Oct 26, 6:21 PM ET
Polaris reported third quarter 2026 sales of $2,043 million, up 11% from a year earlier, and diluted EPS of $0.66 versus a loss of $0.28 a year earlier. The company raised its full-year 2026 adjusted EPS guidance to $3.50 to $3.60 from $3.00 to $3.10, and raised adjusted sales guidance to $7.55 billion to $7.60 billion from $7.30 billion to $7.50 billion. Shareholders benefit from stronger sales and profit, though about $1.09 of the adjusted EPS guidance comes from tariff refunds recorded in the second and third quarters.
- Q3 2026 sales were $2,043 million, up 11%; North America sales rose 14% to $1,815 million.
- Q3 diluted EPS was $0.66 (net income attributable to Polaris of $38.4 million), compared with a $0.28 loss per share a year earlier; adjusted diluted EPS was $1.08 versus $0.41.
- Q3 results include $10 million of tariff refunds, which added $0.13 to adjusted EPS.
- Full-year 2026 adjusted EPS guidance is $3.50 to $3.60, up from $3.00 to $3.10; the company said about $1.09 of this is attributed to tariff refunds.
Read the filing on SEC.gov ↗
Jul 27, 7:24 PM ET
Polaris reported second quarter 2026 sales of $2,023 million, up 9% from a year earlier, and diluted EPS of $1.82 versus a loss of $1.39 per share in the prior-year quarter. The company raised its 2026 adjusted EPS guidance to $3.00 to $3.10 from $1.60 to $1.70, of which about $0.96 comes from tariff refunds recorded in the second quarter, so shareholders should weigh that one-time benefit against the higher outlook.
- Q2 2026 sales were $2,023 million, up 9%; North America sales rose 11% to $1,755 million.
- Reported diluted EPS was $1.82 versus a $1.39 loss a year earlier; adjusted diluted EPS was $1.97 versus $0.40.
- Q2 results include $74 million of tariff refunds, which benefited adjusted EPS by $0.96.
- 2026 adjusted EPS guidance rose to $3.00 to $3.10 from $1.60 to $1.70; adjusted sales guidance rose to $7.30 billion to $7.50 billion from $7.15 billion to $7.30 billion.
Read the filing on SEC.gov ↗
Jun 22, 8:00 AM ET
Polaris Inc. appointed Dustin J. Semach to its Board of Directors effective June 19, 2026, as a Class III director and a member of the Audit and Compensation Committees. Semach is currently president and CEO of Sealed Air Corporation, and the filing says he has no material related-party interest requiring disclosure.
- Appointed effective June 19, 2026, as a Class III director and member of the Audit and Compensation Committees
- Semach has been president and CEO of Sealed Air Corporation since February 2025 and previously served as its CFO from 2023
- Non-employee director pay changes effective April 30, 2026: Audit Committee member retainer raised to $12,500, Compensation Committee member retainer raised to $10,000, and annual deferred stock unit grant value raised to $175,000
Read the filing on SEC.gov ↗
May 1, 4:01 PM ET
At its April 30, 2026 annual meeting, Polaris stockholders approved an amended and restated 2024 Omnibus Incentive Plan that raises the shares issuable under the plan from 4,325,000 to 8,905,000. Stockholders also elected three Class II directors to three-year terms ending in 2029, approved the executive compensation advisory vote, and ratified Ernst & Young LLP as the auditor for fiscal 2026. The larger share pool expands the shares available for awards under the plan.
- Plan share authorization increased by 4,580,000 shares, from 4,325,000 to 8,905,000.
- The plan amendment received 37,055,736 votes for and 6,446,556 against, with 258,099 abstentions and 7,319,609 broker non-votes.
- George W. Bilicic, Gary E. Hendrickson and Gwenne A. Henricks were elected as Class II directors with terms ending in 2029.
- Ernst & Young LLP was ratified as independent registered public accounting firm for fiscal 2026 with 49,407,749 votes for.
Read the filing on SEC.gov ↗
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