Polaris Inc.

NYSE:PII Stok Raporu

Piyasa değeri: US$3.8b

Polaris Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 0/6

Polaris şirketinin kazançları yıllık ortalama -43.1% oranında azalırken, Leisure sektörünün kazançları yıllık 5.4% oranında azalan oldu. Gelirler yıllık ortalama 1.5% oranında azalan oldu.

Anahtar bilgiler

-43.14%

Kazanç büyüme oranı

-42.26%

EPS büyüme oranı

Leisure Sektör Büyümesi16.88%
Gelir büyüme oranı-1.52%
Özkaynak getirisi-58.97%
Net Marj-6.07%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

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

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 02
Polaris' (NYSE:PII) Shareholders Will Receive A Bigger Dividend Than Last Year

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.

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 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

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

Gelir ve Gider Dağılımı

Polaris nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.

Kazanç ve Gelir Geçmişi

NYSE:PII Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
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

Kaliteli Kazançlar: PII şu anda kârlı değil.

Büyüyen Kar Marjı: PII şu anda kârlı değil.

Serbest Nakit Akışı ve Kazanç Analizi

Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: PII kârlı değildir ve zararlar son 5 yılda yılda 43.1% oranında artmıştır.

Büyüme Hızlandırma: PII 'un son bir yıldaki kazanç büyümesinin 5 yıllık ortalamasıyla karşılaştırılması mümkün değil çünkü şu anda kârlı değil

Kazançlar vs. Sektör: PII kârlı olmadığından, geçmiş yıl kazanç büyümesinin Leisure sektörüyle ( -31.4% ) karşılaştırılması zorlaşıyor.

Özkaynak Getirisi

Yüksek ROE: PII hissesi şu anda kârlı olmadığından negatif Özsermaye Getirisi'ne ( -58.97% ) sahiptir.

Varlık Getirisi

Kullanılan Sermaye Getirisi

Geçmişte güçlü performans gösteren şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/04/29 12:43
Gün Sonu Hisse Fiyatı2026/04/29 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Polaris Inc. 34 Bu analistlerden 18, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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