Polaris Inc.
PII
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Polaris Inc. is well-positioned in the recreational vehicle industry, benefiting from a growing consumer interest in outdoor activities and adventure travel.
- Revenue increased by 22% compared to the prior quarter, reaching $2.0 billion.
- Gross margin improved to 23.6%, up from 20.2% in the previous quarter.
- The company has a high debt-to-equity ratio of 244.9, indicating potential financial risk.
- Polaris reported a net income loss of $47.4 million in Q1 2026, compared to a profit of $110.8 million in 2024.
- The overall score indicates a 'Sell' signal with a score of -6.00, reflecting negative market trends.
Fundamentals
| Market cap | $3.01B | Enterprise value | $4.77B | Trailing P/E | — | Forward P/E | 15.53 |
| PEG | 3.34 | Price / book | 3.59 | Beta | 1.34 | Dividend yield | 5.15% |
| Revenue growth | 8.8% | Earnings growth | — | Gross margin | 21.9% | Operating margin | 7.2% |
| Profit margin | -3.5% | ROE | -25.6% | ROA | 2.6% | Debt / equity | 2.45 |
| Current ratio | 1.20 | Free cash flow | $277.10M | Analyst recommendation | hold | Mean target | $71.47 |
| 52w high | $77.98 | 52w low | $47.14 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | |
|---|---|---|---|---|---|---|
| Revenue | $2.0B | $1.7B | $1.9B | $1.8B | $1.9B | — |
| Op margin | 7.2% | -0.5% | -1.7% | 3.4% | 2.1% | — |
| Net income | $106M | -$47.4M | -$304M | -$15.8M | -$79.3M | — |
| Gross margin | 23.6% | 20.2% | 20.0% | 20.7% | 19.4% | — |
| Gross profit | $478M | $335M | $384M | $380M | $359M | — |
| Operating income | $146M | -$7.5M | -$32.0M | $62.7M | $39.7M | — |
- Revenue +22% vs prior quarter ($2.0B vs $1.7B).
- Gross margin 23.6% (was 20.2% prior quarter).
- Operating margin expanded to 7.2%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $7.2B | $7.2B | $8.9B | $8.6B | — |
| Op margin | 0.5% | 4.0% | 7.8% | 9.4% | — |
| Net income | -$466M | $111M | $503M | $447M | — |
| Gross margin | 19.1% | 20.4% | 21.9% | 22.8% | — |
| Gross profit | $1.4B | $1.5B | $2.0B | $2.0B | — |
| Operating income | $34.3M | $291M | $701M | $805M | — |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-07 · Spotting Winners: Polaris (NYSE:PII) And Consumer Discretionary - Leisure Products Stocks In Q2
2026-10-06 · Polaris Schedules Third Quarter 2026 Earnings Conference Call and Webcast
2026-09-30 · 3 Consumer Stocks We Approach with Caution
2026-09-28 · 3 of Wall Street’s Favorite Stocks with Questionable Fundamentals
2026-09-27 · Polaris Pays a 5.15% Yield. Should Income Investors Trust It More Than Hasbro?
2026-09-19 · Why Polaris (PII) Stock Is Falling Today
2026-09-18 · UBS Adjusts Price Target on Polaris to $61 From $67, Keeps Neutral Rating
2026-09-17 · BENNINGTON PONTOONS CELEBRATES 30 YEARS WITH ITS MOST CAPABLE AND PERSONALIZED PONTOON LINEUP YET
2026-09-15 · WAYNE MATLOCK WINS SCORE BAJA 400 IN POLARIS RZR PRO R FACTORY, CLAIMS $50,000 POLARIS SCORE CHALLENGE
2026-09-10 · 3 Top-Rated Auto Stocks with Dividend Yields Above 3%
2026-09-04 · Zacks.com featured highlights include Polaris, Intrepid Potash, Interface, NetScout Systems and Acme United
2026-09-03 · 5 High-Efficient Stocks With Strong Financial Performance
Price (daily)
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