Polaris Inc. (PII) Earnings Call Analysis

NYSE · Consumer Cyclical · Recreational Vehicles

23/25

Growth 5 Margin 4 Expansion 5 Platform 4 Financial 5

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Earnings Reports

23
Polaris (PII) Q2 2026: Operational EPS Surges 26% Above Guidance as Utility and Commercial Drive Margin Expansion
July 28, 2026
19
Polaris (PII) Q1 2026: Utility Powersports Revenue Jumps 14% as Tariff Headwinds Offset by Mix and Efficiency Gains
April 28, 2026
14
Polaris (PII) Q4 2025: $400M Shipment-Driven Revenue Lift as Tariff Burden Reshapes Playbook
January 27, 2026
17
Polaris (PII) Q3 2025: Indian Motorcycle Divestiture Adds $50M EBITDA, Refocuses Margin Growth
October 28, 2025
10
Polaris (PII) Q2 2025: Tariff Exposure Climbs to $370M, Forcing Guidance Withdrawal and Recession Playbook
July 29, 2025
8
Polaris (PII) Q1 2025: Tariff Exposure Climbs to $225M as Guidance Withdrawn, Reshaping Playbook
July 07, 2025

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