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Polaris Industries (PII)
NYSE:PII
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Polaris (PII) Price & Analysis

1,018 Followers

PII Stock Chart & Stats

$57.91
-$1.99(-3.42%)
At close: 4:00 PM EST
$57.91
-$1.99(-3.42%)

Bulls Say, Bears Say

Bulls Say
Cash Generation & Capital ReturnsConsistent historical free cash flow and recent large debt paydowns demonstrate durable internal funding capacity. Positive FCF cushions operating losses, supports dividend continuity and strategic investments, and reduces refinancing pressure—improving resilience across multi-quarter cycles.
Operational Efficiency / Lean SavingsMaterial, realized structural savings and rising plant utilization indicate sustainable cost competitiveness. These operational improvements compress the company's cost base, supporting margin recovery independent of short-term pricing, and increase upside as supply-chain shifts complete.
Product Momentum & Market ShareStable organic growth, consecutive ORV share gains, and strong snowmobile demand reflect durable product competitiveness and channel execution. Healthy retail trends and award-winning launches underpin repeat purchase economics and PG&A tailwinds from a growing installed base over the medium term.
Bears Say
Elevated LeverageHigh debt relative to equity limits financial flexibility and raises interest and covenant vulnerability during downturns. Declining equity and negative ROE weaken balance-sheet buffers, constraining capital allocation and increasing execution risk until profitability and equity levels recover.
Weak ProfitabilityNegative operating results and a material swing in margins impair internal funding and erode returns. Sustained losses reduce retained earnings, limit reinvestment capacity and make the company more reliant on cash reserves or debt to fund growth and tariffs until operating leverage is restored.
Tariff & Commodity HeadwindsLarge, multi-year tariff exposure and rising commodity costs are structural margin drags and create supply-chain complexity. Mitigation is multi-year (targeting <5% China COGS by end-2027) and uncertain refunds increase planning risk, pressuring margins and cash generation over the next 2–3 years.

Polaris News

PII FAQ

What was Polaris Industries’s price range in the past 12 months?
Polaris Industries lowest stock price was $38.42 and its highest was $75.25 in the past 12 months.
    What is Polaris Industries’s market cap?
    Polaris Industries’s market cap is $4.13B.
      When is Polaris Industries’s upcoming earnings report date?
      Polaris Industries’s upcoming earnings report date is Jul 28, 2026 which is in 30 days.
        How were Polaris Industries’s earnings last quarter?
        Polaris Industries released its earnings results on Apr 28, 2026. The company reported $0.13 earnings per share for the quarter, beating the consensus estimate of -$0.393 by $0.523.
          Is Polaris Industries overvalued?
          According to Wall Street analysts Polaris Industries’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Polaris Industries pay dividends?
            Polaris Industries pays a Quarterly dividend of $0.68 which represents an annual dividend yield of 3.99%. See more information on Polaris Industries dividends here
              What is Polaris Industries’s EPS estimate?
              Polaris Industries’s EPS estimate is 0.72.
                How many shares outstanding does Polaris Industries have?
                Polaris Industries has 56,886,166 shares outstanding.
                  What happened to Polaris Industries’s price movement after its last earnings report?
                  Polaris Industries reported an EPS of $0.13 in its last earnings report, beating expectations of -$0.393. Following the earnings report the stock price went up 8.878%.
                    Which hedge fund is a major shareholder of Polaris Industries?
                    Currently, no hedge funds are holding shares in PII
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Polaris Industries

                      Polaris Inc. is a global enterprise specializing in the design, engineering, production, and distribution of powersports vehicles. Its business is structured across three primary segments: Off-Road, On-Road, and Marine. The company's off-road lineup features all-terrain vehicles (ATVs), side-by-side utility vehicles, snowmobiles, and innovative snow bike conversion systems. This segment also produces low-emission, light-duty transport, passenger, and industrial vehicles. For paved roads, Polaris offers a selection of motorcycles, quadricycles, and moto-roadsters. Beyond the vehicles themselves, Polaris provides an extensive array of complementary accessories. For off-road vehicles, these include functional items like winches, plows, and tracks, as well as comfort and style elements such as cab systems, lighting, audio, and specialized wheels. Snowmobile owners can find covers, traction enhancers, electric starters, and various bags and windshields. Motorcycle enthusiasts have access to saddlebags, custom handlebars, exhaust systems, and decorative chrome. Furthermore, Polaris markets a full range of protective gear and apparel, encompassing helmets, jackets, gloves, and boots. Within its Marine division, the company manufactures both pontoon and deck boats. Polaris products are sold through a broad network of dealers and distributors, and directly via its online platforms. Aftermarket parts, apparel, and accessories are additionally available through its 101 physical retail centers, call centers, and e-commerce websites. Founded in 1954 as Polaris Industries Inc., the company's headquarters are located in Medina, Minnesota.

                      Polaris (PII) Earnings & Revenues

                      PII Company Deck

                      PII Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveyed a strong operational quarter with notable wins: double-digit organic sales growth excluding Indian, meaningful margin expansion, EPS upside, robust product momentum, lean-driven savings and improved dealer inventory and cash generation. However, material and lingering external risks remain — primarily tariff-related costs (~$215M expected), recent Section 232 changes that offset IEEPA benefits, rising commodity costs, and consumer/geopolitical uncertainty — prompting management to maintain a conservative outlook. On balance, internal execution and financial performance significantly outweighed the external headwinds during the quarter, but the company remains cautious due to policy and macro uncertainty.View all PII earnings summaries

                      PII Revenue Breakdown

                      78.17%78.17%13.26%8.57%
                      78.17% Off Road
                      13.26% On Road
                      8.57% Marine
                      tipranks

                      PII Stock 12 Month Forecast

                      Average Price Target

                      $68.30
                      ▲(17.94% Upside)
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