Polaris (PII) Change in Inventory (2009 - 2026)
Polaris' (PII) quarterly Change in Inventory came in at -$3.2 million in 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.
Analysis
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.
- On a quarterly basis, Change in Inventory rose 95.71% year-over-year to -$3.2 million in Q2 2026; TTM through Jun 2026 was $62.0 million, a 119.07% increase from a year earlier, with the FY2025 full-year figure at -$183.6 million, down 364.81% from the prior year.
- Change in Inventory was -$3.2 million for Q2 2026 at Polaris, down from $173.0 million in the prior quarter.
- Over five years, Change in Inventory peaked at $220.3 million in Q1 2022 and troughed at -$267.0 million in Q4 2023.
- A 5-year average of $12.4 million and a median of $14.2 million in 2023 frame the typical range for Change in Inventory.
- Across the five-year window, Change in Inventory slumped 419.46% in 2023 and soared 14516.67% in 2026, its largest moves.
- Over 5 years, Change in Inventory stood at -$51.4 million in 2022, then tumbled by 419.46% to -$267.0 million in 2023, then increased by 13.56% to -$230.8 million in 2024, then surged by 53.86% to -$106.5 million in 2025, then jumped by 97.0% to -$3.2 million in 2026.
- The last three Change in Inventory figures came in at -$3.2 million (Q2 2026), $173.0 million (Q1 2026), and -$106.5 million (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Thor Industries | 3.75 Bn | 3.38 Bn | 354.77 Mn | -46.77 Mn |
| 2 | Polaris | 3.36 Bn | 3.05 Bn | - | -3.20 Mn |
| 3 | Harley-Davidson | 2.79 Bn | 898.27 Mn | 421.12 Mn | -118.99 Mn |
| 4 | Brunswick | 1.58 Bn | 1.27 Bn | 437.80 Mn | - |
| 5 | Winnebago Industries | 808.19 Mn | 751.09 Mn | 94.90 Mn | 26.10 Mn |
| 6 | Malibu Boats | 488.12 Mn | 413.70 Mn | 52.19 Mn | -24.65 Mn |
| 7 | MasterCraft Boat Holdings | 358.71 Mn | 274.08 Mn | 19.54 Mn | - |
| 8 | Niu Technologies | 165.70 Mn | -29.42 Mn | 33.95 Mn | - |
| 9 | Massimo | 41.55 Mn | 36.92 Mn | 7.28 Mn | -296,424.00 |
| 10 | Gogoro | 37.33 Mn | -31.51 Mn | 15.96 Mn | -1.37 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -3.20 Mn |
| Mar 31, 2026 | 173.00 Mn |
| Dec 31, 2025 | -106.50 Mn |
| Sep 30, 2025 | -1.30 Mn |
| Jun 30, 2025 | -74.60 Mn |
| Mar 31, 2025 | -1.20 Mn |
| Dec 31, 2024 | -230.80 Mn |
| Sep 30, 2024 | -18.60 Mn |
| Jun 30, 2024 | 48.90 Mn |
| Mar 31, 2024 | 161.00 Mn |
| Dec 31, 2023 | -267.00 Mn |
| Sep 30, 2023 | 29.60 Mn |
| Jun 30, 2023 | 74.70 Mn |
| Mar 31, 2023 | 47.60 Mn |
| Dec 31, 2022 | -51.40 Mn |
| Sep 30, 2022 | 33.30 Mn |
| Jun 30, 2022 | 188.90 Mn |
| Mar 31, 2022 | 220.30 Mn |
| Dec 31, 2021 | -106.90 Mn |
| Sep 30, 2021 | 249.20 Mn |