Polaris (PII) Change in Inventory (2009 - 2026)
Polaris (PII) posted quarterly Change in Inventory of -$3.2 million for Q2 2026, up 95.71% year-over-year from -$1.6 million in Q2 2025, and down 101.85% quarter-over-quarter from $173.0 million in Q1 2026.
Polaris (PII) Change in Inventory (2009 - 2026) Analysis & Trends
Polaris (PII) has reported Change in Inventory for 18 consecutive years, with -$3.2 million the latest figure, recorded in Q2 2026.
- In Q2 2026, Change in Inventory rose 95.71% year-over-year to -$3.2 million; the TTM figure through Jun 2026 stood at $62.0 million (up 119.07% YoY), while the FY2025 annual figure was -$183.6 million, down 364.81% from the prior year.
- Change in Inventory eased to -$3.2 million in Q2 2026 per PII's latest filing, from $173.0 million in the prior quarter.
- Across five years, Change in Inventory topped out at $220.3 million in Q1 2022 and bottomed at -$267.0 million in Q4 2023.
- Historically, Change in Inventory has averaged $12.4 million across 5 years, with a median of $14.2 million in 2023.
- Annual changes were most pronounced in 2023 — Change in Inventory sank 419.46% — and 2026, when it jumped 14516.67%.
- Polaris' Change in Inventory stood at -$51.4 million in 2022, then tumbled by 419.46% to -$267.0 million in 2023, then gained by 13.56% to -$230.8 million in 2024, then jumped by 53.86% to -$106.5 million in 2025, then soared by 97.0% to -$3.2 million in 2026.
- Business Quant data shows PII's Change in Inventory at -$3.2 million in Q2 2026, $173.0 million in Q1 2026, and -$106.5 million in Q4 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Brp | 4.86 Bn | 4.31 Bn | 409.69 Mn | -24.95 Mn |
| 2 | Thor Industries | 4.11 Bn | 3.74 Bn | 354.77 Mn | -46.77 Mn |
| 3 | Polaris | 3.69 Bn | 3.39 Bn | - | -3.20 Mn |
| 4 | Harley-Davidson | 2.90 Bn | 1.00 Bn | 421.12 Mn | -118.99 Mn |
| 5 | Patrick Industries | 2.71 Bn | 2.68 Bn | 247.58 Mn | 27.34 Mn |
| 6 | Lci Industries | 2.54 Bn | 2.33 Bn | 301.14 Mn | -66.06 Mn |
| 7 | Brunswick | 1.56 Bn | 1.25 Bn | 437.80 Mn | - |
| 8 | Winnebago Industries | 910.98 Mn | 853.88 Mn | 94.90 Mn | 26.10 Mn |
| 9 | Malibu Boats | 553.89 Mn | 503.72 Mn | 41.28 Mn | -673,000.00 |
| 10 | MasterCraft Boat Holdings | 404.61 Mn | 319.99 Mn | 19.54 Mn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | -3.20 Mn |
| Jun 30, 2026 | -3.20 Mn |
| Mar 31, 2026 | 173.00 Mn |
| Mar 31, 2026 | 173.00 Mn |
| Dec 31, 2025 | -106.50 Mn |
| Dec 31, 2025 | -106.50 Mn |
| Sep 30, 2025 | -1.30 Mn |
| Sep 30, 2025 | -1.30 Mn |
| Jun 30, 2025 | -74.60 Mn |
| Jun 30, 2025 | -74.60 Mn |
| Mar 31, 2025 | -1.20 Mn |
| Mar 31, 2025 | -1.20 Mn |
| Dec 31, 2024 | -230.80 Mn |
| Dec 31, 2024 | -230.80 Mn |
| Sep 30, 2024 | -18.60 Mn |
| Sep 30, 2024 | -18.60 Mn |
| Jun 30, 2024 | 48.90 Mn |
| Jun 30, 2024 | 48.90 Mn |
| Mar 31, 2024 | 161.00 Mn |
| Mar 31, 2024 | 161.00 Mn |