Polaris Inc (PII) Reports Q4 Earnings: What Key Metrics Have to Say

Polaris Inc (PII) reported $1.92 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 9.5%. EPS of $0.08 for the same period compares to $0.92 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.84 billion, representing a surprise of +4.65%. The company delivered an EPS surprise of +33.33%, with the consensus EPS estimate being $0.06.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Polaris Inc performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Sales- Marine: $138.3 million versus $148.82 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +0.7% change.
• Sales- On Road: $187.2 million versus the four-analyst average estimate of $179.6 million. The reported number represents a year-over-year change of +3.5%.
• Sales- Off Road: $1.6 billion versus the four-analyst average estimate of $1.51 billion. The reported number represents a year-over-year change of +11.1%.
• Gross profit- Marine: $19.8 million versus $24.21 million estimated by three analysts on average.
• Gross profit- Corporate: $-3.6 million compared to the $-3.32 million average estimate based on three analysts.
• Gross profit- Off Road: $339.2 million versus $323.54 million estimated by three analysts on average.
• Gross profit- On Road: $28.8 million versus the three-analyst average estimate of $19.63 million.

View all Key Company Metrics for Polaris Inc here>>>

Shares of Polaris Inc have returned +6.1% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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