Welcome to our dedicated page for Polaris SEC filings (Ticker: PII), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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. director Lawrence D. Kingsley received a compensation-related equity award through deferred stock units. On this date, he acquired 2,641 deferred stock units credited under the Amended and Restated Polaris Inc. 2024 Omnibus Incentive Plan, each linked to one share of common stock.
The filing shows a reference price of $66.27 per share and reports that Kingsley now holds a total of 38,268.46 deferred stock units, including this grant and 1,250.35 units added through the dividend reinvestment feature of the company’s Deferred Compensation Plan for Directors.
KESSLER BERND F reported acquisition or exercise transactions in this Form 4 filing.
Polaris Inc. director Bernd F. Kessler received a grant of deferred stock units as equity compensation. The award covers 2,641 deferred stock units valued at $66.27 per unit, granted under the Amended & Restated Polaris Inc. 2024 Omnibus Incentive Plan and credited to the Company's Deferred Compensation Plan for Directors.
Each deferred stock unit may be settled in one share of common stock. Following this award, Kessler directly holds a total of 61,717.77 shares of Polaris common stock, reflecting a routine, compensation-related increase rather than an open-market purchase.
Polaris Inc. director Darryl R. Jackson acquired 2,641 deferred stock units of common stock on a grant or award basis, valued at $66.27 per unit, under the Amended and Restated Polaris Inc. 2024 Omnibus Incentive Plan.
The units are credited to the Company’s Deferred Compensation Plan for Directors, where each unit may be settled in one share of common stock. After this award and additional units from dividend reinvestment, Jackson now holds a total of 12,423.68 deferred stock units under the plan, reflecting routine director compensation rather than an open-market purchase.
Henricks Gwenne A. reported acquisition or exercise transactions in this Form 4 filing.
Polaris Inc. director Gwenne A. Henricks received an award of 2,641 deferred stock units of common stock, valued at $66.27 per unit. The units were granted under the company’s 2024 Omnibus Incentive Plan and credited to the Directors Deferred Compensation Plan, bringing her holdings to 39,921.7 shares.
Polaris Inc. director Gary E. Hendrickson reported an acquisition of stock-based compensation. On this Form 4, he was credited with 2,641 deferred stock units under the Amended & Restated Polaris Inc. 2024 Omnibus Incentive Plan at a reference price of $66.27 per unit.
Each deferred stock unit may be settled in one share of common stock pursuant to the Company's Deferred Compensation Plan for Directors. Following this award, Hendrickson directly holds a total of 59,203.17 shares of Polaris common stock, reflecting routine director compensation rather than an open-market purchase.
Bilicic George W reported acquisition or exercise transactions in this Form 4 filing.
Polaris Inc. director George W. Bilicic received a grant of 2,641 deferred stock units of common stock. The units were credited on April 30, 2026 under the Amended & Restated Polaris Inc. 2024 Omnibus Incentive Plan and the Company’s Deferred Compensation Plan for Directors.
Each deferred stock unit may be settled in one share of Polaris common stock in the future. Following this award, Bilicic’s direct holdings reported in this filing total 37,194.91 shares of common stock-equivalent, reflecting routine, compensation-related equity rather than an open-market share purchase.
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 8% from a year earlier, driven mainly by higher off-road vehicle shipments and better pricing. Gross profit rose to $334.8 million, lifting margin to 20.2% from 16.0% on stronger mix, pricing and lower operational costs despite higher tariffs.
The company still posted a net loss attributable to Polaris of $47.4 million, or $0.83 per diluted share, though this improved from a $66.8 million loss, or $1.17 per share, a year ago. Adjusted EBITDA nearly doubled to $102.8 million, helped by mix, pricing and volume, but results included a $31.6 million loss on disposal groups tied to the February 2026 sale of a majority interest in the Indian Motorcycle business and other assets held for sale.
Operating cash flow swung to an outflow of $320.2 million, reflecting heavy working capital use, while investing cash outflows increased on Indian Motorcycle-related payments and strategic investments. Polaris leaned on its credit facility, ending the quarter with $2,091.0 million of financing obligations, including $593.8 million drawn on the revolving loan and $468.8 million outstanding on the term loan. Product liability accruals increased to $442.3 million, partially offset by $223.9 million of expected insurance recoveries. Management highlighted ongoing tariff headwinds and noted no IEEPA tariff refunds have been recorded.
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. registered a Schedule 13G/A filing showing Capital World Investors beneficially owns 3,897,663 shares of Polaris common stock, equal to 6.9% of 56,615,893 shares believed outstanding. The filing lists sole voting and dispositive power over the 3,897,663 shares.