Polaris Reports Q4 Earnings with Revenue Growth and EPS Beat
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 27 Jan 26
Source: seekingalpha
Polaris Inc. shares fell 7.39% as the stock hit a 5-day low amid broader market gains.
The company reported a Q4 non-GAAP EPS of $0.08, beating expectations by $0.04, indicating improved profitability despite ongoing market challenges. Revenue for Q4 reached $1.91 billion, a 9.1% year-over-year increase, surpassing market expectations by $90 million. However, Polaris anticipates adjusted diluted EPS to range between $1.50 and $1.60 for 2026, below the consensus of $1.70, highlighting challenges in maintaining profitability amid cost pressures.
Despite the earnings beat, investor concerns regarding future profitability led to a significant drop in share price, reflecting the cautious outlook provided by the company.
Analyst Views on PII
Wall Street analysts forecast PII stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for PII is 66.67 USD with a low forecast of 57.00 USD and a high forecast of 72.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Analyst Rating
0 Buy
10 Hold
0 Sell
Hold
Current: 69.110
Low
57.00
Averages
66.67
High
72.00
Current: 69.110
Low
57.00
Averages
66.67
High
72.00
About PII
Polaris Inc. is engaged in the design, engineering, manufacturing and marketing of powersports vehicles. The Company also designs and manufactures or sources parts, garments and accessories (PG&A), which includes aftermarket accessories and apparel. Its Off Road segment consists of off-road vehicles (ORVs) and snowmobiles. Its On Road segment designs and manufactures motorcycles, moto-roadsters, light-duty hauling, and passenger vehicles. Its Marine segment designs and manufactures boats that are designed to compete in key segments of the recreational marine industry, specifically pontoon and deck boats. Its product line-up includes the RANGER, RZR and Polaris XPEDITION and GENERAL side-by-side off-road vehicles; Sportsman all-terrain ORVs; military and commercial off-road vehicles; snowmobiles; Indian Motorcycle mid-size and heavyweight motorcycles; Slingshot moto-roadsters; Aixam quadricycles; Goupil electric vehicles; and pontoon and deck boats, including Bennington pontoons.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
