Polaris Inc.再次上调利润预期，数据中心和国防客户对其越野车需求的增长正帮助抵消动荡的零售环境。
Polaris Inc. raised its profit outlook again as growing demand from data center and defense customers for its off-road vehicles is helping to offset a volatile retail environment.
据Polaris Inc.的Ignacio Gonzalez报道，这家总部位于明尼苏达州的公司现在预计，不含关税退税的2026财年运营调整后每股利润为2.40美元至2.50美元，高于此前2.05美元至2.15美元的指引。这是今年以来的第三次指引上调。
By Ignacio Gonzalez Polaris Inc. The Minnesota-based company now expects 2026 operational adjusted profit of $2.40 to $2.50 a share, excluding tariffs refunds, up from its prior guidance of $2.05 to $2.15 a share, the company said on its earnings call. This marks the third guidance upgrade this year.
这家生产雪地摩托、边境巡逻车和平底船的制造商正受益于不断增长的商业和国防需求，这有助于降低其对可自由支配消费支出的敞口。
The maker of snowmobiles, border patrol vehicles and pontoon boats is benefiting from increasing commercial and defense demand, which should help lower exposure to discretionary spending.
首席执行官Mike Speetzen表示，商业部门的表现得益于数据中心项目，承包商使用越野车运送工人和设备。
The performance in the commercial division was driven by data center projects where contractors use off-road vehicles to transport workers and equipment, Chief Executive Officer Mike Speetzen said.
国防部门受益于全球军费开支激增，最近赢得了一份价值9800万美元的美国海军陆战队合同，供应超轻型战术车辆。
The defense unit is benefiting from soaring military spending across the world, and recently won a $98 million contract with the US Marine Corps for the supply of ultra-light tactical vehicles.
Speetzen表示，第三季度销售额增长11%，为三年多来最强劲增幅，超过一半的收入来自购买车辆用于工作的客户。
Sales rose 11% in the third quarter, the strongest in over three years, with more than half of revenue stemming from customers buying their vehicles for work, Speetzen said.
截至纽约时间上午10:49，Polaris股价上涨9.4%至60.34美元，有望录得自4月以来最大单日涨幅。
Polaris rose 9.4% to $60.34 as of 10:49 a.m. New York time, poised for its biggest increase since April.