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    Megan Claff

    Research Analyst at Morgan Stanley

    Megan Claff is an analyst at Morgan Stanley, though specific details about her job title, companies covered, performance record, career timeline, and credentials could not be verified from publicly available information. No quantitative metrics, rankings, or specific coverage specializations were found, and her LinkedIn profile was not located. There is insufficient information regarding her professional achievements, licensing, or previous career experience.

    Megan Claff's questions to Polaris (PII) leadership

    Megan Claff's questions to Polaris (PII) leadership • Q4 2024

    Question

    Megan Claff of Morgan Stanley requested a breakdown of the approximately $3 EPS headwind for 2025, asking which components were transitory, and inquired about the company's strategic response to a potential large tariff on imports from Mexico and China.

    Answer

    CFO Bob Mack detailed the EPS headwinds, noting the largest factors are the reset of profit-sharing compensation and negative mix, followed by lower volume and a ~$0.20 impact from lower financial services income. CEO Mike Speetzen addressed the tariff question by stating that such a broad tariff would have major economic implications and that Polaris would leverage its diversified manufacturing footprint to adapt over time if necessary.

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