Polaris posts Q3 2026 earnings beat and lifts full‑year sales and EPS outlook

Polaris Inc. reported third‑quarter 2026 revenue of $2.04 billion, up 11% year‑over‑year, and adjusted earnings per share of $1.08, beating analyst estimates. The company said a $10 million tariff refund contributed to the results. It raised its full‑year adjusted EPS guidance to $3.50‑$3.60 and its sales outlook to $7.55‑$7.60 billion.

The higher guidance signals stronger profitability and growth prospects, which could support the stock price. Investors will reassess valuation models based on the new EPS and sales ranges (the company announced the raise).

  • 1Q3 2026 revenue was $2.04 billion, up 11% YoY.
  • 2Adjusted EPS for the quarter was $1.08.
  • 3The quarter included a $10 million tariff refund that boosted adjusted EPS.
  • 4Full‑year adjusted EPS guidance was raised to $3.50‑$3.60.
  • 5Full‑year sales guidance was raised to $7.55‑$7.60 billion.
  • 6Q3 net income was $38 million, or $0.66 per share.

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