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Polaris (PII)
NYSE:PII
US Market

Polaris (PII) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Apr 29, 2025
TBA Not Confirmed
Period Ending
2025 (Q1)
Consensus EPS Forecast
-0.86
Last Year’s EPS
0.23
Same Quarter Last Year
Based on 12 Analysts Ratings
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Earnings Call Summary

Earnings Call Date:Jan 28, 2025
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% Change Since: -18.86%
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Next Earnings Date:Apr 29, 2025
Earnings Call Sentiment|Negative
The earnings call reflects a challenging year for Polaris with significant revenue declines, particularly in the snow and motorcycle segments, which were impacted by external factors like weather and competitive promotions. While there are achievements in new product innovations and operational efficiencies, these highlights were overshadowed by the financial pressures and market challenges faced in 2024. The outlook for 2025 remains cautious with anticipated continued challenges in key segments.
Company Guidance
During the Polaris Fourth Quarter 2024 Earnings Call, the company provided guidance for 2025, expecting sales to decline slightly due to lower shipment volumes and a strong U.S. dollar. The company's EBITDA margin is anticipated to drop by 170 to 200 basis points, attributed to increased costs, including the reset of their employee profit-sharing program, unfavorable product mix, and negative absorption resulting from lower production targets. Despite these challenges, Polaris projects an adjusted EPS of approximately $1.10 for 2025, reflecting efforts to manage dealer inventory efficiently and focus on innovation. The company plans to generate about $350 million in adjusted free cash flow by reducing finished goods inventory and lowering capital expenditures. Their strategic initiatives aim to position Polaris for stronger incremental margins and improved profitability as the market recovers.
New Product Innovations
Polaris concluded 2024 with a robust portfolio of new product innovations, including the new Indian Motorcycle Scout lineup, RZR Pro lineup, quality improvements in Ranger, and new boats from Bennington and Hurricane.
Lean and Operational Efficiencies
Polaris realized over $200 million in structural savings in 2024 and identified additional opportunities for 2025 and beyond, contributing to operational efficiencies.
Positive Youth Segment Performance
Youth and recreational retail was up strong double digits in the fourth quarter due to a positive holiday selling season and favorable comparisons to last year.
Innovation in Marine Segment
Positive feedback has been received for the innovation in the Marine segment, with new products like the redesigned helms in Bennington pontoons and the new Series M.
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Polaris (PII) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

PII Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 29, 20252025 (Q1)
-0.86 / -
0.23
Jan 28, 20252024 (Q4)
0.89 / 0.92
1.98-53.54% (-1.06)
Oct 22, 20242024 (Q3)
0.88 / 0.73
2.71-73.06% (-1.98)
Jul 23, 20242024 (Q2)
2.25 / 1.38
2.42-42.98% (-1.04)
Apr 23, 20242024 (Q1)
0.05 / 0.23
2.05-88.78% (-1.82)
Jan 30, 20242023 (Q4)
2.56 / 1.98
3.46-42.77% (-1.48)
Oct 24, 20232023 (Q3)
2.71 / 2.71
3.25-16.62% (-0.54)
Jul 25, 20232023 (Q2)
2.21 / 2.42
2.420.00% (0.00)
Apr 25, 20232023 (Q1)
1.72 / 2.05
1.2958.91% (+0.76)
Jan 31, 20232022 (Q4)
3.26 / 3.46
2.1660.19% (+1.30)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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PII Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jan 28, 2025$56.52$51.34-9.16%
Oct 22, 2024$79.42$71.53-9.93%
Jul 23, 2024$80.72$76.83-4.82%
Apr 23, 2024$85.99$84.33-1.93%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ

When does Polaris (PII) report earnings?
Polaris (PII) is schdueled to report earning on Apr 29, 2025, TBA Not Confirmed.
    What is Polaris (PII) earnings time?
    Polaris (PII) earnings time is at Apr 29, 2025, TBA Not Confirmed.
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is PII EPS forecast?
          PII EPS forecast for the fiscal quarter 2025 (Q1) is -0.86.
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