Polaris Inc.
PII
NYSE·Consumer Cyclical·Auto - Recreational Vehicles·Mkt cap $3.6B
$62.52
▲ +2.34%
P/E
-13.62
Mkt Cap
$3.6B
52-Wk Range
$47.14–$77.98
52-Week Range
$47.14 - $77.98
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 4.9% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Vertically integrated business model with owned retail network (101 locations) and direct e-commerce channels
- Comprehensive product ecosystem spanning vehicles, accessories, gear, and apparel creating customer lock-in
- 70-year brand heritage and market leadership in power sports with established dealer distribution network
- Diversified portfolio across multiple vehicle categories reducing dependence on single market segment
Bear Case
2 risks
- Average volatility.
- Premium valuation to Leisure Products peers
Growth
Turning profitable
Rising consumer spending on outdoor recreation and adventure lifestyle experiences post-pandemic
Value
Premium valuation to Leisure Products peers
Momentum
Weak
-7.6% over 3m
Quality
Stable
Mixed fundamentals
Dividend
Solid
4.33% yield
Smart-money signal
Who's buying PII right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 26, 2026
JUL 27, 2026
Reported EPS of $1.97 vs $0.76 consensus (+160.9% surprise). Revenue of $2.0B vs $2.0B expected (+3.5%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+160.9%
Revenue trend · last 8Q
—
-23%
-12%
-6%
+7%
+9%
+8%
+9%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$1.7B
$1.8B
$1.5B
$1.9B
$1.8B
$1.9B
$1.7B
$2.0B
Margins · last 8Q
Gross
23.6%
Operating
8.2%
Profit
5.3%
Wall Street consensus
6 analysts · 0% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
0%
Hold
100%
Sell
0%
Median Price Target
—
Latest: RBC Capital · Jul 29, 2026
vs Industry
How PII stacks vs Auto - Recreational Vehicles
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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