Polaris Inc.

NYSE:PII 주식 리포트

시가총액: US$3.9b

Polaris 과거 순이익 실적

과거 기준 점검 0/6

Polaris 의 수입은 연평균 -43.1%의 비율로 감소해 온 반면, Leisure 산업은 연평균 8.9%의 비율로 감소했습니다. 매출은 연평균 1.5%의 비율로 감소해 왔습니다.

핵심 정보

-43.14%

순이익 성장률

-42.26%

주당순이익(EPS) 성장률

Leisure 산업 성장률16.88%
매출 성장률-1.52%
자기자본이익률-58.97%
순이익률-6.07%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...

매출 및 비용 세부 내역

Polaris가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:PII 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
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

양질의 수익: PII 은(는) 현재 수익성이 없습니다.

이익 마진 증가: PII는 현재 수익성이 없습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: PII은 수익성이 없으며 지난 5년 동안 손실이 연평균 43.1% 증가했습니다.

성장 가속화: 현재 수익성이 없어 지난 1년간 PII의 수익 성장률을 5년 평균과 비교할 수 없습니다.

수익 대 산업: PII은 수익성이 없어 지난 해 수익 성장률을 Leisure 업계(-10.1%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: PII는 현재 수익성이 없으므로 자본 수익률이 음수(-58.97%)입니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/09 07:47
종가2026/06/09 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Polaris Inc.는 33명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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