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Polaris outlines $50M EBITDA and $1 EPS uplift from Indian Motorcycle divestiture while targeting 80% China spend reduction by 2027 (NYSE:PII)
Seeking Alpha· 2025-10-29 01:12
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Polaris(PII) - 2025 Q3 - Earnings Call Transcript
2025-10-28 23:02
Polaris (NYSE:PII) Q3 2025 Earnings Call October 28, 2025 10:00 AM ET Company ParticipantsMike Speetzen - CEOBob Mack - CFOJ.C. Weigelt - VP of Investor RelationsTristan Thomas-Martin - Equity Research AssociateConference Call ParticipantsNone - AnalystCraig Kennison - Senior Analyst of Consumer and Automotive ServicesSean Wagner - Assistant VP and Leisure Equity Research AnalystJoe Nolan - Associate AnalystNoah Zatzkin - VP and Equity Research AnalystJoseph Altobello - Equity Research AnalystOperatorGood d ...
Polaris(PII) - 2025 Q3 - Earnings Call Transcript
2025-10-28 23:02
Polaris (NYSE:PII) Q3 2025 Earnings Call October 28, 2025 10:00 AM ET Company ParticipantsMike Speetzen - CEOBob Mack - CFOJ.C. Weigelt - VP of Investor RelationsTristan Thomas-Martin - Equity Research AssociateConference Call ParticipantsNoah Zatzkin - VP and Equity Research AnalystNone - AnalystCraig Kennison - Senior Analyst of Consumer and Automotive ServicesSean Wagner - Assistant VP and Leisure Equity Research AnalystJoe Nolan - Associate AnalystJoe Altobello - Equity Research AnalystOperatorGood day ...
Polaris(PII) - 2025 Q3 - Earnings Call Presentation
2025-10-28 22:00
Safe Harbor & Non-GAAP Measures Except for historical information contained herein, the matters set forth in this presentation are forward-looking statements that involve certain risks and uncertainties that could cause actual results to differ materially from those forward-looking statements. Potential risks and uncertainties include such factors as the Company's ability to successfully implement its manufacturing operations strategy and supply chain initiatives; the Company's ability to successfully sourc ...
Polaris Inc. Third Quarter 2025 Financial Results Available on Company's Website
Prnewswire· 2025-10-28 18:00
2025年第三季度财报发布 - 公司于2025年10月28日报告了2025年第三季度财务业绩 [1] - 财报新闻稿已发布在公司投资者关系网站ir.polaris.com上 [1] - 公司将于美国中部时间上午9:00举行分析师和投资者电话会议 [1] 投资者电话会议安排 - 电话会议和网络直播可通过公司网站ir.polaris.com的链接访问 [2] - 美国境内拨入号码为1-877-883-0383,国际拨入号码为1-412-902-6506,接入代码为5664584 [2] - 相关演示材料和网络直播重播也将在公司网站上提供 [2] 公司业务概况 - 公司是全球动力运动领域的领导者 [2] - 公司产品线包括RANGER、RZR和POLARIS XPEDITION等并列式越野车、Sportsman全地形越野车、军用和商用越野车、雪地摩托、印第安摩托车等 [2] - 公司总部位于明尼苏达州,业务遍及全球近100个国家 [2] 2026年产品线更新 - 公司宣布了2026年产品的第二波增强计划 [3] - 新产品包括全新的RZR XP S、RZR XP的升级设计、为RZR PRO R配备行业最大触摸屏显示器以及新的限量版RZR和RANGER XD 1500 NORTHSTAR车型 [3] 战略业务分拆 - 公司决定将印第安摩托车业务从其投资组合中分拆出来,使其成为一家独立公司 [4] - 公司将把印第安摩托车业务的多数股权出售给Carolwood LP [4]
Polaris: Indian Motorcycle Separation Is Positive (NYSE:PII)
Seeking Alpha· 2025-10-15 02:53
投资策略 - 投资重点集中于美国、加拿大和欧洲市场的小盘股公司 [1] - 投资理念是通过理解公司财务背后的驱动因素来识别错误定价的证券 [1] - 主要使用贴现现金流模型进行估值 该方法综合考虑股票的所有前景以确定风险回报 不受传统价值、股息或增长投资的限制 [1]
Polaris shares surge 11% as Indian Motorcycle spin-off boosts profit outlook
Invezz· 2025-10-15 01:09
Shares of Polaris rose more than 11% on Tuesday after the US power-sports vehicle maker said it would spin off its Indian Motorcycle division and projected a third-quarter profit, beating Wall Street'... ...
Polaris Extends Rebound On This Indian Motorcycle Move
Investors· 2025-10-14 21:05
公司战略调整 - 越野和特种车辆制造商Polaris宣布计划分拆其Indian Motorcycle业务并将多数股权出售给一家私募股权公司 [1] - 公司总部位于明尼阿波利斯,主要生产全地形车、雪地摩托以及其他运动和实用车辆 [1] 股票市场表现 - Polaris股价有望从50日均线延续反弹势头 [1] - Polaris显示出改善的价格表现,其IBD相对强度评级从77提升至82 [1][2]
Polaris shares surge on Indian motorcycle unit spin-off, profit forecast
Reuters· 2025-10-14 20:33
Shares of Polaris rose more than 10% in premarket trading on Tuesday after the power-sports vehicle maker said it would spin off its Indian Motorcycle unit and forecast a third-quarter profit, beating... ...
Polaris Stock Is Rallying After Hours: What's Fueling The Move?
Benzinga· 2025-10-14 04:52
Polaris Inc (NYSE:PII) shares are trading higher in Monday’s after-hours session after the company announced plans to divest its stake in Indian Motorcycle.PII is delivering impressive returns. See what the experts say here.What To Know: Polaris entered into a definitive agreement to sell a majority stake in Indian Motorcycle to independent private equity firm Carolwood LP. The transaction, which is expected to close in the first quarter of 2026, will allow Polaris to focus on the most attractive areas of i ...