What To Expect From Polaris’s (PII) Q2 Earnings

July 27, 2025 at 23:02 PM EDT

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Off-Road and powersports vehicle corporation Polaris (NYSE: PII) will be reporting results this Tuesday before the bell. Here’s what you need to know.

Polaris beat analysts’ revenue expectations by 1% last quarter, reporting revenues of $1.56 billion, down 11.4% year on year. It was a mixed quarter for the company, with a solid beat of analysts’ EBITDA estimates but revenue guidance for next quarter missing analysts’ expectations.

Is Polaris a buy or sell going into earnings? Read our full analysis here, it’s free.

This quarter, analysts are expecting Polaris’s revenue to decline 13.5% year on year to $1.72 billion, a further deceleration from the 11.2% decrease it recorded in the same quarter last year. Adjusted loss is expected to come in at -$0.02 per share.

The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Polaris has missed Wall Street’s revenue estimates twice over the last two years.

Looking at Polaris’s peers in the consumer discretionary segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Brunswick posted flat year-on-year revenue, beating analysts’ expectations by 16.4%, and Hasbro reported a revenue decline of 1.5%, topping estimates by 11.2%. Brunswick traded down 6% following the results while Hasbro was also down 3.3%.

Read our full analysis of Brunswick’s results here and Hasbro’s results here.

There has been positive sentiment among investors in the consumer discretionary segment, with share prices up 10.3% on average over the last month. Polaris is up 23.6% during the same time and is heading into earnings with an average analyst price target of $39.82 (compared to the current share price of $50.24).

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What To Expect From Polaris’s (PII) Q2 Earnings

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