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Jun 30, 2025
Polaris Q2 2025 Earnings Report
Polaris posted stronger-than-expected Q2 2025 results despite tariff concerns and promotional pressure.
Key Takeaways
Polaris exceeded sales expectations in Q2 2025 with strong execution across segments, but higher promotions and a net loss impacted profitability. The company delivered strong cash flow and continues to navigate tariff uncertainty with an active mitigation strategy.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Polaris expects Q3 sales between $1.6B and $1.8B amid continued promotional activity and tariff headwinds.
Positive Outlook
- Marine segment expected to grow year-over-year
- Operational efficiencies to continue supporting margins
- Inventory levels aligned with retail demand
- Continued innovation and new product launches
- Tariff mitigation strategy actively being executed
Challenges Ahead
- Elevated promotional environment expected to persist
- Off-Road and On-Road shipments to decline
- Uncertainty in global macroeconomic conditions
- Tariff costs projected at $30M to $40M in Q3
- No reinstatement of full-year guidance due to volatility
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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