Every 8-K that Polaris Inc. (PII) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow PII and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full PII filings page.
Polaris Inc. reported strong second-quarter 2026 results, with worldwide sales of $2,022.8 million, up 9% from a year earlier, driven by higher shipment volumes, positive net pricing and strength in Utility. Reported diluted EPS was $1.82 versus a prior-year loss, and adjusted diluted EPS rose to $1.97 as gross profit margin expanded to 23.6% (adjusted 23.9%). Results included $74 million of tariff refunds, which increased adjusted EPS by $0.96.
Polaris Powersports sales grew 17% with a 442-basis-point gross margin improvement, while Marine and Aixam & Goupil also delivered higher sales and margins. Total company adjusted EBITDA reached $239.4 million, an 11.8% margin. North America sales increased 11% to $1,755 million, with off-road vehicle retail sales up mid-single digits, ahead of estimated industry growth.
For 2026, the company raised adjusted sales guidance to $7.30–$7.50 billion and adjusted EPS to $3.00–$3.10, up from $7.15–$7.30 billion and $1.60–$1.70. Despite stronger earnings, operating activities used $90.0 million of cash in the first half and adjusted free cash flow was $(143.7) million.
Polaris Inc. appointed Dustin J. Semach to its Board of Directors effective June 19, 2026, as a Class III director serving on the Audit Committee and the Compensation Committee. Semach is president and CEO of Sealed Air Corporation and has extensive finance, technology, and operations experience at multiple global public companies.
As a non-employee director, he will receive standard Polaris director compensation, reflecting recent increases: the annual Audit Committee member retainer rose to $12,500, the annual Compensation Committee member retainer rose to $10,000, and the grant date fair value of the annual deferred stock unit award increased to $175,000.
Polaris Inc. reported the results of its 2026 Annual Meeting of Stockholders held on April 30, 2026. Stockholders approved an amendment and restatement of the Polaris Inc. 2024 Omnibus Incentive Plan, increasing the total shares available under the plan by 4,580,000 shares to 8,905,000 shares.
Three Class II directors — George W. Bilicic, Gary E. Hendrickson and Gwenne A. Henricks — were elected to three-year terms ending in 2029. Stockholders approved, on a non-binding advisory basis, the compensation of named executive officers and approved adoption of the amended and restated Omnibus Incentive Plan. They also ratified the appointment of Ernst & Young LLP as independent registered public accounting firm for fiscal 2026.
Polaris Inc. reported first quarter 2026 sales of $1,658.7 million, up eight percent from 2025, driven by higher shipment volumes, positive pricing and lower promotions. North America sales were $1,426 million, up 10 percent, while international sales of $233 million declined five percent.
Gross profit margin improved to 20.2 percent, up 423 basis points year over year, and adjusted gross margin reached 20.5 percent. The company reported a net loss attributable to Polaris of $47.4 million, or $0.83 per diluted share, versus a $66.8 million loss, or $1.17 per share, a year earlier. Adjusted net income was $7.5 million with adjusted diluted EPS of $0.13.
Adjusted EBITDA increased to $102.8 million, with a 6.2 percent margin. Free cash flow was negative $342.5 million, reflecting working capital and other uses. Polaris reaffirmed full-year 2026 guidance for adjusted sales of $7.15–$7.30 billion and adjusted EPS of $1.60–$1.70.
Polaris Inc. announced that it has released its fourth quarter and full year 2025 financial results for the period ended December 31, 2025. The company published a press release on its website and is hosting a quarterly earnings conference call on January 27, 2026, which is open to the public, with a replay available via webcast. The press release detailing the results is provided as an exhibit to this current report.
Polaris Inc. reported that board member Kevin M. Farr will resign from its Board of Directors, effective January 14, 2026. Farr has served on the Board since 2013 and is currently Chair of the Audit Committee and a member of the Compensation Committee. The company stated that his decision to resign was not due to any disagreement with Polaris, its management, the Board, or any Board committee regarding operations, policies, or practices, and expressed gratitude for his years of service and guidance.
Polaris Inc. issued $500,000,000 aggregate principal amount of 5.600% Senior Notes due 2031 in a public offering under its Form S-3 shelf registration. The transaction was executed pursuant to an underwriting agreement with BofA Securities, Wells Fargo Securities, MUFG Securities Americas, and U.S. Bancorp Investments as representatives of the underwriters.
The notes are governed by an Indenture dated November 16, 2023, as supplemented by a Second Supplemental Indenture dated November 13, 2025, with U.S. Bank Trust Company, National Association, as trustee. The company filed the underwriting agreement, the supplemental indenture (including the form of note), and related legal opinions as exhibits.
Polaris Inc. (PII) announced its third‑quarter 2025 results for the period ended September 30, 2025. The company published a press release on October 28, 2025 and held its quarterly earnings conference call the same day. A replay is available via the webcast link on its investor relations website.
The press release is furnished as Exhibit 99.1. The filing lists the cover page Inline XBRL as Exhibit 104.
Polaris Inc. (PII) plans to separate and sell its Indian Motorcycle business, which will be classified as held for sale. Assets tied to the business will be recorded at fair value less estimated transaction costs. The company expects estimated pre-tax impairment charges of $275–$325 million, or $230–$280 million net of an expected $45 million tax benefit. The majority of these charges are expected to be recorded in Q4 2025 and include future cash expenditures of approximately $100 million. Polaris also furnished a press release previewing preliminary results for the quarter ended September 30, 2025.
In connection with the transaction, Michael D. Dougherty, President of On Road and International, notified the company of his intention to retire upon closing. Upon closing, he will be eligible for a transaction bonus equal to four times his then-current base salary and his 2025 annual bonus based on the greater of target and actual performance, with equity awards treated under the retirement provisions of his existing severance agreement, in each case subject to his continued employment through closing.
Polaris Inc. (NYSE: PII) filed an 8-K to disclose two capital-structure actions dated June 27, 2025:
- Amendment No. 9 to the Fourth Amended & Restated Credit Agreement. Key changes include: (i) extension of the incremental term-loan maturity to June 26, 2026; (ii) temporary modification of financial covenants for the quarters ending June 30, 2025 through June 30, 2026 (the “Covenant Relief Period”); (iii) restrictions during that period on share repurchases, non-regular dividends (regular payouts remain but are capped) and additional indebtedness at certain subsidiaries; and (iv) a springing security provision requiring liens on substantially all domestic personal property if the company loses investment-grade ratings from at least two agencies.
- Full prepayment of $350 million senior notes due 2028. The notes were retired using borrowings under the revolving credit facility, shifting the debt mix toward floating-rate, short-term bank credit.
The amended facility continues to carry customary covenants and default provisions, and all other terms remain generally consistent with the prior credit agreement.
Investment takeaways: The maturity extension and covenant relief should enhance near-term liquidity flexibility, while the note prepayment removes a fixed-rate obligation three years early, potentially lowering interest expense but increasing floating-rate exposure. Restrictions on capital returns and the potential for secured debt if ratings deteriorate introduce some shareholder and credit-profile constraints.