Every material Form 8-K Polaris filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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.
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
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.
Polaris reported first quarter 2026 sales of $1,659 million, up 8% from a year earlier, and a net loss attributable to Polaris of $47 million, or $0.83 per diluted share, compared with a loss of $1.17 per share in the first quarter of 2025. The company reaffirmed its full-year 2026 adjusted sales guidance of $7.15 billion to $7.30 billion and adjusted EPS guidance of $1.60 to $1.70, while adjusted free cash flow was negative $342.5 million for the quarter.
Sales were $1,659 million, up 8%; North America sales rose 10% to $1,426 million, and International sales fell 5% to $233 million.
Reported diluted loss per share was $0.83 versus $1.17 a year earlier; adjusted diluted EPS was $0.13.
Gross profit margin was 20.2%, up 423 basis points; operating expenses rose 29% to $390 million.
Adjusted free cash flow was negative $342.5 million, compared with positive $54.9 million in the first quarter of 2025.
Polaris reported fourth quarter 2025 sales of $1.92 billion, up 9% from a year earlier, but a reported net loss of $304 million, or $5.34 per diluted share, driven by charges tied to the held-for-sale Indian Motorcycle business. The company guided 2026 sales up 1% to 3% and adjusted diluted EPS of $1.50 to $1.60, compared with an adjusted loss of $0.01 in 2025.
Q4 2025 sales were $1.92 billion, up 9% year over year; adjusted Q4 EPS was $0.08.
Q4 reported net loss attributable to Polaris was $304 million ($5.34 per diluted share), versus net income of $11 million ($0.19 per share) in Q4 2024.
Q4 2025 results included $288 million in impairment and other charges tied to the Indian Motorcycle business held for sale.
2026 outlook: sales up 1% to 3% and adjusted diluted EPS of $1.50 to $1.60, versus an adjusted loss of $0.01 in 2025.
Polaris Inc. said director Kevin M. Farr informed the company on January 8, 2026 that he will resign from its Board of Directors, effective January 14, 2026. The filing states the resignation was not due to any disagreement with the company, its management, or the board on operations, policies, or practices.
Kevin M. Farr has served on the Polaris board since 2013.
Farr chairs the board's Audit Committee and sits on the Compensation Committee.
Resignation is effective January 14, 2026; the filing does not name a successor.
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Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Polaris filing is on SEC EDGAR ↗. 8-K briefs of other companies →