Polaris Q3 sales rose 11% to $2.04 billion, beating the $1.90 billion estimate, while adjusted EPS of $1.08 exceeded the $0.60 estimate. The company raised its 2026 adjusted sales guidance to $7.55 billion-$7.60 billion and adjusted EPS guidance to $3.50-$3.60.
Polaris said Q3 sales rose 11% to $2.04 billion, above analyst expectations of $1.90 billion. Adjusted EPS was $1.08, beating the $0.60 estimate; adjusted net income was $63 million and net income was $38 million.
The company raised its 2026 adjusted sales guidance to $7.55 billion-$7.60 billion from $7.30 billion-$7.50 billion, and its adjusted EPS guidance to $3.50-$3.60 from $3.00-$3.10. Polaris attributed about $1.09 of 2026 adjusted EPS to tariff refunds recorded in 2026.
Polaris said Q3 sales growth came from strength across major product lines in Powersports and Marine, with market share gains in off-road vehicles and Marine. It reported its sixth straight quarter of off-road vehicle share gains. Q3 results included $10 million in tariff refunds, benefiting adjusted EPS by $0.13.
