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Stock impact report

Polaris Inc (PII) Q4 2025 Earnings Call Highlights: Strong Revenue Growth Amid Tariff Challenges [Yahoo! Finance]

Polaris Inc. (PII) 
Last polaris inc. earnings: 4/28 06:00 am Check Earnings Report
Company Research Source: Yahoo! Finance
North American Retail Sales: Increased by 9%, excluding youth. Tariff Costs: $37 million impact on adjusted gross margin in Q4. Adjusted EPS: Approximately $0.08 for Q4 2025. Operating Cash Flow: Approximately $180 million in Q4 2025. Free Cash Flow: $120 million in Q4 2025; $605 million for the full year 2025. Debt Reduction: Approximately $530 million paid down in 2025. Dealer Inventory: Down 9% excluding youth in ORV and more than 40% in snow. Adjusted EBITDA Margin: Contracted year-over-year due to tariffs and incentive compensation. 2026 Guidance: Expected total company sales growth of 1 to 3%. 2026 Adjusted EPS Guidance: $1.50 to $1.60. 2026 Tariff Impact: Approximately $90 million in incremental tariffs expected. Warning! GuruFocus has detected 12 Warning Signs with PII. Is PII fairly valued? Test your thesis with our free DCF calculator. Release Date: January 27, 2026 For the complete transcript of the earnings call, please refer to the full earnin Show less Read more
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