Polaris INC

Market Movers (8-K)

NYSE
Polaris Inc. stockholders approved the amendment of the 2024 Omnibus Incentive Plan and re-elected three Class II directors at the 2026 Annual Meeting.
NYSE
Polaris Inc. announced fourth quarter sales rose nine percent, but reported a significant net loss for both the quarter and full year 2025, while providing positive 2026 guidance.
Worse than expected
NYSE
Kevin M. Farr, a long-serving director and Audit Committee Chair, will resign from Polaris Inc.'s Board effective January 14, 2026.
NYSE
Polaris Inc. has successfully issued $500 million in 5.600% Senior Notes due 2031 to fund general corporate purposes.
Capital raise
NYSE
Polaris Inc. reported a 7% increase in third-quarter sales to $1.842 billion, but posted a diluted loss per share of $0.28, while reintroducing full-year 2025 adjusted sales and EPS guidance.
Worse than expected
NYSE
Polaris Inc. announced its decision to separate its Indian Motorcycle business, selling a majority stake to Carolwood LP, a move expected to enhance Polaris's financial margins and focus.
Better than expected

Quarterly Earnings (10-Q)

NYSE
Polaris Inc. announced a significant increase in Q2 2026 sales and a return to profitability, driven by higher shipments, favorable pricing, and substantial tariff refunds.
Better than expected
NYSE
Polaris Inc. reported an 8% increase in first-quarter sales to $1.66 billion, driven by higher shipments and pricing, while net loss attributable to the company narrowed to $47.4 million.
NYSE
Polaris Inc. reported a net loss for the third quarter and year-to-date periods of 2025, driven by significant impairment charges and the planned divestiture of its Indian Motorcycle business.
Worse than expected
NYSE
Polaris Inc. reported a significant net loss of $79.3 million in the second quarter of 2025, driven by decreased sales, unfavorable product mix, and substantial goodwill and strategic investment impairment charges.
Worse than expected
Delay expected
NYSE
Polaris Inc. reported a net loss for Q1 2025, driven by decreased sales across all segments and increased promotional costs.
Worse than expected
NYSE
Polaris Inc. experienced a substantial decrease in sales and profitability during the third quarter of 2024, primarily due to reduced shipments and increased promotional costs.
Worse than expected

Annual Reports (10-K)

NYSE
Polaris Inc. posted a significant net loss of $465.5 million in 2025, primarily driven by impairment charges from the Indian Motorcycle business divestiture and goodwill write-downs, despite flat sales.
Capital raise
Worse than expected
NYSE
Polaris Inc.'s 2024 annual report reveals a 20% decrease in sales to $7.2 billion, driven by lower shipments and increased promotional activities across all segments.
Worse than expected
NYSE
Polaris Inc.'s 2023 10-K filing reveals a record year for sales, alongside strategic investments and a focus on long-term growth.
Worse than expected

Insider Trading (Form 4)

NYSE
Polaris Inc. director Gwenne A. Henricks has deferred her quarterly cash retainer, receiving common stock equivalents under the company's Deferred Compensation Plan.
NYSE
Polaris Inc. director George W. Bilicic acquired 560.02 Common Stock Equivalents under the company's Deferred Compensation Plan for Directors.
NYSE
Polaris Inc. Director Gwynne Shotwell acquired 492.43 Common Stock Equivalents under a deferred compensation plan.
NYSE
Robert Paul Mack, CFO of Polaris Inc., reported a transaction involving deferred stock units and common stock on June 1, 2026.
NYSE
Polaris Inc. SVP-CHRO James P. Williams transferred 34,104 deferred stock units within the company's Supplemental Executive Retirement Plan.
NYSE
Polaris Inc. executive Matthew S. Winings reported a transaction involving the sale of common stock, with shares withheld for tax obligations.

Proxy Statements (Def-14A)

NYSE
Polaris Inc. reports flat sales and a net loss in 2025 amidst challenging tariffs and consumer confidence, while divesting Indian Motorcycle and proposing an expanded incentive plan.
Worse than expected
NYSE
Polaris Inc. announces its 2025 Annual Meeting of Stockholders to be held on May 1, 2025, outlining key proposals for shareholder voting.
NYSE
Polaris Inc.'s proxy statement highlights the company's strategic response to a pressured powersports industry, emphasizing dealer relationships, innovation, and operational enhancements while maintaining a commitment to stockholder value through dividend increases and enhanced corporate governance disclosures.
Worse than expected
NYSE
Polaris Inc. has filed a definitive proxy statement with the Securities and Exchange Commission.
NYSE
Polaris Inc.'s proxy statement details proposals for the 2024 Annual Meeting, including director elections, executive compensation approval, and adoption of a new omnibus incentive plan.
Worse than expected

Schedule 13G - Passive Investments

NYSE
Vanguard Portfolio Management has reported a beneficial ownership of 5.17% in Polaris Inc. common stock as of June 30, 2026.
NYSE
Vanguard Capital Management has reported a beneficial ownership of 5.01% in Polaris Inc., holding 2,852,179 shares.
NYSE
State Street Corporation has filed a Schedule 13G, reporting beneficial ownership of 4.5% of Polaris Inc. common stock as of March 31, 2026.
NYSE
Capital World Investors has disclosed a beneficial ownership of 3,897,663 shares, representing 6.9% of Polaris Inc.'s common stock as of March 31, 2026.
NYSE
The Vanguard Group has reported a 0% beneficial ownership in Polaris Inc. following an internal realignment, disaggregating its reporting.
NYSE
State Street Corporation has disclosed a 5.6% passive beneficial ownership stake in Polaris Inc., holding over 3.1 million shares.