PII Polaris Inc

$PII Does Polaris's raised $3.50–$3.60 EPS guide hold up once about $1.09 of tariff refunds is taken out? 🏢 Polaris, the maker of off-road vehicles, snowmobiles and pontoon boats, is worth about $3.14B at $55.15 a share (16:00 ET, October 26, 2026), and its Q3 release raised 2026 adjusted EPS guidance to $3.50–$3.60 from $3.00–$3.10 ⚠️ About $1.09 of the new range comes from tariff refunds booked in the second and third quarters, which means the range without them works out to roughly $2.41–$2.51 a share 📈 On the other side, Q3 sales rose 11% to $2,043M, Polaris Powersports sales grew 18%, and 2026 adjusted sales guidance rose to $7.55B–$7.60B from $7.30B–$7.50B, so volume and price also drove the raise 📅 Next: Polaris holds its Q3 call on October 27, 2026 at 8:00 AM (CT); watch for what drives fourth-quarter results and whether the tariff refunds are final Source: SEC 8-K and Q3 release, Oct 27

$PII Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $1.08 up 163.41% YoY • Reported revenue of $2.04B up 11.09% YoY • Polaris raised 2026 adjusted sales guidance to $7.55B-$7.6B from $7.3B-$7.5B and adjusted EPS to $3.50-$3.60 from $3.00-$3.10, including approximately $1.09 from tariff refunds recorded during the second and third quarters.