Polaris Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
15analysts covering
FY Revenue (est.)
$7.4Bnext fiscal year
FY EPS (est.)
$3.14next fiscal year
Monitoring Framework
Key Performance Indicators
Dealer Inventory Days Sales Outstanding Quarterly100.0Target: Healthy alignment of build, ship, and retail demand
North American ORV Retail Sales Growth (excluding Youth) Quarterly300.0%Target: Outperform flat industry retail environment
Adjusted Gross Profit Margin Quarterly2,050.0%Target: Long-term margin expansion through lower promotions and operational efficiencies
Watch Items
- Tariff Headwinds and Sourcing ShiftTrigger: Expected annual tariff costs of $215 million under current policyAction: Monitor progress of targeting China sourcing below 5% by the end of 2027 to mitigate Section 232 and other tariff impacts.
- Consumer Demand and Promotional EnvironmentTrigger: Lumpy retail environment with mid-March pullback followed by April recoveryAction: Track dealer promotional levels and inventory mix (current vs. non-current) to ensure margin preservation.
Research as of 19 Jun 2026