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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Polaris's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Polaris's regulatory disclosures and financial reporting.
Polaris Inc. reported third‑quarter results with sales of $1,841.6 million, up 7% year over year, and gross profit of $380.3 million, roughly flat at 20.6% of sales. The quarter swung to a net loss of $15.8 million (−$0.28 per diluted share) versus net income of $27.7 million a year ago, driven by a $42.3 million long‑lived asset impairment in the On Road segment, higher incentive compensation, and incremental tariff charges.
Year‑to‑date, sales were $5,230.1 million (down 4%), with a net loss of $161.9 million, including a $52.6 million goodwill impairment for the On Road reporting unit and a $49.4 million impairment of a nonmarketable investment. Operating cash flow strengthened to $562.3 million, aided by working capital improvements. Financing obligations declined to $1,734.6 million, while cash rose to $335.5 million.
After quarter‑end, subsidiaries entered a definitive agreement to sell a majority stake in Indian Motorcycle, expected to close in Q1 2026. The company expects $275–$325 million in pre‑tax charges (approximately $230–$280 million net of an expected $45 million tax benefit), including about $100 million in future cash expenditures.
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. director Gwenne A. Henricks reported on Form 4 that on 10/01/2025 she was credited with 496.51 Common Stock Equivalents (CSEs) under the company's Deferred Compensation Plan for Directors following her election to defer a quarterly cash retainer. The filing shows a price per share of $61.68 and reports 35,464.75 total shares/CSEs beneficially owned after the transaction. The registrant notes the deferred compensation plan permits settlement of each CSE into one share and that 379.86 additional units arose from dividend reinvestment.
Gary E. Hendrickson, a director of Polaris Inc. (PII), reported a change in beneficial ownership dated 10/01/2025. The filing shows 577.58 Common Stock Equivalents (CSEs) were credited to his account under the Company's Deferred Compensation Plan for Directors because he elected to defer his quarterly cash retainer. The report lists a price of $61.68 and states Mr. Hendrickson beneficially owns 54,233.75 shares or equivalents following the transaction. The total in the ownership figure includes the 577.58 newly credited CSEs plus 547.34 CSEs and deferred stock units acquired through dividend reinvestment. The Form 4 was filed as a one-person report and signed on 10/02/2025.
George W. Bilicic, a director of Polaris Inc. (PII), was credited with 567.44 Common Stock Equivalents (CSEs) on 10/01/2025 under the companys Deferred Compensation Plan for Directors after electing to defer his quarterly cash retainer. The filing reports a transaction price of $61.68 and shows 32,719.7 shares beneficially owned following the credit, which includes 316.37 CSEs and deferred stock units from the DC Plans dividend reinvestment feature. The Form 4 was signed by an attorney-in-fact on 10/02/2025.
Gwynne Shotwell, a director of Polaris Inc. (PII), had 496.51 Common Stock Equivalents (CSEs) credited to her account under the companys Deferred Compensation Plan for Directors on 10/01/2025 after she elected to defer her quarterly cash retainer. Each CSE may be settled in one share of common stock and the transaction is reported at a price of $61.68 per share. The filing shows 24,483.8 shares beneficially owned following the transaction; that total includes the newly credited 496.51 CSEs and 269.83 CSEs/deferred stock units acquired under the plans dividend reinvestment feature. The Form 4 was signed via attorney-in-fact on 10/02/2025.
State Street Corporation reports beneficial ownership of 3,137,866 shares of Polaris Inc common stock, equal to 5.6% of the class. The filing shows shared voting power of 2,903,794 shares and shared dispositive power of 3,137,866, with no sole voting or sole dispositive power reported. Holdings are held through multiple State Street Global Advisors entities named in the filing. The filer certifies these securities are held in the ordinary course of business and not for the purpose of changing or influencing control of Polaris.