PII
Polaris·NYSE
--
--(--)
--
--(--)
PII fundamentals
Polaris (PII) released its earnings on Jan 27, 2026: revenue was 1.92B (YoY +9.42%), beat estimates; EPS was 0.08 (YoY -91.30%), beat estimates.
Revenue / YoY
1.92B
+9.42%
EPS / YoY
0.08
-91.30%
Report date
Jan 27, 2026
PII Earnings Call Summary for Q4,2025
- Resilient Growth: Q4 2025 sales up 9%, driven by utility vehicles and inventory alignment. Excluding youth, North American retail growth 9%.
- Tariff Mitigation Progress: China-based spend reduced to 14% of COGS (target <5% by 2027), saving $60M in 2025. Quality improvements cut warranty costs by $25M.
- 2026 Outlook: Sales growth 1-3%, EBITDA margin expansion 80-120bps, EPS $1.50-$1.60. Key drivers: $400M+ volume benefit, $90M tariffs, and $30M absorption savings.
- Strategic Moves: Separation of Indian Motorcycle (Q1 2026) to add $0.75-$0.80 EPS. Lean manufacturing improvements targeting 40% incremental margin on volume growth.
- Financial Strength: 2025 free cash flow $741M, 2026 guidance $120M. Focus on debt reduction and dividend sustainability.
EPS
Revenue
Revenue & Expenses
PII has released its 2025 Q4 earnings report, with revenue of 1.92B, reflecting a YoY change of 9.49%, and net profit of -303.30M, showing a YoY change of -2908.33%. The Sankey diagram below clearly presents PII's revenue sources and cost distribution.
Key Indicators
Polaris (PII) key financial stats and ratios, covering profitability, financial health, and leverage.
Polaris (PII)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
Trend
Breakdown
Polaris (PII)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
Trend
Breakdown
Polaris (PII)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
Trend
Breakdown
Where does Polaris (PII) generate its revenue? Explore its key revenue streams and top earning regions.
By Business
Data source:
By Region
Data source:
Track Polaris (PII) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
Payout Ratio
Dividend Yield
You can ask Aime
What is Polaris's latest dividend and current dividend yield?What is the market's earnings forecast for Polaris next quarter?What were the key takeaways from Polaris's earnings call?What does Polaris do and what are its main business segments?What guidance did Polaris's management provide for the next earnings period?What were the key takeaways from Polaris’s earnings call?What is Polaris's gross profit margin?Did Polaris beat or miss consensus estimates last quarter?
