Polaris Inc.

Report azionario NYSE:PII

Capitalizzazione di mercato: US$3.6b

Polaris Performance degli utili passati

Criteri Il passato verificati 0/6

Gli utili di Polaris sono diminuiti a un tasso medio annuo di -43.1%, mentre il settore Leisure ha visto gli utili diminuire a un tasso medio annuo di 8.9%. I ricavi sono cresciuti diminuire a un tasso medio annuo di 1.5%.

Informazioni chiave

-43.14%

Tasso di crescita degli utili

-42.26%

Tasso di crescita dell'EPS

Leisure Crescita del settore16.88%
Tasso di crescita dei ricavi-1.52%
Rendimento del capitale proprio-58.97%
Margine netto-6.07%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Seeking Alpha Jan 31

Polaris Stock More Compelling Than Treasuries

Summary Polaris stock is now attractive due to its lower price, profitability, and safe dividend, despite a tough 2024. The dividend yield of 5.3% is higher than the 10-Year Treasury Note, making Polaris a compelling investment. Polaris has sufficient cash and cash flow to sustain and potentially grow its dividend, ensuring a good risk-adjusted return. I plan to buy PII stock now and increase my position after reviewing the upcoming 10-K, barring any negative surprises. Read the full article on Seeking Alpha

Ripartizione dei ricavi e delle spese

Come Polaris guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NYSE:PII Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 267,353-4461,103371
31 Dec 257,236-4651,047372
30 Sep 257,076-151957344
30 Jun 256,961-108941336
31 Mar 257,07340932332
31 Dec 247,273111937337
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

Guadagni di qualità: PII al momento non è redditizia.

Margine di profitto in crescita: PII al momento non è redditizia.


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: PII non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 43.1% all'anno.

Accelerare la crescita: Impossibile confrontare la crescita degli utili di PII nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia

Guadagni vs Settore: PII non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Leisure ( -10.1% ).


Rendimento del capitale proprio

ROE elevato: PII ha un Return on Equity negativo ( -58.97% ), in quanto al momento non è redditizio.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/21 07:37
Prezzo dell'azione a fine giornata2026/05/21 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Polaris Inc. è coperta da 34 analisti. 18 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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