PII · Polaris Inc. · Earnings Call Transcripts & Audio
$52.15
-0.39 (-0.74%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$3.02B
Shares
56.89M
Volume · Sep 30
860.13K
Avg daily vol (3M)
820.08K
Polaris Inc. Earnings Call Transcripts
Quarterly earnings calls for Polaris Inc. (PII), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲31.7%
$2.34B
$186.30M
'22 Q3
22-10-25
▲33.6%
$2.40B
$195.50M
'22 Q4
23-01-31
▲22.4%
$2.18B
$113.40M
'23 Q1
23-04-25
▲7.5%
$2.22B
$134.30M
'23 Q2
23-07-25
▼3.9%
$2.25B
$151.70M
'23 Q3
23-10-24
▼4.8%
$2.29B
$103.40M
'23 Q4
24-01-30
▼20.3%
$1.74B
$3.80M
'24 Q1
24-04-23
▼11.5%
$1.96B
$68.70M
'24 Q2
24-07-23
▼23.4%
$1.72B
$27.70M
'24 Q3
24-10-22
▼23.3%
$1.76B
$10.60M
'24 Q4
25-01-28
▼11.6%
$1.54B
−$66.80M
'25 Q1
25-04-29
▼5.5%
$1.85B
−$79.30M
'25 Q2
25-07-29
▲6.9%
$1.84B
−$15.80M
'25 Q3
25-10-28
▲9.5%
$1.92B
−$303.60M
'25 Q4
26-01-27
LATEST
▲8%
$1.66B
−$47.40M
'26 Q1
26-04-28
Earnings call
FY26 · Q2
2026-07-28
Polaris Inc. (PII) Q2 2026 Earnings Call Transcript
Confident tone
ORV/Utility Market Share Gains
Tariff Refunds and Headwinds
Commercial/Gov/Defense Growth
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-28
Polaris Inc. (PII) Q1 2026 Earnings Call Transcript
Confident tone
Tariff headwinds and mitigation
Utility ORV growth and data center demand
Operational efficiency and margin expansion
Revenue
$1.66B
▲ 8% YoY Diluted EPS
$-0.83
Gross margin
20.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-03-03
Polaris Inc. (PII) March 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q4
2026-01-27
Polaris Inc. (PII) Q4 2025 Earnings Call Transcript
Positive tone
2026 guidance and outlook
Dealer inventory and retail trends
Tariffs and China supply chain reduction
Revenue
$1.92B*
▲ 9.5% YoY Gross margin
20.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-28
Polaris Inc. (PII) Q3 2025 Earnings Call Transcript
Positive tone
Off-Road market share gains and product innovation
Dealer inventory normalization
Tariffs and trade tension headwinds
Revenue
$1.84B
▲ 6.9% YoY Diluted EPS
$-0.28
▼ 157.1% YoY Gross margin
20.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-29
Polaris Inc. (PII) Q2 2025 Earnings Call Transcript
Positive tone
Tariff mitigation strategy
Market share gains
Industry downturn and consumer demand
Revenue
$1.85B
▼ 5.5% YoY Diluted EPS
$-1.39
▼ 214.9% YoY Gross margin
19.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-29
Polaris Inc. (PII) Q1 2025 Earnings Call Transcript
Cautious tone
Tariff Impact and Mitigation
Marine Business
Off-Road / ORV Retail Trends
Revenue
$1.54B
▼ 11.6% YoY Diluted EPS
$-1.17
▼ 1771.4% YoY Gross margin
16.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-01-28
Polaris Inc. (PII) Q4 2024 Earnings Call Transcript
Cautious tone
Industry down cycle and demand
Tariffs and trade policy
Dealer inventory management
Revenue
$1.76B*
▼ 23.3% YoY Gross margin
20.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-22
Polaris Inc. (PII) Q3 2024 Earnings Call Transcript
Cautious tone
Dealer inventory management
2025 outlook and macro
Promotional environment
Revenue
$1.72B
▼ 23.4% YoY Diluted EPS
$0.49
▼ 81.3% YoY Gross margin
20.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-23
Polaris Inc. (PII) Q2 2024 Earnings Call Transcript
Cautious tone
Promotional environment and pricing
Dealer support and inventory management
Q2 results miss and revised guidance
Revenue
$1.96B
▼ 11.5% YoY Diluted EPS
$1.21
▼ 47.8% YoY Gross margin
21.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-23
Polaris Inc. (PII) Q1 2024 Earnings Call Transcript
Positive tone
Dealer inventory management
Snowmobiles
Operational efficiency and cost savings
Revenue
$1.74B
▼ 20.3% YoY Diluted EPS
$0.07
▼ 96.4% YoY Gross margin
19.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-01-30
Polaris Inc. (PII) Q4 2023 Earnings Call Transcript
Balanced tone
Dealer inventory and promotions
Share gains
Product innovation and launches
Revenue
$2.29B*
▼ 4.8% YoY Gross margin
20.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-24
Polaris Inc. (PII) Q3 2023 Earnings Call Transcript
Revenue
$2.25B
▼ 3.9% YoY Diluted EPS
$2.62
▼ 15.5% YoY Gross margin
22.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-25
Polaris Inc. (PII) Q2 2023 Earnings Call Transcript
Revenue
$2.22B
▲ 7.5% YoY Diluted EPS
$2.32
Gross margin
22.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-25
Polaris Inc. (PII) Q1 2023 Earnings Call Transcript
Revenue
$2.18B
▲ 22.4% YoY Diluted EPS
$1.95
▲ 71.1% YoY Gross margin
21.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-01-31
Polaris Inc. (PII) Q4 2022 Earnings Call Transcript
Revenue
$2.40B*
▲ 33.6% YoY Gross margin
23.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-25
Polaris Inc. (PII) Q3 2022 Earnings Call Transcript
Revenue
$2.34B
▲ 31.7% YoY Diluted EPS
$3.10
▲ 68.5% YoY Gross margin
23.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-26
Polaris Inc. (PII) Q2 2022 Earnings Call Transcript
Revenue
$2.06B
▲ 7.9% YoY Diluted EPS
$-0.08
▼ 103.2% YoY Gross margin
23.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-26
Polaris Inc. (PII) Q1 2022 Earnings Call Transcript
Revenue
$1.78B
▼ 8.7% YoY Diluted EPS
$1.14
▼ 46% YoY Gross margin
19.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-01-25
Polaris Inc. (PII) Q4 2021 Earnings Call Transcript
Revenue
$1.80B*
▲ 27.6% YoY Gross margin
19.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-26
Polaris Inc. (PII) Q3 2021 Earnings Call Transcript
Revenue
$1.78B
▼ 9.1% YoY Diluted EPS
$1.84
▼ 30.8% YoY Gross margin
23.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-27
Polaris Inc. (PII) Q2 2021 Earnings Call Transcript
Revenue
$1.91B
▲ 26.4% YoY Diluted EPS
$2.52
Gross margin
26.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-27
Polaris Inc. (PII) Q1 2021 Earnings Call Transcript
Revenue
$1.95B
▲ 38.8% YoY Diluted EPS
$2.11
Gross margin
24.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-01-26
Polaris Inc. (PII) Q4 2020 Earnings Call Transcript
Revenue
$1.41B*
▼ 18.8% YoY Gross margin
26.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-27
Polaris Inc. (PII) Q3 2020 Earnings Call Transcript
Revenue
$1.95B
▲ 10.3% YoY Diluted EPS
$2.66
▲ 87.3% YoY Gross margin
27.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-28
Polaris Inc. (PII) Q2 2020 Earnings Call Transcript
Revenue
$1.51B
▼ 15% YoY Diluted EPS
$-3.82
▼ 369% YoY Gross margin
22.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-28
Polaris Inc. (PII) Q1 2020 Earnings Call Transcript
Revenue
$1.41B
▼ 6.1% YoY Diluted EPS
$-0.09
▼ 111.5% YoY Gross margin
20.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-01-28
Polaris Inc. (PII) Q4 2019 Earnings Call
Revenue
$1.74B
▲ 6.7% YoY Diluted EPS
$1.58
▲ 7.5% YoY Gross margin
24.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–28 of 28 earnings calls
Key facts
CIK
931015
CUSIP
731068102
13F (30d)
20 filings
12 filers
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