analysts highlight ongoing business quality improvements and note that product innovation could support share gains when conditions improve. Analyst Commentary Recent research on Polaris reflects a cautious tone, with several bearish analysts trimming price targets and flagging risk factors that could keep a lid on valuation until conditions improve.PII: Future Returns Will Reflect Quality Improvements And Underappreciated Earnings Power
Analysts have trimmed the average price target for Polaris by just over $1, reflecting mixed views as some highlight ongoing quality improvements and potential earnings power, while others point to a weak demand backdrop, tariff overhangs, and a choppy consumer environment. Analyst Commentary Recent research on Polaris reflects a split view, with some analysts focusing on quality improvements and earnings potential, while others emphasize weak demand signals and external headwinds such as tariffs.PII: Weak Demand And Tariff Overhang Will Constrain Future Earnings Power
Analysts have trimmed the Polaris price target by about $2 to $47.24 as they balance expectations for slightly better margins and steady revenue growth with concerns about a weak demand backdrop, unresolved share capture questions, and ongoing tariff risks. Analyst Commentary Street research on Polaris has turned more mixed, with cautious voices focusing on weak demand, tariff uncertainty, and questions around market share.PII: Choppy Consumer Backdrop Will Pressure Earnings Power Despite Product Refresh
Analysts have adjusted their Polaris price targets, with our fair value estimate moving from about $47.25 to $49.50. This reflects updated expectations around revenue growth, profit margins and future P/E assumptions following recent mixed Street research.
PII: Powersports Recovery And Brand Strength Will Unlock Underappreciated Earnings Power
Analysts have modestly reset their blended $81.00 price target on Polaris, reflecting slightly higher discount-rate and profit-margin assumptions, a marginal adjustment to expected revenue growth, and a lower future P/E multiple informed by recent mixed target moves from RBC Capital, Seaport Research, Roth Capital, and Morgan Stanley. Analyst Commentary Recent Street research on Polaris shows a split tape, with some firms trimming price targets while others have pushed them higher.Polaris' (NYSE:PII) Upcoming Dividend Will Be Larger Than Last Year's
Feb 16
PII: Outdoor Recreation Demand And Powersports Recovery Will Unlock Undervalued Earnings Power
Narrative Update on Polaris The analyst price target for Polaris has shifted to $81 from $70 as analysts weigh mixed revisions from firms that trimmed targets alongside others that lifted them, citing views on powersports demand, outdoor recreation trends and the company’s longer term earnings power. Analyst Commentary Recent research updates around Polaris highlight a mixed backdrop, with some firms trimming price targets and others lifting them or starting coverage on a positive footing.Polaris' (NYSE:PII) Shareholders Will Receive A Bigger Dividend Than Last Year
Feb 02PII: Future Returns Will Reflect Easing Powersports Pressures And Steady Earnings Outlook
Narrative Update The analyst price target for Polaris has been raised by about US$2, with analysts pointing to a slightly higher fair value estimate, modestly adjusted revenue and margin assumptions, and continuing views that the shares are undervalued given the company’s earnings power and easing powersports market pressures. Analyst Commentary Recent research has been broadly constructive on Polaris, with bullish analysts highlighting the company’s earnings potential and the reset in powersports market conditions.PII: Indian Motorcycle Sale Will Expose On-Road Margin Risks For Shares
Narrative Update Analysts now place Polaris fair value at approximately $47.25, up from $29.00. This reflects updated assumptions on revenue growth, profit margins and future P/E, supported by recent price target increases following the planned separation and majority sale of the Indian Motorcycle business and expectations for Q3 results that are described as better than originally anticipated.PII: Future Performance Will Reflect Indian Divestiture Amid Stable Earnings Outlook
Analysts have modestly raised their price target on Polaris to about $62 per share, reflecting expectations that the planned sale of a majority stake in Indian Motorcycles and better than anticipated Q3 results will enhance margins and earnings power. Analyst Commentary Bullish Takeaways Bullish analysts view the planned sale of a majority stake in Indian Motorcycles as a catalyst for margin expansion, given the onroad segment's gross margins have trailed the company average.PII: Future Performance Will Reflect Divestiture Amid Balanced Risks And Opportunities
Analysts have increased their price targets for Polaris by significant margins, with new estimates ranging from $54 to $70. They attribute the boosts to better-than-expected third quarter results, positive retail trends, and the company’s plan to sell a majority stake in its Indian Motorcycle division to private equity.PII: Profitability Should Improve Following Divestiture Amid New Retail Momentum
Narrative Update: Analyst Price Target Increases for Polaris Analysts have raised their average price target for Polaris, increasing it by approximately $0.20 to $65.83. They cite the company's strong Q3 outlook and the strategic divestiture of Indian Motorcycles as key drivers for improved profitability and growth expectations.PII: Divestiture And Margin Gains Are Expected To Drive Improved Profitability
Analysts have increased their fair value price target for Polaris from $56.73 to $65.64, citing stronger expected profit margins and the positive impact of the Indian Motorcycle divestiture on near-term financial performance. Analyst Commentary Recent analyst adjustments to Polaris’s price targets reflect a mix of optimism and caution surrounding the company’s divestiture of Indian Motorcycles and its evolving business outlook.Tariff Mitigation And New Product Launches Will Secure Operational Efficiency
Polaris’s analyst price target has increased from $52 to approximately $56.73, as analysts cite improved Q3 performance expectations and the anticipated financial benefits from restructuring its Indian Motorcycle business. Analyst Commentary Recent updates from Street research indicate a shift in sentiment towards Polaris, as analysts react to both stronger operational performance and the company's strategic moves involving its Indian Motorcycle division.Tariff Mitigation And New Product Launches Will Secure Operational Efficiency
Analysts have increased their fair value price target for Polaris from $49.73 to $52.00. This reflects modest improvements in the company's discount rate, expected revenue growth, and a less severe outlook for industry tariffs, despite mixed retail demand expectations.Tariff Mitigation And New Product Launches Will Secure Operational Efficiency
Analysts have modestly raised their price target for Polaris to $49.73, citing relief from tariff pressures and improved dealer sentiment despite persistent weak retail demand and a cautious outlook for the broader industry. Analyst Commentary Consumer confidence has rebounded from earlier in the year but has yet to translate into a sustained recovery in retail demand.Recreational Vehicles Expansion Will Temper Overvaluation And Prompt Gains
The upward revision in Polaris’s consensus price target is primarily driven by stronger expectations for revenue growth and improved net profit margins, resulting in a new fair value of $48.55. What's in the News Polaris Off Road unveiled the 2026 RANGER 500, a compact, mid-size utility vehicle targeting the value segment, featuring user-friendly controls, enhanced versatility, and a starting MSRP of $9,999.The Market Lifts Polaris Inc. (NYSE:PII) Shares 32% But It Can Do More
Jul 23Why Polaris Inc. (NYSE:PII) Could Be Worth Watching
Jun 28Is Polaris Inc. (NYSE:PII) Trading At A 39% Discount?
May 27Polaris (NYSE:PII) Is Finding It Tricky To Allocate Its Capital
Apr 26Benign Growth For Polaris Inc. (NYSE:PII) Underpins Stock's 26% Plummet
Apr 08Is Polaris (NYSE:PII) A Risky Investment?
Mar 24Polaris: Ultimate Contrarian Bet That Pays Big Dividends
Feb 11Polaris (NYSE:PII) Is Increasing Its Dividend To $0.67
Feb 03Polaris Stock More Compelling Than Treasuries
Jan 31Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$446m |
| Dec 31 2025 | US$11m | US$1m | -US$465m |
| Sep 30 2025 | n/a | n/a | -US$151m |
| Jun 30 2025 | n/a | n/a | -US$108m |
| Mar 31 2025 | n/a | n/a | US$40m |
| Dec 31 2024 | US$9m | US$1m | US$111m |
| Sep 30 2024 | n/a | n/a | US$204m |
| Jun 30 2024 | n/a | n/a | US$328m |
| Mar 31 2024 | n/a | n/a | US$393m |
| Dec 31 2023 | US$9m | US$1m | US$503m |
| Sep 30 2023 | n/a | n/a | US$596m |
| Jun 30 2023 | n/a | n/a | US$635m |
| Mar 31 2023 | n/a | n/a | US$642m |
| Dec 31 2022 | US$9m | US$1m | US$603m |
| Sep 30 2022 | n/a | n/a | US$497m |
| Jun 30 2022 | n/a | n/a | US$424m |
| Mar 31 2022 | n/a | n/a | US$437m |
| Dec 31 2021 | US$10m | US$1m | US$496m |
| Sep 30 2021 | n/a | n/a | US$604m |
| Jun 30 2021 | n/a | n/a | US$654m |
| Mar 31 2021 | n/a | n/a | US$263m |
| Dec 31 2020 | US$4m | US$644k | US$360m |
| Sep 30 2020 | n/a | n/a | US$25m |
| Jun 30 2020 | n/a | n/a | -US$53m |
| Mar 31 2020 | n/a | n/a | US$270m |
| Dec 31 2019 | US$3m | US$624k | US$324m |
Compensación vs. Mercado: La compensación total de Mike($USD11.14M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD7.20M).
Compensación vs. Ingresos: La compensación de Mike ha aumentado mientras la empresa no es rentable.
CEO
Mike Speetzen (56 yo)
5.1yrs
Permanencia
US$11,144,637
Compensación
Mr. Michael Todd Speetzen, also known as Mike, serves as the Chief Executive Officer of Polaris Inc. since April 30, 2021 and its Director since May 2021. He had been an Interim Chief Executive Officer at...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 5.1yrs | US$11.14m | 0.039% $ 1.5m | |
| CFO, Executive VP of Finance & Corporate Development | 10.1yrs | US$5.40m | 0.14% $ 5.3m | |
| Senior VP & Chief Human Resources Officer | 15.1yrs | US$3.67m | 0.082% $ 3.1m | |
| President of Marine | 4yrs | US$3.61m | 0.00067% $ 25.3k | |
| Vice President of Global Operations | less than a year | sin datos | sin datos | |
| VP of Off Road Engineering & CTO | 2.3yrs | sin datos | sin datos | |
| Senior VP and Chief Digital & Information Officer | no data | sin datos | sin datos | |
| Vice President of Investor Relations | 4.3yrs | sin datos | sin datos | |
| Senior VP | 1.2yrs | sin datos | 0.022% $ 836.2k | |
| President of Parts | 1.3yrs | sin datos | sin datos | |
| President of Off-Road Vehicles | 1.5yrs | sin datos | sin datos |
3.2yrs
Permanencia media
55.5yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de PII se considera experimentado (3.2 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 5yrs | US$11.14m | 0.039% $ 1.5m | |
| Independent Chair of the Board | 18.8yrs | US$446.14k | 0.16% $ 6.0m | |
| Independent Director | 8.8yrs | US$293.10k | 0.0071% $ 267.5k | |
| Independent Director | 10.3yrs | US$294.98k | 0.018% $ 669.2k | |
| Independent Director | 15.3yrs | US$329.10k | 0.0088% $ 332.1k | |
| Independent Director | 16.3yrs | US$282.49k | sin datos | |
| Independent Director | 4.8yrs | US$279.47k | 0.022% $ 825.2k | |
| Independent Director | 7.2yrs | US$303.60k | 0.050% $ 1.9m | |
| Independent Director | 10.8yrs | US$276.87k | 0.0021% $ 79.7k |
10.3yrs
Permanencia media
64yo
Promedio de edad
Junta con experiencia: Los miembros de la junta directiva de PII son experimentados ( 10.3 años antigüedad media).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/04 07:10 |
| Precio de las acciones al final del día | 2026/05/04 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Polaris Inc. está cubierta por 34 analistas. 18 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Craig Kennison | Baird |
| David Beckel | Bernstein |
| Tristan Thomas-Martin | BMO Capital Markets Equity Research |