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Polaris (CH:PL6)
:PL6

Polaris (PL6) Price & Analysis

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PL6 Stock Chart & Stats

Currently, no data available
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Bulls Say, Bears Say

Bulls Say
Raised Guidance & Organic GrowthManagement upgraded full-year sales to $7.3–$7.5B and reported ~17% organic growth ex‑Indian Motorcycle, reflecting durable end‑market demand and better alignment of shipments to retail. Sustained organic growth supports higher plant utilization, operating leverage and steadier multi‑quarter cash generation.
ORV Market-share GainsFive consecutive quarters of ORV share gains and double‑digit Ranger retail growth indicate durable product competitiveness and brand strength. Persistent share gains typically boost aftermarket attachment, PG&A revenue and margin mix over time, reinforcing a competitive moat in core segments.
Positive Operating And Free Cash FlowDespite recent accounting losses, consistent positive OCF (~$248M TTM) and positive FCF (~$67M TTM) provide ongoing liquidity to fund debt paydown, targeted investments and dividends. Reliable cash conversion over multiple quarters supports financial flexibility through industry cycles.
Bears Say
Elevated LeverageLeverage rising to ~2.94x debt-to-equity materially reduces balance‑sheet flexibility and increases refinancing and covenant risk if margins slip. High leverage limits capacity to invest in growth or weather prolonged demand weakness, making operational recovery more urgent to restore credit optionality.
Profitability DeteriorationRapid revenue expansion has not converted to sustainable profitability: TTM shows a net loss and negative EBITDA margin, which weakens returns and capital efficiency. Without durable margin recovery, high revenue alone will struggle to generate acceptable ROIC or rebuild retained earnings over several quarters.
Tariff & Commodity ExposureSignificant tariff payments (~$215M expected) and a one‑time $74M refund that materially aided EPS reveal structural policy risk. Coupled with roughly $70M commodity headwinds (partially hedged), these inputs create recurring cost pressure and earnings volatility until sourcing and hedges are fully normalized.

Polaris News

PL6 FAQ

What was Polaris’s price range in the past 12 months?
Currently, no data Available
What is Polaris’s market cap?
Polaris’s market cap is CHF3.22B.
    When is Polaris’s upcoming earnings report date?
    Polaris’s upcoming earnings report date is Oct 27, 2026 which is in 76 days.
      How were Polaris’s earnings last quarter?
      Polaris released its earnings results on Jul 28, 2026. The company reported CHF1.593 earnings per share for the quarter, beating the consensus estimate of CHF0.611 by CHF0.983.
        Is Polaris overvalued?
        According to Wall Street analysts Polaris’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          Does Polaris pay dividends?
          Polaris does not currently pay dividends.
          What is Polaris’s EPS estimate?
          Polaris’s EPS estimate is 0.49.
            How many shares outstanding does Polaris have?
            Currently, no data Available
            What happened to Polaris’s price movement after its last earnings report?
            Polaris reported an EPS of CHF1.593 in its last earnings report, beating expectations of CHF0.611. Following the earnings report the stock price went same N/A.
              Which hedge fund is a major shareholder of Polaris?
              Currently, no hedge funds are holding shares in CH:PL6
              What is the TipRanks Smart Score and how is it calculated?
              Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                Company Description

                Polaris

                Polaris Inc. is a global enterprise specializing in the design, engineering, production, and distribution of powersports vehicles. Its business is structured across three primary segments: Off-Road, On-Road, and Marine. The company's off-road lineup features all-terrain vehicles (ATVs), side-by-side utility vehicles, snowmobiles, and innovative snow bike conversion systems. This segment also produces low-emission, light-duty transport, passenger, and industrial vehicles. For paved roads, Polaris offers a selection of motorcycles, quadricycles, and moto-roadsters. Beyond the vehicles themselves, Polaris provides an extensive array of complementary accessories. For off-road vehicles, these include functional items like winches, plows, and tracks, as well as comfort and style elements such as cab systems, lighting, audio, and specialized wheels. Snowmobile owners can find covers, traction enhancers, electric starters, and various bags and windshields. Motorcycle enthusiasts have access to saddlebags, custom handlebars, exhaust systems, and decorative chrome. Furthermore, Polaris markets a full range of protective gear and apparel, encompassing helmets, jackets, gloves, and boots. Within its Marine division, the company manufactures both pontoon and deck boats. Polaris products are sold through a broad network of dealers and distributors, and directly via its online platforms. Aftermarket parts, apparel, and accessories are additionally available through its 101 physical retail centers, call centers, and e-commerce websites. Founded in 1954 as Polaris Industries Inc., the company's headquarters are located in Medina, Minnesota.

                Polaris (PL6) Earnings & Revenues

                PL6 Company Deck

                PL6 Earnings Call

                Q2 2026
                0:00 / 0:00
                Earnings Call Sentiment|Positive
                Overall the call conveyed positive operational momentum: strong organic revenue growth (+17% ex-Indian Motorcycle), margin expansion on an operational basis, EPS and guidance upgrades, improving net leverage and healthier dealer metrics. These gains are reinforced by ORV market-share wins (fifth consecutive quarter), robust commercial demand (data centers/infrastructure), and tangible progress on tariff mitigation and supply-chain localization. Offsetting risks include sizable commodity cost headwinds (~$70M), ongoing tariff exposure (~$215M expected payment), reliance on a $74M one-time tariff refund booked in the quarter, and persistent softness in recreational ORV and mid-/lower-tier marine demand. Management’s decision to raise guidance while remaining cautious reflects confidence in execution but acknowledgment of macro and policy uncertainties.View all CH:PL6 earnings summaries

                PL6 Revenue Breakdown

                78.17%78.17%13.26%8.57%
                78.17% Off Road
                13.26% On Road
                8.57% Marine
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                PL6 Stock 12 Month Forecast

                Average Price Target

                eyJuYXZpZ2F0b3IiOnsiZGlzYWJsZWQiOnRydWV9LCJleHBvcnRpbmciOnsiZW5hYmxlZCI6ZmFsc2V9LCJ0aXRsZSI6eyJ0ZXh0IjpudWxsfSwiY2hhcnQiOnsiaGVpZ2h0IjoyMDAsInN0eWxlIjp7ImZvbnRGYW1pbHkiOiJSb2JvdG8gRmxleCwgLWFwcGxlLXN5c3RlbSwgQmxpbmtNYWNTeXN0ZW1Gb250LCBTZWdvZSBVSSwgUm9ib3RvLCBIZWx2ZXRpY2EsIEFyaWFsLCBzYW5zLXNlcmlmLCBBcHBsZSBDb2xvciBFbW9qaSwgU2Vnb2UgVUkgRW1vamksIFNlZ29lIFVJIFN5bWJvbCIsImZvbnRXZWlnaHQiOiI0MDAiLCJjb2xvciI6IiM1ZDVkNWUifX0sInlBeGlzIjp7ImxhYmVscyI6eyJzdHlsZSI6eyJjb2xvciI6ImluaGVyaXQifX0sInZpc2libGUiOmZhbHNlfSwicGxvdE9wdGlvbnMiOnsic2VyaWVzIjp7InN0YXRlcyI6eyJpbmFjdGl2ZSI6eyJvcGFjaXR5IjoxfX19fSwieEF4aXMiOnsibGFiZWxzIjp7InN0eWxlIjp7ImNvbG9yIjoiaW5oZXJpdCJ9fSwidmlzaWJsZSI6ZmFsc2V9LCJsZWdlbmQiOnsic3ltYm9sUmFkaXVzIjowLCJzeW1ib2xQYWRkaW5nIjo0LCJzeW1ib2xIZWlnaHQiOjE0LCJib3JkZXJXaWR0aCI6MCwic3ltYm9sV2lkdGgiOjE0LCJhbGlnbiI6ImxlZnQiLCJ2ZXJ0aWNhbEFsaWduIjoiYm90dG9tIiwiZW5hYmxlZCI6ZmFsc2V9LCJ0b29sdGlwIjp7ImJhY2tncm91bmRDb2xvciI6IndoaXRlIn0sImNyZWRpdHMiOnsiZW5hYmxlZCI6ZmFsc2V9LCJhY2Nlc3NpYmlsaXR5Ijp7ImRlc2NyaXB0aW9uIjoiIn0sInNlcmllcyI6W3sidHlwZSI6ImFyZWEiLCJkYXRhIjpbXX1dfQ==
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