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PII Earnings

Polaris Inc
$
53.090
+0.07(0.132%)1D
  • Overview
  • Forecast
  • Valuation
  • Earnings

Earning Analysis

Welcome to our in-depth analysis of Polaris Inc(PII) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Polaris Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.

Earnings Forecast

Revenue
EPS
Currency: USD
Actual
Estimate

Surprise Analysis

Name
EPS
Revenue
Price Reaction
Fiscal QuarterEarning DateTimeEstimateActualSurprise%EstimateActualSurprise%1D5D
FY2025Q22025-07-29Pre-Market0.050.40+700.001.72B1.85B+7.87+16.84-
FY2025Q12025-04-29Pre-Market-0.91-0.90+1.101.53B1.54B+0.34+0.27+3.23
FY2024Q42025-01-28Pre-Market0.880.92+4.551.68B1.75B+4.31-9.16-22.68
FY2024Q32024-10-22Pre-Market0.870.73-16.091.77B1.72B-2.75-9.94-7.66
FY2024Q22024-07-23-2.271.38-39.212.17B1.96B-9.78-4.82+0.67
FY2024Q12024-04-23-0.060.23+283.331.75B1.74B-0.59-1.93-1.59
FY2023Q42024-01-30-2.671.98-25.842.24B2.29B+2.19-3.79-5.11
FY2023Q32023-10-24-2.722.71-0.372.26B2.25B-0.44-2.69-8.13
-2023-07-25-2.132.42+13.62----1.28+0.97
-2023-04-25-1.732.05+18.50----2.22+0.33

PII Earnings Analysis

Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Polaris Inc reported performance for FY2025Q2, announced on 2025-07-29. The company achieved an EPS of 0.40, compared to analyst estimates of 0.05 by 700.00% . Revenue for the quarter reached 1.85B compared to expectations of 1.72B by 7.87% .
The stock price reacted with a 16.84% one-day change and a % five-day change following the earnings release. These movements reflect market reaction in Polaris Inc growth trajectory and strategic initiatives.

PII Earnings Forecast

Looking ahead, Polaris Inc(PII) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q3 project quarter revenue of 1.69B and an EPS of -0.13.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Downward by -0.17%, while EPS estimates have been Revise Upward by 6.23%. For the upcoming Q2 2025, revenue estimates have been adjusted Revise Downward by -1.56% . These revisions correlate with a 52.91% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Polaris Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.

Estimate Revision

The chart shows the correlation between PII's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Downward
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-0.17%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
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+6.23%
In Past 3 Month
Revenue Estimates for Q2 2025
Revise Downward
down Image
-1.56%
In Past 3 Month
Stock Price
Go Up
up Image
+52.91%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
--
Revenue Estimate-Annual FY 2025:6.65B
--
EPS Estimate-Annual FY 2025:-1.42
Stock Price53.09

PII Revenue and EPS Performance: A Historical Perspective

Polaris Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q2 (2025-07-29,Pre-Market):
EPS: 0.40 (Actual) vs.0.05 (Estimate) (700.00%)
Revenue: 1.85B (Actual) vs. 1.72B (Estimate) (7.87%)
Price Reaction: 16.84%(1-Day), %(5-Day)
FY2025Q1 (2025-04-29,Pre-Market):
EPS: -0.90 (Actual) vs.-0.91 (Estimate) (1.10%)
Revenue: 1.54B (Actual) vs. 1.53B (Estimate) (0.34%)
Price Reaction: 0.27%(1-Day), 3.23%(5-Day)
FY2024Q4 (2025-01-28,Pre-Market):
EPS: 0.92 (Actual) vs.0.88 (Estimate) (4.55%)
Revenue: 1.75B (Actual) vs. 1.68B (Estimate) (4.31%)
Price Reaction: -9.16%(1-Day), -22.68%(5-Day)
Earnings Reaction
The chart below shows how PII performed 10 days before and after its earnings report, based on data from the past quarters. Typically, PII sees a +1.75% change in stock price 10 days leading up to the earnings, and a -1.62% change 10 days following the report. On the earnings day itself, the stock moves by -1.87%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in JUN/2025, the stock changed -8.29% on the day following the earnings release and then changed by -8.16% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.

Transcript Summary

Polaris Inc (PII) Q2 2025 Earnings Call Summary
Neutral
2025-07-29
The earnings call presents a mixed picture. While there are positives like strong marine sales and operating cash flow, off-road and on-road sales have declined. The absence of full-year guidance and management's avoidance of specific future projections add uncertainty. The Q&A highlights efforts to mitigate tariffs and maintain competitiveness, but high tariffs and interest rates remain challenges. The market cap indicates a moderate reaction, leading to a neutral sentiment prediction.
Polaris Inc (PII) Q1 2025 Earnings Call Summary
Negative
2025-04-29
The earnings call reveals several negative indicators: declining sales across segments, reduced EPS, and lower margins. The Q&A section highlights concerns about tariffs, inelastic pricing, and inventory issues. Despite strong free cash flow and NPS, the lack of guidance on tariffs and potential dividend cuts weigh heavily. The market cap suggests moderate volatility, leading to a 'Negative' prediction, with the stock likely to decrease between -2% to -8% over the next two weeks.
Polaris Inc (PII) Q4 2024 Earnings Call Summary
Negative
2025-01-31
The earnings call highlights several challenges: a significant decline in EPS, increased competitive pressures, and unfavorable market conditions. While operational efficiencies improved margins slightly, reduced sales, negative absorption, and increased promotional activity weigh heavily. The Q&A revealed cautious industry outlooks and management's avoidance of direct answers on tariffs, adding uncertainty. Despite a consistent dividend policy, lack of share repurchases and focus on debt reduction signal financial conservatism. Considering the company's market cap and overall negative sentiment, a stock price decline of -2% to -8% is expected over the next two weeks.
Polaris Inc. (PII) Q3 2024 Earnings Call Summary
Negative
2024-10-22
The earnings call summary indicates a challenging financial environment for Polaris, with declining sales across various segments and reduced cash generation expectations. Operational efficiencies and shareholder returns provide some positive aspects, but these are overshadowed by significant risks like sales decline, competitive pressures, and economic factors. The Q&A section reveals concerns about inventory management and economic uncertainties, further dampening sentiment. Despite operational improvements, the negative financial results and cautious future outlook suggest a negative stock price reaction over the next two weeks.
Polaris, Inc. (PII) Q2 2024 Earnings Call Summary
Negative
2024-07-23
The earnings call summary indicates weak financial performance with a 12% sales decline and over 50% EPS drop. Despite operational savings, margins are pressured by promotions and interest rates. Market share loss and reduced guidance further highlight challenges. The Q&A section reveals uncertainty about retail environment and EPS guidance, leading to cautious sentiment. The shareholder return plan is positive, but not enough to offset overall negative sentiment. Given the market cap of $4.38 billion, the stock price is likely to experience a negative movement between -2% to -8% over the next two weeks.

FAQ

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What were the key highlights of PII’s latest earnings report for FY2025Q2?

PII reported its FY2025Q2 earnings on 2025-07-29, showcasing a revenue of 1.85B against an estimate of 1.72B, resulting in a 7.87% surprise. The EPS was 0.4, surpassing the expected 0.05 by 700% . The stock experienced a 16.84% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.
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How did PII’s stock price react after the FY2025Q2 earnings release?

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What are the revenue and EPS estimates for PII for 2025/Q3?

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How does PII’s stock price correlate with earnings forecast revisions?

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What should investors expect from PII’s next earnings report?

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What is the sentiment in Polaris Inc (PII) Q2 2025 Earnings Call Summary?