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Polaris (PII)
NYSE:PII
Earnings Data
Report Date
Jul 29, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.12Last Year’s EPS
1.38Same Quarter Last Year
Based on 10 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 29, 2025
|% Change Since: -0.12%
|Next Earnings Date:Jul 29, 2025
Earnings Call Sentiment|Negative
The earnings call highlighted operational efficiencies, strong performance in premium products, and market share gains in Indian Motorcycles, but was overshadowed by significant sales declines, tariff uncertainties, and elevated promotions impacting margins. The withdrawal of full-year guidance reflects the challenging environment.Company Guidance
During the Polaris First Quarter 2025 Earnings Call, the company highlighted a challenging environment with a 12% decline in sales due to reduced shipments to manage dealer inventory amid a downturn in powersports. North American retail was down 7%, with utility business performing better than recreational products. Adjusted EPS was negative $0.90, at the midpoint of earlier guidance. The company's strategic mitigation of tariff impacts involved operational savings and deferring costs, yet led to the withdrawal of full year guidance due to tariff uncertainties. The tariff impact is anticipated to be less than $225 million after mitigation, with sourcing shifts reducing Chinese components by 30%. Despite these challenges, the company emphasized a commitment to innovation and dealer partnerships, aiming for long-term shareholder value through improved operations and product offerings.Operational Efficiency Improvements
The operations team has made significant progress with lean and operational efficiencies, achieving the highest Q1 operating free cash flow in nine years.
Strong Performance in Premium Products
Premium products such as Polaris XPEDITION and RANGER XP North Star had positive retail sales, highlighting strength among cash buyers.
Indian Motorcycles Market Share Gain
Indian Motorcycles gained meaningful market share in North America, driven by the new PowerPlus lineup in the heavyweight portfolio.
Dealer Relationships and Feedback
Dealers report strong relationships with Polaris, appreciating the company's commitment to reducing inventory and making appropriate adjustments.
Snowmobile Business Retail Growth
Late season snow in the flatlands resulted in strong retail growth of approximately 50% in the snowmobile business for the quarter.
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PII Earnings History
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 |
|---|---|---|---|
| Apr 29, 2025 | $33.74 | $33.83 | +0.27% |
| Jan 28, 2025 | $55.68 | $50.57 | -9.18% |
| Oct 22, 2024 | $78.24 | $70.46 | -9.94% |
| Jul 23, 2024 | $79.52 | $75.68 | -4.83% |
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 Jul 29, 2025, TBA Not Confirmed.
What is Polaris (PII) earnings time?
Polaris (PII) earnings time is at Jul 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 (Q2) is 0.12.
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