Polaris Inc.

NYSE:PII Rapport sur les actions

Capitalisation boursière : US$4.0b

Polaris Résultats passés

Passé contrôle des critères 0/6

Les bénéfices de Polaris ont diminué à un taux annuel moyen de -43.1%, tandis que le secteur Leisure a vu ses bénéfices augmenter de en baisse à 8.9% par an. Les revenus ont augmenté de en baisse à un taux moyen de 1.5% par an.

Informations clés

-43.14%

Taux de croissance des bénéfices

-42.26%

Taux de croissance du BPA

Leisure Croissance de l'industrie16.88%
Taux de croissance des recettes-1.52%
Rendement des fonds propres-58.97%
Marge nette-6.07%
Dernière mise à jour des bénéfices31 Mar 2026

Mises à jour récentes des performances passées

Recent updates

Mise à jour du récit Jun 13

PII: Easing Tariffs And Stronger Execution Will Unlock Underappreciated Earnings Power

Analysts have adjusted the Polaris fair value estimate from $81 to $84. This reflects updated price targets that incorporate mixed but generally more supportive research commentary around earnings, tariffs, and competitive positioning.
Mise à jour du récit May 30

PII: Future Returns Will Reflect Quality Gains And Ongoing Tariff And Demand Uncertainty

Polaris' analyst price target has edged down by $0.33 to $68.00, as analysts weigh improved competitive positioning and easing tariff pressures against ongoing uncertainty around rates and tariffs, which they say limits visibility. Analyst Commentary Recent research on Polaris highlights a mix of optimism about execution and ongoing caution about the operating backdrop, which is feeding into a more balanced view on valuation.
Mise à jour du récit May 13

PII: Future Returns Will Balance Quality Improvements With Choppy Demand And Tariff Risks

Analysts have lifted the Polaris price target to $68.33 from $66.00, citing a modestly higher assumed future P/E multiple along with fine tuned expectations for growth, margins and risk. Analyst Commentary Recent research shows a mix of optimism and caution around Polaris, with several firms adjusting price targets and ratings as they reassess valuation, execution and the demand backdrop.
Mise à jour du récit Apr 29

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.
Seeking Alpha Apr 20

Polaris: Now Advantaged By Domestic Manufacturing Capacity

Summary Polaris is advantaged by domestic manufacturing capacity, as BRP suddenly withdrew its guidance due to tariff changes. PII's outlook is still volatile due to weak consumer demand and potential tariff regime changes. I estimate PII stock to have 20% upside to a fair value of $69.5. Read the full article on Seeking Alpha
Mise à jour du récit Apr 14

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.
Mise à jour du récit Mar 31

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.
Mise à jour du récit Mar 17

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.
Mise à jour du récit Mar 03

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.
Mise à jour du récit Feb 17

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.
Article d’analyse Feb 16

Polaris' (NYSE:PII) Upcoming Dividend Will Be Larger Than Last Year's

The board of Polaris Inc. ( NYSE:PII ) has announced that it will be paying its dividend of $0.68 on the 16th of March...
Mise à jour du récit Feb 03

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.
Article d’analyse Feb 02

Polaris' (NYSE:PII) Shareholders Will Receive A Bigger Dividend Than Last Year

Polaris Inc. ( NYSE:PII ) has announced that it will be increasing its dividend from last year's comparable payment on...
Mise à jour du récit Jan 19

PII: 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.
Mise à jour du récit Jan 05

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.
Mise à jour du récit Dec 15

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.
Mise à jour du récit Dec 01

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.
Mise à jour du récit Nov 17

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.
Mise à jour du récit Oct 31

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.
Mise à jour du récit Oct 17

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.
Mise à jour du récit Oct 03

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.
Mise à jour du récit Sep 08

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.
Mise à jour du récit Aug 06

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.
Article d’analyse Jul 23

The Market Lifts Polaris Inc. (NYSE:PII) Shares 32% But It Can Do More

Despite an already strong run, Polaris Inc. ( NYSE:PII ) shares have been powering on, with a gain of 32% in the last...
Article d’analyse Jun 28

Why Polaris Inc. (NYSE:PII) Could Be Worth Watching

Polaris Inc. ( NYSE:PII ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Article d’analyse May 27

Is Polaris Inc. (NYSE:PII) Trading At A 39% Discount?

Key Insights The projected fair value for Polaris is US$62.32 based on 2 Stage Free Cash Flow to Equity Polaris...
Article d’analyse Apr 26

Polaris (NYSE:PII) Is Finding It Tricky To Allocate Its Capital

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
Article d’analyse Apr 08

Benign Growth For Polaris Inc. (NYSE:PII) Underpins Stock's 26% Plummet

Unfortunately for some shareholders, the Polaris Inc. ( NYSE:PII ) share price has dived 26% in the last thirty days...
Article d’analyse Mar 24

Is Polaris (NYSE:PII) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Feb 11

Polaris: Ultimate Contrarian Bet That Pays Big Dividends

Summary Polaris presents a contrarian investment opportunity with a historically high 6% dividend yield. It could be nearing a trough with management's focus on cost efficiencies, inventory alignment, and disciplined capital allocation with strong free cash flow expected this year. Polaris maintains a solid investment grade rating and a manageable 3.0x net debt-to-EBITDA ratio, supporting its financial stability. Read the full article on Seeking Alpha
Article d’analyse Feb 03

Polaris (NYSE:PII) Is Increasing Its Dividend To $0.67

The board of Polaris Inc. ( NYSE:PII ) has announced that the dividend on 17th of March will be increased to $0.67...

Ventilation des recettes et des dépenses

Comment Polaris gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

NYSE:PII Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
31 Mar 267,353-4461,049371
31 Dec 257,236-465993372
30 Sep 257,076-151957344
30 Jun 256,961-108941336
31 Mar 257,07340922332
31 Dec 247,273111927337
30 Sep 247,803204961352
30 Jun 248,326328969359
31 Mar 248,577393962366
31 Dec 239,015503965374
30 Sep 239,122596931382
30 Jun 239,205635914389
31 Mar 239,041642882382
31 Dec 228,637603837367
30 Sep 228,224497781346
30 Jun 227,660424751332
31 Mar 227,512437760332
31 Dec 217,493496764329
30 Sep 217,661604820322
30 Jun 217,845654868315
31 Mar 217,457263862295
31 Dec 206,362360726288
30 Sep 206,69125908295
30 Jun 206,512-53922295
31 Mar 206,774270960304
31 Dec 196,863324953293
30 Sep 196,757316927283
30 Jun 196,637324896270
31 Mar 196,361328867262
31 Dec 186,166335842260
30 Sep 185,965275833260
30 Jun 185,789262816259
31 Mar 185,649231810252
31 Dec 175,505172803238
30 Sep 175,292204786225
30 Jun 175,000154759209
31 Mar 174,767163692194
31 Dec 164,595213649185
30 Sep 164,482261592178
30 Jun 164,752384564175
31 Mar 164,743414553171
31 Dec 154,789455526166
30 Sep 154,959480538162
30 Jun 154,804466535156

Des revenus de qualité: PII n'est actuellement pas rentable.

Augmentation de la marge bénéficiaire: PII n'est actuellement pas rentable.


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: PII n'est pas rentable et les pertes ont augmenté au cours des 5 dernières années à un rythme de 43.1% par an.

Accélération de la croissance: Impossible de comparer la croissance des bénéfices de PII au cours de l'année écoulée à sa moyenne sur 5 ans car elle n'est actuellement pas rentable

Bénéfices par rapport au secteur d'activité: PII n'est pas rentable, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur Leisure ( -10.1% ).


Rendement des fonds propres

ROE élevé: PII a un retour sur capitaux propres négatif ( -58.97% ), car il n'est actuellement pas rentable.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/16 17:51
Cours de l'action en fin de journée2026/06/16 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Polaris Inc. est couverte par 33 analystes. 18 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Craig KennisonBaird
David BeckelBernstein
Tristan Thomas-MartinBMO Capital Markets Equity Research