Polaris Q2 sales rise 9% to $2.02 billion; 2026 adjusted EPS guidance raised
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.
Key points
- 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.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:39 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 27, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.