Polaris Inc.

NYSE:PII Stock Report

Market Cap: US$2.9b

Polaris Management

Management criteria checks 4/4

Polaris' CEO is Mike Speetzen, appointed in Apr 2021, has a tenure of 4.25 years. total yearly compensation is $9.03M, comprised of 13% salary and 87% bonuses, including company stock and options. directly owns 0.038% of the company’s shares, worth $1.11M. The average tenure of the management team and the board of directors is 3.5 years and 9.5 years respectively.

Key information

Mike Speetzen

Chief executive officer

US$9.0m

Total compensation

CEO salary percentage13.01%
CEO tenure4.3yrs
CEO ownership0.04%
Management average tenure3.5yrs
Board average tenure9.5yrs

Recent management updates

Shareholders Will Probably Hold Off On Increasing Polaris Inc.'s (NYSE:PII) CEO Compensation For The Time Being

Apr 19
Shareholders Will Probably Hold Off On Increasing Polaris Inc.'s (NYSE:PII) CEO Compensation For The Time Being

Recent updates

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

Jul 23
The Market Lifts Polaris Inc. (NYSE:PII) Shares 32% But It Can Do More

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

Jun 28
Why Polaris Inc. (NYSE:PII) Could Be Worth Watching

Polaris: More Turbulence Ahead

Jun 09

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

May 27
Is Polaris Inc. (NYSE:PII) Trading At A 39% Discount?

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

Apr 26
Polaris (NYSE:PII) Is Finding It Tricky To Allocate Its Capital

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

Apr 08
Benign Growth For Polaris Inc. (NYSE:PII) Underpins Stock's 26% Plummet

Is Polaris (NYSE:PII) A Risky Investment?

Mar 24
Is Polaris (NYSE:PII) A Risky Investment?

Polaris: Ultimate Contrarian Bet That Pays Big Dividends

Feb 11

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

Feb 03
Polaris (NYSE:PII) Is Increasing Its Dividend To $0.67

Polaris Stock More Compelling Than Treasuries

Jan 31

Approaching The Pain Summit? Looking Opportunistically At Polaris Into 2025 As It Trades At Pandemic Levels

Dec 30

Polaris (NYSE:PII) Could Be Struggling To Allocate Capital

Nov 12
Polaris (NYSE:PII) Could Be Struggling To Allocate Capital

Polaris: Despite Short-Term Challenges, Long-Term Outlook Is Favorable

Nov 10

Polaris Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Oct 25
Polaris Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Polaris Inc.'s (NYSE:PII) Earnings Are Not Doing Enough For Some Investors

Oct 21
Polaris Inc.'s (NYSE:PII) Earnings Are Not Doing Enough For Some Investors

Should You Think About Buying Polaris Inc. (NYSE:PII) Now?

Oct 06
Should You Think About Buying Polaris Inc. (NYSE:PII) Now?

Polaris (NYSE:PII) Takes On Some Risk With Its Use Of Debt

Aug 31
Polaris (NYSE:PII) Takes On Some Risk With Its Use Of Debt
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Operational Efficiencies And Innovation Navigate Through Economic Headwinds To Protect Long-Term Growth

The macroeconomic challenges and conservative inventory management by dealers may dampen short-term sales but operational efficiencies could enhance net margins.

Polaris' Short-Term Prospects Are Increasingly Cloudy

Aug 28

Polaris (NYSE:PII) Hasn't Managed To Accelerate Its Returns

Aug 13
Polaris (NYSE:PII) Hasn't Managed To Accelerate Its Returns

Earnings Miss: Polaris Inc. Missed EPS By 47% And Analysts Are Revising Their Forecasts

Jul 26
Earnings Miss: Polaris Inc. Missed EPS By 47% And Analysts Are Revising Their Forecasts

Polaris Stock: Less Compelling Than Treasury Notes

Jul 24

Polaris Inc. (NYSE:PII) Screens Well But There Might Be A Catch

Jul 02
Polaris Inc. (NYSE:PII) Screens Well But There Might Be A Catch

Polaris: Valuation Is Starting To Get Attractive

Jun 19

At US$78.58, Is Polaris Inc. (NYSE:PII) Worth Looking At Closely?

Jun 18
At US$78.58, Is Polaris Inc. (NYSE:PII) Worth Looking At Closely?

Does Polaris (NYSE:PII) Have A Healthy Balance Sheet?

May 22
Does Polaris (NYSE:PII) Have A Healthy Balance Sheet?

A Look At The Intrinsic Value Of Polaris Inc. (NYSE:PII)

May 09
A Look At The Intrinsic Value Of Polaris Inc. (NYSE:PII)

Shareholders Will Probably Hold Off On Increasing Polaris Inc.'s (NYSE:PII) CEO Compensation For The Time Being

Apr 19
Shareholders Will Probably Hold Off On Increasing Polaris Inc.'s (NYSE:PII) CEO Compensation For The Time Being

Polaris: Down 35% Since Last Year, It's Time To Buy

Apr 13

Is Now The Time To Look At Buying Polaris Inc. (NYSE:PII)?

Mar 07
Is Now The Time To Look At Buying Polaris Inc. (NYSE:PII)?

Is Polaris (NYSE:PII) A Risky Investment?

Feb 20
Is Polaris (NYSE:PII) A Risky Investment?

Polaris (NYSE:PII) Is Increasing Its Dividend To $0.66

Feb 05
Polaris (NYSE:PII) Is Increasing Its Dividend To $0.66

Polaris: Challenging Operating Conditions Persist Through Q4

Feb 05

CEO Compensation Analysis

How has Mike Speetzen's remuneration changed compared to Polaris's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2025n/an/a

US$40m

Dec 31 2024US$9mUS$1m

US$111m

Sep 30 2024n/an/a

US$204m

Jun 30 2024n/an/a

US$328m

Mar 31 2024n/an/a

US$393m

Dec 31 2023US$9mUS$1m

US$503m

Sep 30 2023n/an/a

US$596m

Jun 30 2023n/an/a

US$635m

Mar 31 2023n/an/a

US$642m

Dec 31 2022US$9mUS$1m

US$603m

Sep 30 2022n/an/a

US$497m

Jun 30 2022n/an/a

US$424m

Mar 31 2022n/an/a

US$437m

Dec 31 2021US$10mUS$1m

US$496m

Sep 30 2021n/an/a

US$604m

Jun 30 2021n/an/a

US$654m

Mar 31 2021n/an/a

US$263m

Dec 31 2020US$4mUS$644k

US$360m

Sep 30 2020n/an/a

US$25m

Jun 30 2020n/an/a

-US$53m

Mar 31 2020n/an/a

US$270m

Dec 31 2019US$3mUS$624k

US$324m

Sep 30 2019n/an/a

US$316m

Jun 30 2019n/an/a

US$324m

Mar 31 2019n/an/a

US$328m

Dec 31 2018US$3mUS$595k

US$335m

Compensation vs Market: Mike's total compensation ($USD9.03M) is about average for companies of similar size in the US market ($USD7.49M).

Compensation vs Earnings: Mike's compensation has been consistent with company performance over the past year.


CEO

Mike Speetzen (56 yo)

4.3yrs
Tenure
US$9,026,124
Compensation

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...


Leadership Team

NamePositionTenureCompensationOwnership
Michael Speetzen
CEO & Director4.3yrsUS$9.03m0.038%
$ 1.1m
Robert Mack
CFO, Executive VP of Finance & Corporate Development9.3yrsUS$5.25m0.048%
$ 1.4m
James Williams
Senior VP & Chief Human Resources Officer14.3yrsUS$2.16m0.079%
$ 2.3m
Michael Dougherty
President of On-Road & International9.8yrsUS$2.53m0.12%
$ 3.5m
Tony Kinsman
VP of Off Road Engineering & CTO1.5yrsno datano data
Victor Koelsch
Senior VP and Chief Digital & Information Officerno datano datano data
J.C. Weigelt
Vice President of Investor Relations3.5yrsno datano data
Matt Winings
Senior VP of general counsel & corporate secretaryless than a yearno data0.0032%
$ 93.5k
Pamela Kermisch
Chief Customer Growth Officerno datano datano data
Andrew Williams
President of Partsless than a yearno datano data
Benjamin Duke
President of Marine3.2yrsno data0.062%
$ 1.8m
Marc Suarez
Vice President of Off Road Operationsno datano datano data
3.5yrs
Average Tenure
56yo
Average Age

Experienced Management: PII's management team is considered experienced (3.5 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Michael Speetzen
CEO & Director4.2yrsUS$9.03m0.038%
$ 1.1m
John Wiehoff
Independent Chair of the Board18yrsUS$447.18kno data
Kevin Farr
Independent Director11.8yrsUS$302.89kno data
George Bilicic
Independent Director7.9yrsUS$293.96k0.0072%
$ 209.6k
George Adler
Executive Vice Chairman for TAP7.3yrsno datano data
Lawrence Kingsley
Independent Director9.5yrsUS$290.90k0.018%
$ 524.2k
Gary Hendrickson
Independent Director14.5yrsUS$326.59k0.0089%
$ 260.2k
Bernd Kessler
Independent Director15.5yrsUS$282.49kno data
Darryl Jackson
Independent Director4yrsUS$283.65kno data
Gwynne Shotwell
Independent Director6.3yrsUS$283.23kno data
Gwenne Henricks
Independent Director10yrsUS$279.68k0.0021%
$ 62.6k
9.5yrs
Average Tenure
64yo
Average Age

Experienced Board: PII's board of directors are considered experienced (9.5 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/07/23 20:19
End of Day Share Price 2025/07/23 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Polaris Inc. is covered by 39 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Craig KennisonBaird
Ishan MajumdarBaptista Research
David KelleyBB&T Capital Markets