Compared to Estimates, Polaris Inc (PII) Q2 Earnings: A Look at Key Metrics

Core Insights - Polaris Inc reported revenue of $1.85 billion for the quarter ended June 2025, a decrease of 5.5% year-over-year, but exceeded the Zacks Consensus Estimate of $1.74 billion by 6.39% [1] - The company's EPS was $0.40, significantly lower than $1.38 in the same quarter last year, but represented a surprise of 700% compared to the consensus estimate of $0.05 [1] Financial Performance Metrics - Polaris Inc's stock has returned +21.7% over the past month, outperforming the Zacks S&P 500 composite's +3.6% change, and currently holds a Zacks Rank 2 (Buy) [3] - Marine sales reached $155.3 million, exceeding the average estimate of $121.46 million by analysts, marking a year-over-year increase of 15.8% [4] - On-Road sales were reported at $289 million, slightly below the average estimate of $264.9 million, reflecting a year-over-year decline of 1.5% [4] - Off-Road sales totaled $1.41 billion, surpassing the average estimate of $1.35 billion, but showed a year-over-year decrease of 8.2% [4] - Gross profit for Marine was $26.6 million, significantly higher than the estimated $16.73 million [4] - Corporate gross profit was reported at -$11.6 million, falling short of the estimated $9.95 million [4] - Off-Road gross profit was $288.2 million, exceeding the average estimate of $266.84 million [4] - On-Road gross profit was $56 million, above the estimated $48.4 million [4]