NYSE · Consumer Discretionary

POLARIS INC PII

Polaris Inc. designs, engineers, manufactures, and markets powersports vehicles in the United States, Canada, and internationally. It operates through three segments: Off Road, On Road, and Marine. The company offers off-road vehicles (ORVs), including all-terrain vehicles and side-by-side vehicles; military and commercial ORVs; snowmobiles; motorcycles; moto-roadsters; quadricycles; and pontoon and deck boats.

Industrial Specialties

Company profile

Business mix

  • It operates through three segments: Off Road, On Road, and Marine.
  • It also provides source parts, garments, and accessories, such as helmets, jackets, gloves, pants, and hats.
  • In addition, the company offers ORV accessories, including winches, bumper/brushguards, plows, racks, wheels and tires, cab systems, lighting and audio systems, cargo box accessories, and tracks, as well as replacement parts and lubricants.
  • Further, it provides motorcycle accessories, such as performance enhancements, saddle bags, handlebars, backrests, exhausts, windshields, seats, and various chrome accessories, as well as light duty hauling and passenger vehicles.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in recreational vehicles?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 4.27% Buyback -0.53%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.1% $38.5M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 0 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $3.8M Estimated from net reduced shares
Net share change / base shares -8.9% -69,293 / 775,119
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -2.7% 13F value change +$12.3M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -6.3% 13F value change +$846,815
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -0.0% 13F value change -$6.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 775,119 Last 3 periods -69,293 (-8.9%) Total shares 705,826 Value $38.5M

Recent mentions

No public mentions.