The All-New 2025 Sportsman 570 2-Up Lineup Features Refreshed Styling, all new Seat Comfort and Ergonomics, and Durability Upgrades Rounding Out Polaris' Full Lineup is the All-New Sportsman Touring 570 and 6x6 570, as well as the Return of the Sportsman X2 570 Offering Industry-Exclusive 400 Lb. Dumping Bed and Convertible Passenger Seat MINNEAPOLIS, June 4, 2024 /PRNewswire/ -- Polaris Off Road, the world leader in powersports and off-road innovation, today announced its long-awaited 2-up all-terrain vehi ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-11411 POLARIS INC. (Exact name of registrant as specified in its charter) Delaware 41-1790959 (State or other ju ...

财务数据和关键指标变化 - 第一季度销售额为17亿美元,同比下降20%,主要受到去年同期雪地车发货延迟的影响以及经销商库存管理所致 [30] - 调整后EBITDA利润率下降459个基点,主要受到销量下降、促销力度加大和利息费用上升等因素影响 [31][32] - 第一季度调整后每股收益为0.23美元,超出公司最初预期 [33] 各条业务线数据和关键指标变化 - 越野车业务收入下降16%,主要受到上述因素影响,但公司在越野车细分市场份额有所提升 [33][34] - 摩托车业务收入下降14%,主要受到Slingshot和国际市场疲软的影响 [36] - 船舶业务收入下降53%,受到经销商库存过高和利率上升的影响 [38][39] 各个市场数据和关键指标变化 - 北美市场零售下降10%,但剔除雪地车后增长3%,其中工用越野车需求强劲 [10] - 娱乐越野车零售连续6个季度下滑,受到利率上升等经济因素影响 [18][19] - 雪地车销量受到天气因素影响,销量大幅下滑 [20] 公司战略和发展方向及行业竞争 - 公司将继续推出行业领先的创新产品,如新款RANGER和Indian Scout,以增强市场地位 [25][26][27] - 公司将继续与经销商保持密切合作,积极管理经销商库存,确保经销商有合适的产品库存 [24] - 公司将继续推进成本优化计划,预计全年可实现1.5亿美元的运营成本节约 [14][15][16] 管理层对经营环境和未来前景的评论 - 宏观环境仍存在不确定性,公司将保持灵活性调整产能和库存 [53] - 公司有信心通过创新产品、与经销商的良好合作以及成本优化来实现2024年的业绩目标 [55] 其他重要信息 - 公司将继续保持严格的经销商库存管理,包括调整产品组合和配置以满足消费者需求 [23][47] - 公司将维持每股股息派发,并计划通过股票回购抵消股权激励计划的摊薄影响 [42][43] 问答环节重要的提问和回答 问题1 **Craig Kennison 提问** 询问公司对经销商网络健康状况的看法 [58] **Michael Speetzen 回答** 公司密切关注经销商状况,通过自身的库存管理系统和与经销商的密切沟通来积极应对 [59][60][61][62][63][64][65][66] 问题2 **Noah Zatzkin 提问** 询问成本节约计划对利润的影响 [75] **Robert Mack 回答** 全部1.5亿美元成本节约都将体现在利润改善上,随着年内进度的推进将有更大贡献 [76][77][78] 问题3 **Fred Wightman 提问** 询问第二季度的销售和利润预期 [96][97] **Robert Mack 回答** 第二季度销售收入预计与去年持平,但利润有望实现显著改善,受益于成本优化措施 [97][98]

First Quarter 2024 Earnings Presentation April 23, 2024 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 chai ...

First Quarter 2024 Earnings Results April 23, 2024 FINANCIAL AND OPERATIONAL HIGHLIGHTS • First quarter sales were $1,736 million, down 20 percent compared to last year. • First quarter reported diluted earnings per share was $0.07, down 96 percent versus last year; adjusted diluted earnings per share was $0.23, down 89 percent versus last year. • Primary factors affecting first quarter sales were lower volume and net pricing driven by higher promotional spend partially offset by positive mix. • First quart ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-11411 POLARIS INC. (Exact name of registrant as specified in its charter) Delaware 41-1790959 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Iden ...

Polaris, Inc. (NYSE:PII) Q4 2024 Earnings Conference Call January 30, 2024 11:00 AM ET Company Participants J.C. Weigelt - Vice President, Investor Relations Michael Speetzen - Chief Executive Officer Robert Mack - Chief Financial Officer and Executive Vice President of Finance and Corporate Development Conference Call Participants Fred Wightman - Wolfe Research Megan Alexander - Morgan Stanley Craig Kennison - Baird Joseph Altobello - Raymond James Tristan Thomas-Martin - BMO Capital Markets Sabahat Khan - ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-11411 POLARIS INC. (Exact name of registrant as specified in its charter) Delaware 41-1790959 (State or othe ...

Polaris Inc. (NYSE:PII) Q3 2023 Q3 2023 Earnings Conference Call October 24, 2023 10:00 AM ET Company Participants J.C. Weigelt - Vice President, Investor Relations Mike Speetzen - Chief Executive Officer Bob Mack - Chief Financial Officer and Executive Vice President Conference Call Participants Joe Altobello - Raymond James Craig Kennison - Robert W. Baird and Company Robin Farley - UBS Megan Alexander - Morgan Stanley Fred Wightman - Wolfe Research Tristan Thomas - BMO Capital Markets Dave MacGregor - Lo ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-11411 POLARIS INC. (Exact name of registrant as specified in its charter) Delaware 41-1790959 (State or other jur ...