Polaris Publishes Q3 2026 Earnings Call Transcript
Bitget2026/10/28 17:18- Polaris raised 2026 operational adjusted EPS guidance to $2.40-$2.50 from $2.05-$2.15, excluding tariff refunds, citing utility demand.
- Full-year sales are now forecast at $7.55 billion-$7.6 billion, implying approximately 11% organic growth at the midpoint.
- Third-quarter operational adjusted EPS reached $0.95 versus $0.41 a year earlier; approximately $0.30 shifted forward from the fourth quarter.
- Management called 2027 analyst estimates high, citing tariff refunds in the comparison base; first-half commodity headwinds could reach approximately $70 million.
- Oct. 27 call participants included CEO Michael Todd Speetzen, CFO Robert P. Mack and the investor relations vice president.
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