Polaris Inc. filings document the financial reporting, governance and capital-structure disclosures of a NYSE-listed powersports manufacturer. Form 8-K reports include quarterly and annual earnings releases, operating highlights for off-road vehicles and snowmobiles, dividend and guidance-related disclosures, material events, and exhibits tied to financing activity.
Polaris proxy and current-report filings also cover annual meeting voting results, board elections and changes, executive compensation, amendments to the 2024 Omnibus Incentive Plan, registered common stock, public senior notes, underwriting agreements, indenture documents, portfolio actions, material impairments and other risk and governance matters affecting the company.
Polaris Inc. reported third-quarter sales of $2,042.6 million, up 11% from $1,841.6 million a year earlier, and net income attributable to Polaris of $38.4 million versus a $15.8 million loss. Gross profit rose 14% to $432.4 million; adjusted EBITDA was $180.0 million, up 28%, with an 8.8% margin versus 7.6%.
Management attributed higher sales primarily to increased shipments and higher net pricing, partly offset by the Indian Motorcycle divestiture and product mix. Higher net pricing, favorable operating costs and tariff refunds contributed to the gross profit increase, partly offset by higher commodity costs and incremental tariff expense. The company recognized an $83.7 million year-to-date benefit related to tariff claims, supplier amounts and interest, and said it had collected substantially all refunds for claims submitted to date. The Indian Motorcycle sale closed February 2, 2026, and resulted in a $14.0 million incremental pretax loss during the first nine months.
For the first nine months, operating cash flow was $291.8 million, compared with $562.3 million a year earlier; management attributed the decline primarily to working capital remaining consistent rather than decreasing as it had in the prior-year period. At September 30, 2026, cash and cash equivalents were $301.7 million, financing obligations were $1,628.4 million, and Polaris was in compliance with all debt covenants.
Polaris Inc. reported third-quarter 2026 sales of $2,042.6 million, up 11% from a year earlier. Net income attributable to Polaris was $38.4 million, compared with a $15.8 million loss in Q3 2025; diluted EPS was $0.66 versus a $0.28 loss. Adjusted diluted EPS was $1.08, compared with $0.41.
North America sales rose 14% to $1,815 million, while international sales fell 11% to $228 million. Gross profit margin was 21.2%, up 52 basis points from Q3 2025. Net cash provided by operating activities for the nine months ended September 30, 2026 was $291.8 million, compared with $562.3 million in the corresponding 2025 period.
Polaris raised full-year 2026 adjusted sales guidance to $7.55 billion–$7.60 billion from $7.30 billion–$7.50 billion, and adjusted EPS guidance to $3.50–$3.60 from $3.00–$3.10. Approximately $1.09 of adjusted EPS guidance is attributed to tariff refunds recorded in the second and third quarters; third-quarter results included $10 million of tariff refunds, which benefited adjusted EPS by $0.13.
Gwynne Shotwell, a director of Polaris Inc., acquired 608.65 Common Stock Equivalents (CSEs) on October 1, 2026, under the company’s Deferred Compensation Plan for Directors after electing to defer her quarterly cash retainer. Each CSE may be settled in one share of common stock. Her reported post-transaction balance was 30,441.37 shares and share equivalents, including the newly credited CSEs and 346.36 CSEs and deferred stock units acquired through the plan’s dividend reinvestment feature.
Polaris Inc. director Dustin J. Semach acquired 632.52 Common Stock Equivalents (CSEs) on October 1, 2026, at a reported price of $52.37 per share. The CSEs were credited to his account under the Deferred Compensation Plan for Directors in connection with his election to defer his quarterly cash retainer; each CSE may be settled in one common share. His reported post-transaction amount was 1,218.54, including the new CSEs and 6.80 CSEs and deferred stock units acquired through dividend reinvestment.
Polaris Inc. director Bernd F. Kessler acquired 656.39 Common Stock Equivalents on October 1, 2026, under the Deferred Compensation Plan for Directors in connection with his election to defer his quarterly cash retainer. Each equivalent may be settled in one share of common stock. His reported post-transaction total was 64,242.26 shares; the total includes the newly acquired equivalents and units acquired through the plan’s dividend reinvestment feature.
Polaris Inc. director Gwenne A. Henricks acquired 608.65 Common Stock Equivalents (CSEs) on October 1, 2026, under the Deferred Compensation Plan for Directors after electing to defer her quarterly cash retainer. Each CSE may be settled in one share of common stock. Her reported post-transaction amount was 41,863.37 securities; the footnote also identifies 465.03 CSEs and deferred stock units acquired through the plan’s dividend reinvestment feature.
Polaris Inc. director Gary E. Hendrickson acquired 608.65 Common Stock Equivalents (CSEs) on October 1, 2026, through the company's Deferred Compensation Plan for Directors. The credit related to his election to defer his quarterly cash retainer, and each CSE may be settled in one share of common stock. His reported direct holding after the transaction was 61,478.62 shares; the reported total includes the new CSEs and CSEs and deferred stock units from the plan's dividend reinvestment feature.
Polaris Inc. director George W. Bilicic was credited with 692.19 Common Stock Equivalents (CSEs) in his Deferred Compensation Plan for Directors account on October 1, 2026, in connection with his election to defer his quarterly cash retainer. His reported post-transaction balance was 39,168.76 shares, including the new CSEs and 399.95 CSEs and deferred stock units acquired through the plan’s dividend reinvestment feature.
Polaris Inc. (PII) reported that its Chief Financial Officer and Executive Vice President – Finance and Corporate Development, Robert Paul Mack, exercised 23 Deferred Stock Units into 23 shares of common stock on September 1, 2026 under a Supplemental Executive Retirement Plan election. After this settlement, he directly holds 80,515.25 shares of common stock and 2,706.75 Deferred Stock Units. No Rule 10b5-1 trading plan is reported.
Capital World Investors, a division of Capital Research and Management Company and affiliated investment management entities, reports beneficial ownership of 1,609,055 shares of Polaris Inc. common stock. This represents 2.8% of the 56,886,167 shares of Polaris common stock believed to be outstanding.
Capital World Investors has sole voting and dispositive power over all 1,609,055 shares and no shared voting or dispositive power. The filing notes that Capital World Investors now holds 5 percent or less of this class of securities.