About Cabling Installation & Maintenance

Our mission: Bringing practical business and technical intelligence to today's structured cabling professionals

For more than 30 years, Cabling Installation & Maintenance has provided useful, practical information to professionals responsible for the specification, design, installation and management of structured cabling systems serving enterprise, data center and other environments. These professionals are challenged to stay informed of constantly evolving standards, system-design and installation approaches, product and system capabilities, technologies, as well as applications that rely on high-performance structured cabling systems. Our editors synthesize these complex issues into multiple information products. This portfolio of information products provides concrete detail that improves the efficiency of day-to-day operations, and equips cabling professionals with the perspective that enables strategic planning for networks’ optimum long-term performance.

Throughout our annual magazine, weekly email newsletters and 24/7/365 website, Cabling Installation & Maintenance digs into the essential topics our audience focuses on.

  • Design, Installation and Testing: We explain the bottom-up design of cabling systems, from case histories of actual projects to solutions for specific problems or aspects of the design process. We also look at specific installations using a case-history approach to highlight challenging problems, solutions and unique features. Additionally, we examine evolving test-and-measurement technologies and techniques designed to address the standards-governed and practical-use performance requirements of cabling systems.
  • Technology: We evaluate product innovations and technology trends as they impact a particular product class through interviews with manufacturers, installers and users, as well as contributed articles from subject-matter experts.
  • Data Center: Cabling Installation & Maintenance takes an in-depth look at design and installation workmanship issues as well as the unique technology being deployed specifically for data centers.
  • Physical Security: Focusing on the areas in which security and IT—and the infrastructure for both—interlock and overlap, we pay specific attention to Internet Protocol’s influence over the development of security applications.
  • Standards: Tracking the activities of North American and international standards-making organizations, we provide updates on specifications that are in-progress, looking forward to how they will affect cabling-system design and installation. We also produce articles explaining the practical aspects of designing and installing cabling systems in accordance with the specifications of established standards.

Cabling Installation & Maintenance is published by Endeavor Business Media, a division of EndeavorB2B.

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Polaris’s Q2 Earnings Call: Our Top 5 Analyst Questions

PII Cover Image

Polaris’ second quarter results were met with a strong positive response from the market, driven by management’s ability to offset industry headwinds and outperform Wall Street’s expectations on revenue and adjusted profit. Despite a year-on-year sales decline, CEO Michael Speetzen credited strong free cash flow, market share gains across all product lines, and improved operational efficiency for the stronger-than-anticipated outcome. Management also highlighted the impact of aggressive promotions and ongoing pressures from tariffs, but noted that lean manufacturing and lower warranty costs helped mitigate margin pressures.

Is now the time to buy PII? Find out in our full research report (it’s free).

Polaris (PII) Q2 CY2025 Highlights:

  • Revenue: $1.88 billion vs analyst estimates of $1.72 billion (5.6% year-on-year decline, 9.2% beat)
  • Adjusted EPS: $0.40 vs analyst estimates of -$0.02 (significant beat)
  • Adjusted EBITDA: $119 million vs analyst estimates of $106.2 million (6.3% margin, 12% beat)
  • Revenue Guidance for Q3 CY2025 is $1.7 billion at the midpoint, above analyst estimates of $1.67 billion
  • Operating Margin: 2.1%, down from 6% in the same quarter last year
  • Market Capitalization: $3.11 billion

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Polaris’s Q2 Earnings Call

  • Craig Kennison (Baird) asked about Polaris’ preparations for potential changes in USMCA trade agreements and supply chain optimization. CEO Michael Speetzen emphasized agility in relocating sourcing and manufacturing and highlighted a strong U.S. and Mexico footprint.
  • Noah Zatzkin (KeyBanc Capital Markets) inquired about the ongoing annualized tariff impact and mitigation efforts. CFO Robert Mack clarified the expected run rate and ongoing strategies to further reduce exposure through supplier negotiations and sourcing changes.
  • Sean Wagner (Citigroup) questioned the drivers behind the year-over-year decline in EPS despite flat retail, focusing on mix, promotions, and incentive compensation. Mack detailed mix headwinds from channel fills, higher promotions, and increased incentive compensation this year.
  • Tristan Thomas-Martin (BMO Capital Markets) probed the margin profile of the new RANGER 500 versus premium products. Speetzen explained that while margins are below premium models, the RANGER 500 offers respectable profitability and is primarily a customer acquisition tool.
  • Scott Stember (ROTH) asked whether negative Q3 EPS guidance is due to tariffs or other factors. Mack confirmed tariffs are a primary driver, with reduced dealer shipments and increased incentive compensation also contributing.

Catalysts in Upcoming Quarters

Looking forward, the StockStory team will be monitoring (1) the effectiveness of Polaris’ tariff mitigation strategies and progress in supply chain restructuring, (2) early sales traction and dealer feedback on the new RANGER 500 launch, and (3) the pace of margin recovery as promotional activity normalizes and operational improvements take hold. Changes in macroeconomic conditions and potential trade policy shifts will also be key factors shaping the company’s trajectory.

Polaris currently trades at $55.29, up from $49.44 just before the earnings. Is there an opportunity in the stock?See for yourself in our full research report (it’s free).

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