Polaris Inc. Q2 Earnings Exceed Expectations, Analysts Raise Forecasts

Polaris Inc. reported better-than-expected Q2 earnings with adjusted EPS of 40 cents, beating estimates of a loss of 4 cents. Quarterly sales were $1.852 billion, surpassing expectations of $1.720 billion. Polaris raised its Q3 sales forecast to $1.6-$1.8 billion, compared to estimates of $1.671 billion. Analysts at Baird, RBC Capital, and MO Capital maintained their neutral or market perform ratings but raised their price targets for the stock.

Polaris Inc. (PII) reported better-than-expected Q2 2025 earnings, with adjusted earnings per share (EPS) of $0.40, beating estimates of a loss of $0.04. The company's quarterly sales of $1.852 billion also surpassed expectations of $1.720 billion. Polaris raised its Q3 sales forecast to a range of $1.6 billion to $1.8 billion, compared to analysts' estimates of $1.671 billion [2].

The company's strong performance was driven by resilience in its off-road vehicle and powersports segments, despite a 6% decrease in total sales compared to the same period last year. Polaris also provided guidance for the next quarter that was better than analysts had anticipated, citing improved operational efficiency and cost management [3].

Analysts at Baird, RBC Capital, and MO Capital maintained their neutral or market perform ratings but raised their price targets for the stock. This positive sentiment reflects the company's ability to navigate macroeconomic uncertainty and maintain profitability [4].

Polaris's stock price rose by 10.9% in the morning session following the earnings release, indicating investor confidence in the company's performance and outlook [4]. Despite the strong quarterly results, Polaris continues to withhold full-year 2025 guidance due to ongoing trade and economic uncertainty [2].

References:
[1] https://www.stocktitan.net/news/RAMPF/polaris-renewable-energy-announces-q2-2025-rv4awvwh5l6x.html
[2] https://www.rttnews.com/3558760/polaris-industries-guides-q3-sales-in-line-with-estimates-stock-up-8-update.aspx
[3] https://seekingalpha.com/news/4476031-polaris-declares-0_67-dividend
[4] https://finance.yahoo.com/news/polaris-pii-shares-skyrocket-know-182641561.html