$PII

Latham (SWIM) raised full-year guidance, with its stock up 12.2% to $6.40. Smith & Wesson (SWBI) reported $112.6M revenue, up 32.3%, and its stock rose 19.6% to $14.67. Brunswick (BC) reported $1.56B revenue, up 7.7%, but its stock fell 19.4% to $64.86. Polaris (PII) reported $2.04B revenue, up 8.7%, but its stock dropped 26.3% to $55.07. Ruger (RGR) reported $158.1M revenue, up 19.3%, and its stock rose 17.7% to $44.48.

Polaris (PII) offers a 5.15% yield with 31 years of dividend increases, while Hasbro (HAS) has a lower 3.23% yield but stronger cash flow coverage. Polaris's Q2 EPS included one-time tariff refunds, reducing operational earnings. Hasbro's Q2 revenue rose 16.2%, with EPS beating estimates. Analysts favor Hasbro for its lower volatility and better dividend coverage.

UBS reduced its price target for Polaris Industries (NYSE:PII) to $61 from $67, citing promotional headwinds, while maintaining a Neutral rating. The stock trades at $54.74, and InvestingPro suggests it is undervalued. Polaris reported strong Q2 2026 results, beating earnings and revenue estimates, but shares declined. Moody’s and S&P Global Ratings affirmed Polaris’ credit ratings with stable and positive outlooks, respectively.

Honda Motor, Mazda Motor, and Polaris are highlighted for their dividend yields above 3%, growth prospects, and favorable earnings outlooks. Honda (HMC) reported Q1 revenue growth and raised FY27 guidance. Mazda (MZDAY) saw record Q1 revenue and expects significant FY27 growth. Polaris (PII) delivered a strong Q2 earnings beat and has the highest dividend yield at 4.59%.

Moody's affirmed Polaris Inc.'s Baa3 rating and shifted its outlook to stable, citing expected sales recovery in 2026-27 and declining leverage. The company's strong market position in North American powersports supports the rating, though profitability remains weak. Polaris had $302M cash and $931M credit availability as of June 2026, with expected free cash flow improvement in 2027.

Polaris Off Road (PII) unveiled its 2027 lineup, including the 275-hp RZR Pro R Boost, a reengineered XPEDITION using NUMATIX pneumatic CVT, and the Sportsman 500 starting at $6,999. The article links the launch to product mix and near-term growth, citing Q2 2026 sales of $2,022.8M and a return to quarterly profitability, plus 2029 projections of $7.8B revenue and $425M earnings.

Polaris (PII) reported Q2 2026 revenue of $2.04B, above estimates of $1.94B, and adjusted EPS of $1.97 versus $0.71, with adjusted EBITDA of $239.4M. Management raised full-year revenue guidance to $7.4B and adjusted EPS to $3.05. CEO Michael Speetzen cited market share gains, demand strength, and macro pressure on RV buyers.

Polaris Off Road unveiled its 2027 off-road lineup. Highlights include the RZR Pro R Boost with a 275 hp 2.0L turbo engine, shipping in Nov 2026, starting at a $49,999 MSRP. The XPEDITION adds NUMATIX pneumatic CVT, starting at $40,499, shipping Aug 2026. A new Sportsman 500 is also announced.

Polaris says its 2027 RZR Pro R Boost will use a turbocharged 2.0-liter ProStar Fury engine rated at 275 hp, up from 225 hp on the naturally aspirated Pro R. Polaris also redesigned cooling, clutching, CVT tuning, and driveline components to handle sustained high loads and maintain peak power up to 10,000 feet elevation.

Polaris says its 2027 XPEDITION side-by-side will add an in-house NUMATIX pneumatic CVT designed to cut cabin noise by up to 40% by using air pressure to control the drive clutch. Polaris also claims improved power delivery under load and more consistent low-speed behavior. The 2027 model includes onboard air with an auxiliary port and accessories.