PII Earnings Date: Jan 26, 2027 (Estimated) — Polaris Inc.
NYSE · Consumer Discretionary · Recreational Vehicles
Updated
When is PII's next earnings date?
Polaris Inc. (PII) is expected to report Q4 2026 earnings on Tuesday, January 26, 2027 at 6:00 AM ET (before market open); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $0.48 on revenue of $1.86B.
How did PII do in its last earnings report?
In its most recent report on Oct 27, 2026, Polaris Inc. posted EPS of $1.08 versus the $0.59 estimate, a beat of 82.1%. Revenue was $2.04B against a $1.90B estimate. The stock's 1-day post-earnings move was +6.3%.
How much does PII stock move after earnings?
PII beat EPS estimates in 8 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 6.9% (up or down) in the day after earnings.
About Polaris Inc.
Polaris Inc. is a global enterprise specializing in the design, engineering, production, and distribution of powersports vehicles. Its business is structured across three primary segments: Off-Road, On-Road, and Marine. The company's off-road lineup features all-terrain vehicles (ATVs), side-by-side utility vehicles, snowmobiles, and innovative snow bike conversion systems. This segment also produces low-emission, light-duty transport, passenger, and industrial vehicles. For paved roads, Polaris offers a selection of motorcycles, quadricycles, and moto-roadsters. Beyond the vehicles themselves, Polaris provides an extensive array of complementary accessories. For off-road vehicles, these include functional items like winches, plows, and tracks, as well as comfort and style elements such as cab systems, lighting, audio, and specialized wheels. Snowmobile owners can find covers, traction enhancers, electric starters, and various bags and windshields. Motorcycle enthusiasts have access to saddlebags, custom handlebars, exhaust systems, and decorative chrome. Furthermore, Polaris markets a full range of protective gear and apparel, encompassing helmets, jackets, gloves, and boots. Within its Marine division, the company manufactures both pontoon and deck boats. Polaris products are sold through a broad network of dealers and distributors, and directly via its online platforms. Aftermarket parts, apparel, and accessories are additionally available through its 101 physical retail centers, call centers, and e-commerce websites. Founded in 1954 as Polaris Industries Inc., the company's headquarters are located in Medina, Minnesota.
🤖 AI Earnings Analysis
Polaris delivered a strong EPS beat at $1.08 versus $0.59, but revenue fell 32.6% year over year, underscoring persistent pressure in recreational vehicles. Full-year guidance remains $3.00–$3.10 EPS and $7.3–$7.5 billion revenue; the beat alone does not signal recovery.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-27 | 0.59 | 1.08 | +82.12% | $2.04B | ✅ Beat | +6.33% | — | — | |
| 2026-07-28 | Q2 2026 | 0.72 | 1.97 | +173.61% | $2.02B | ✅ Beat | -4.15% | -5.43% | -14.91% |
| 2026-04-27 | Q1 2026 | -0.41 | 0.13 | +131.71% | $1.66B | ✅ Beat | +8.89% | +2.56% | +13.44% |
| 2026-01-27 | Q4 2025 | 0.05 | 0.08 | +60.00% | $1.92B | ✅ Beat | -4.23% | -6.88% | -9.95% |
| 2025-10-28 | Q3 2025 | 0.28 | 0.41 | +46.43% | $1.84B | ✅ Beat | -5.30% | -7.78% | -6.08% |
| 2025-07-29 | Q2 2025 | -0.02 | 0.40 | +2100.00% | $1.85B | ✅ Beat | +16.82% | +1.92% | +13.45% |
| 2025-04-29 | Q1 2025 | -0.91 | -0.90 | +1.10% | $1.54B | ✅ Beat | +0.29% | +0.54% | +17.98% |
| 2025-01-28 | Q4 2024 | 0.90 | 0.92 | +2.22% | $1.75B | ✅ Beat | -9.16% | -22.69% | -17.85% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q3 FY26 · $2.04B total
| Segment | Share | Revenue | YoY | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 |
|---|---|---|---|---|---|---|---|
| Wholegoods | 72.2% | $1.48B | +10.4% | $1.13B | $1.41B | $1.34B | $1.41B |
| PG&A | 27.8% | $567.5M | +12.2% | $410.4M | $447.3M | $506.0M | $507.9M |
By region
Q3 FY26 · $2.02B total
| Segment | Share | Revenue | YoY | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 |
|---|---|---|---|---|---|---|---|
| UNITED STATES | 82.1% | $1.66B | +10.5% | $1.19B | $1.48B | $1.50B | $1.49B |
| EMEA | 8.2% | $166.4M | -11.9% | $179.9M | $198.7M | $188.8M | $222.6M |
| CANADA | 6.8% | $137.3M | +67.2% | $97.6M | $105.7M | $82.1M | $134.5M |
| APLA | 2.9% | $58.8M | -12.4% | $65.6M | $70.4M | $67.1M | $76.7M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.