US · Consumer Cyclical · Recreational Vehicles
EPS came in at 1.97 against a street estimate of 0.77 — a beat of 155.8%.
Analysts rate Polaris Industries Inc a hold (3 buy, 14 hold, 1 sell out of 18) with an average price target of $72.33.
CONFIDENT Polaris beat Q2 expectations across metrics, gained ORV share for fifth consecutive quarter, raised full-year guidance twice. Tariff refunds ($74M) masked operational strength; excluding them, EPS $1.01 well above $0.70–$0.80 target. Utility and commercial drive growth; recreational softness persists. Q2 2026 ORV North America retail +5%, outperforming industry. Dealer inventory down 8% YoY, DSO ~100 days (below historical). Sales velocity up 18% H1. Analysts pressed on RANGER 500 buyer composition (new vs. trade-up—70% new-to-Polaris confirmed), commercial TAM (comparable to Indian Motorcycle, now focus area), and why beat exceeds guidance raise (commodity/macro caution, not all beats flow). Management emphasized operational discipline, dealer health, and incremental margin power. 2026-07-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 12.40% |
| Vanguard Portfolio Management, LLC | 4.90% |
| State Street Corp | 4.52% |
| Vanguard Capital Management, LLC | 4.23% |
| AQR Capital Management LLC | 3.82% |
| American Century Companies Inc | 3.54% |
| The Goldman Sachs Group Inc | 3.39% |
| Morgan Stanley - Brokerage Accounts | 3.05% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 POLARIS INC. - FORM 10-Q SUMMARY (Q2 2026) HEADLINE NUMBERS • Q2 2026 Sales: $2,022.8 million (vs. $1,852.7 million in Q2 2025) — up 9.2% • Six-mont | 2026-07-28 |
| Results announced · Q3 2026 POLARIS INC. Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 sales: $2,023 million, up 9% year-over-year • Q2 2026 reported diluted EPS: $1.82; | 2026-07-28 |
| Board / officer change · Q2 2026 POLARIS INC. DOCUMENT SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Polaris Inc. appointed Dustin J. Semach to its Board of Directors effective June 19, 2 | 2026-06-22 |
| Board / officer change · Q2 2026 POLARIS INC. - FORM 8-K SUMMARY April 30, 2026 --- HEADLINE NUMBERS • Annual Meeting Vote Share Count: 51,080,000 shares voted out of 56,615,893 sh | 2026-05-01 |
| Quarterly report · Q1 2026 POLARIS INC. – FORM 10-Q SUMMARY For Quarterly Period Ended March 31, 2026 --- HEADLINE NUMBERS • Sales: $1,658.7 million (Q1 2026) vs. $1,535.8 mi | 2026-04-28 |
| Results announced · Q2 2026 POLARIS INC. Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Sales: $1,658.7 million, up 8% year-over-year • Reported Diluted EPS: Loss of $0.83 per sha | 2026-04-28 |
| Proxy statement · Q2 2026 POLARIS INC. PROXY STATEMENT SUMMARY FOR RETAIL INVESTORS --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect three Class II directors for thre | 2026-03-17 |
| Annual report FY2025 POLARIS INC. – 2025 FORM 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market capitalization: $2,285,523,000 as of June 30, 2025 • Outstandin | 2026-02-13 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.68 / share ex-date Sep 1, 2026 · pay Sep 15, 2026 | 2026-09-01 |
| Dividend | $0.68 / share ex-date Jun 1, 2026 · pay Jun 15, 2026 | 2026-06-01 |
| Dividend | $0.68 / share ex-date Mar 2, 2026 · pay Mar 16, 2026 | 2026-03-02 |
| Dividend | $0.67 / share ex-date Dec 1, 2025 · pay Dec 15, 2025 | 2025-12-01 |
| Dividend | $0.67 / share ex-date Sep 2, 2025 · pay Sep 15, 2025 | 2025-09-02 |
| Announcement | Date |
|---|---|
| Announces separation and sale of Indian Motorcycle Business Polaris Inc. announced plans to separate its Indian Motorcycle business into a standalone company. The company will record significant impairment charges of $275-$325 million (pre-tax) or $2 | 2025-10-14 |
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Google PlayApp StoreData updated 2026-09-18.