{"filings":[{"id":1894803,"accession_number":"0001628280-26-049902","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2026-07-27T23:24:21+00:00","items":["2.02","9.01"],"status":"ready","headline":"Polaris Q2 2026 EPS $1.82 ($1.97 adj); sales up 9% YoY; raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 sales $2,023M (+9% YoY); North America sales up 11% to $1,755M.","Reported diluted EPS $1.82 vs net loss of $1.39 in Q2 2025; adjusted EPS $1.97.","Gross margin 23.6% (+426 bps); includes $74M tariff refunds benefiting adj EPS by $0.96.","ORV retail sales up 5% (ex-Youth); market share gains in off-road vehicles.","Raises FY 2026 adj EPS guidance to $3.00-$3.10 from $1.60-$1.70; adj sales to $7.30-$7.50B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1177286,"accession_number":"0001628280-26-044485","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2026-06-22T12:00:07+00:00","items":["5.02","9.01"],"status":"ready","headline":"Polaris appoints Dustin J. Semach to board, effective June 19, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Semach is President and CEO of Sealed Air Corporation, appointed Feb 2025.","He will serve on the Audit Committee and Compensation Committee.","Semach brings over 20 years of experience in strategy, finance, and technology.","Polaris issued a press release on June 22, 2026, announcing the appointment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99869,"accession_number":"0001628280-26-029305","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2026-05-01T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Polaris shareholders approve 4.58M share increase in 2024 Omnibus Incentive Plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved amendment increasing shares available under 2024 Omnibus Incentive Plan by 4,580,000 to 8,905,000 total.","Three Class II directors elected for three-year terms: Bilicic, Hendrickson, Henricks.","Non-binding advisory vote on executive compensation passed (39.2M for, 4.3M against).","Ernst & Young LLP ratified as independent auditor for fiscal 2026 with 49.4M votes for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99868,"accession_number":"0001628280-26-027677","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2026-04-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Polaris Q1 sales up 8% to $1.66B; net loss narrows to $47M; adjusted EPS $0.13","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Sales $1.66B (+8% YoY); North America +10%, international -5%.","Net loss attributable $47M (diluted loss $0.83) vs $67M loss last year; adjusted net income $7.5M, adj EPS $0.13.","Gross margin 20.2% (+423 bps); adjusted gross margin 20.5% (+389 bps) driven by mix, net price, efficiencies offsetting tariffs.","ORV retail sales up 3% in North America; market share gains in ORV and snowmobiles.","Reaffirms FY2026 adjusted sales $7.15-7.30B and adj EPS $1.60-$1.70."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":1658700000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116144,"accession_number":"0001628280-26-003502","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2026-01-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Polaris Q4 net loss $304M on impairments; guides 2026 adjusted EPS $1.50-$1.60","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 reported net loss $304M ($5.34 per share) vs prior year net income $11M, driven by $288M impairment from Indian Motorcycle hold-for-sale.","Adjusted Q4 EPS $0.08 (down 91% YoY); full year adjusted EPS loss $0.01 on $7.15B sales flat YoY.","Gained market share in all segments for full year 2025; ORV retail up 5% in Q4.","2026 guidance: sales +1-3%, adjusted diluted EPS $1.50-$1.60, vs 2025 adjusted loss $0.01.","Q4 sales up 9% to $1.92B; gross margin down 40bps to 20.0% due to tariffs and net price."],"consensus_eps_estimate":null,"consensus_eps_actual":-8.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":7152000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116143,"accession_number":"0001628280-26-001582","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2026-01-09T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Polaris Inc. director Kevin M. Farr resigns from board effective Jan 14, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kevin M. Farr, Board member since 2013, resigns effective January 14, 2026.","Farr served as Chair of the Audit Committee and member of the Compensation Committee.","Resignation was not due to any disagreement with Company, management, or Board.","Company expresses gratitude for Farr's years of service and guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132579,"accession_number":"0001193125-25-279172","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2025-11-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Polaris issues $500M of 5.600% Senior Notes due 2031","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $500M aggregate principal of 5.600% Senior Notes maturing 2031 on November 13, 2025.","Underwriting agreement dated November 5, 2025 with BofA Securities, Wells Fargo, MUFG, U.S. Bancorp.","Notes supplement indenture dated November 13, 2025 with U.S. Bank Trust as trustee.","Offered via public offering under existing S-3 registration statement (File No. 333-275360)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132578,"accession_number":"0001628280-25-046532","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2025-10-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Polaris Q3 sales $1.84B (+7% YoY) but reports net loss; guides adj. EPS ~($0.05) for FY2025","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 reported loss per share $(0.28); adjusted EPS $0.41, down 44% YoY.","Sales $1,842M; ORV segment +8%, Marine +20%, On Road -3%.","North America ORV retail +9%; motorcycle retail down mid-single digits.","On Road segment impaired $42.3M in property and equipment.","Full-year guidance: adj. sales $6.9-7.1B, adj. EPS ~($0.05)."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.84,"consensus_revenue_estimate":null,"consensus_revenue_actual":5230100000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132577,"accession_number":"0001628280-25-044839","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2025-10-14T23:59:59+00:00","items":["2.02","2.06","5.02","9.01"],"status":"ready","headline":"Polaris to sell majority stake in Indian Motorcycle to Carolwood; Q3 adj. EPS $0.31-$0.41","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Agreement to sell majority of Indian Motorcycle to Carolwood LP; close expected Q1 2026.","Transaction expected to be accretive to adjusted EBITDA by ~$50M and EPS by ~$1.00 annually.","Preliminary Q3 sales at high end of $1.6-1.8B guidance; adjusted EPS range $0.31-$0.41.","Pre-tax impairment charges of $275M-$325M from held-for-sale classification, mostly Q4.","On Road President Mike Dougherty to retire at close; Carolwood names Mike Kennedy as Indian Motorcycle CEO."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149108,"accession_number":"0001628280-25-036283","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2025-07-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Polaris Q2 net loss $79M; sales down 6%; goodwill impairment hit","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 GAAP net loss $79M ($1.39 loss per share); adjusted net income $23M ($0.40 EPS), down 71% YoY.","Sales $1,853M (-6% YoY); gross margin 19.4% (-223 bps) on negative mix and higher promotions.","Recorded $52.6M goodwill impairment in On Road segment and $49.4M impairment on strategic investment.","Q3 2025 sales guidance $1.6-1.8B; full year guidance withheld due to trade and economic uncertainty.","ORV North America retail flat; Indian Motorcycle retail up low-double digits; market share gains across segments."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":3388500000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149107,"accession_number":"0001628280-25-033840","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2025-07-02T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Polaris amends credit facility, prepays $350M senior notes, extends term loan to 2026","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Prepaid all $350.0M senior notes due 2028 with proceeds from revolving loans under senior credit facilities.","Maturity of incremental term loan extended to June 26, 2026; covenant relief period runs Q2 2025 through Q2 2026.","Limitations during relief: restricts share buybacks and dividends beyond regular quarterly dividends (subject to cap).","If Polaris loses investment-grade rating from two agencies, must grant liens on substantially all domestic personal property.","CFO cites tariff environment as motivation for proactive amendment to enhance financial flexibility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168102,"accession_number":"0001628280-25-022206","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2025-05-05T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Polaris shareholders reject charter amendment to remove 'cause' definition; directors elected","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Class I directors elected: Bernd F. Kessler (32.5M for), Lawrence D. Kingsley (38.7M), Gwynne E. Shotwell (39.1M).","Say-on-pay passed with 29,308,367 votes for and 11,456,383 against.","Proposed charter amendment to eliminate 'cause' definition failed: 40,027,280 for, 803,324 against.","Auditor Ernst & Young ratified for FY2025 with 47,717,145 votes for.","50.2M of 55.9M outstanding shares voted at May 1, 2025 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.15,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168101,"accession_number":"0001628280-25-020396","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2025-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Polaris Q1 net loss $67M, sales down 12%; withdraws FY2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Reported diluted EPS loss $1.17; adjusted loss $0.90; sales $1,536M, down 12% YoY.","Gross margin 16.0%, down 307 bps; net loss $67M vs net income $4M in Q1 2024.","Off Road sales down 10%, On Road down 20%, Marine down 7%; ORV retail down 11%.","Withdraws full year 2025 sales and adjusted earnings guidance due to trade/economic uncertainty.","Q2 2025 sales guidance introduced at $1.6B-$1.8B."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":1535800000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185311,"accession_number":"0001628280-25-002715","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2025-01-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Polaris Q4 sales down 23% YoY; 2024 adj EPS down 65%; guides 2025 sales down 1-4%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 sales $1,755M (-23% YoY); reported diluted EPS $0.19 (-90%); adjusted EPS $0.92 (-54%).","Full year 2024 sales $7,175M (-20%); adjusted EPS $3.25 (-65%).","Off Road segment sales $1,437M (-25%); North America ORV retail flat; industry up mid-single digits.","2025 outlook: sales down 1-4% vs 2024; adjusted EPS down ~65% vs 2024; mix and production headwinds.","Q4 gross margin 20.4% (down 44 bps); adjusted gross margin 21.1% (up 9 bps)."],"consensus_eps_estimate":null,"consensus_eps_actual":1.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":7175400000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201892,"accession_number":"0001628280-24-051958","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2024-12-19T23:59:59+00:00","items":["1.01","2.03"],"status":"ready","headline":"Polaris amends credit: revolver to $1.4B, term loan cut to $500M, note rate +0.5%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolving credit facility increased from $1.0B to $1.4B; term loan reduced by $244M to $500M.","Maturity of both facilities extended to December 13, 2029.","Leverage ratio covenant changed from gross to net leverage ratio in Note Purchase Agreement.","Interest rates on notes increased by 0.50% per annum.","Interest coverage ratio covenant revised to be based on EBITDA to interest expense."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201891,"accession_number":"0001628280-24-048925","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2024-11-22T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Polaris PG&A President Stephen Eastman to retire effective Dec 31, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Stephen L. Eastman, President of Parts, Garments & Accessories and Aftermarket, retiring Dec 31, 2024.","Eastman's responsibilities will be distributed to other leaders effective Jan 1, 2025.","Eastman to stay as strategic advisor through Dec 2025 at current compensation level."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201890,"accession_number":"0001628280-24-043222","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2024-10-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Polaris Q3 sales down 23% YoY, EPS plunge 81%; full-year guidance slashed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 sales $1,722M (-23% YoY); reported EPS $0.49 (-81%), adjusted EPS $0.73 (-73%).","Gross margin fell 204 bps to 20.6%; operating expenses up 355 bps as % of sales.","ORV retail sales down 3%; Marine sales plummeted 36%, On Road down 13%.","FY2024 sales outlook cut to -20% YoY (prior -17% to -20%); adjusted EPS now -65% (prior -56% to -62%)."],"consensus_eps_estimate":null,"consensus_eps_actual":1.76,"consensus_revenue_estimate":null,"consensus_revenue_actual":5420000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217932,"accession_number":"0001628280-24-033146","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2024-07-26T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Polaris adds $400M 364-day term loan facility to repay revolver and for corporate purposes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New incremental 364-day unsecured term loan of $400M entered July 26, 2024, maturing July 25, 2025.","Proceeds to partially repay outstanding revolving loans and for general corporate purposes.","Interest margin: base rate 0.75%–0%; Term SOFR 1.75%–1.00%, depending on net leverage ratio.","Amendment No. 7 to existing credit agreement; lenders include U.S. Bank, Bank of America, MUFG, Wells Fargo, and others.","Covenants and events of default consistent with prior credit agreement; no material adverse change representation made."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217931,"accession_number":"0001628280-24-032498","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2024-07-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Polaris Q2 2024: sales $1.96B (-12%), EPS $1.21 (-48%), FY guidance cut sharply","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 reported sales $1,961M (-12% YoY); reported diluted EPS $1.21 (-48%); adjusted EPS $1.38 (-43%).","Off-Road segment sales -6%, On-Road -19%, Marine -40%; gross margins fell across all segments.","ORV retail -4%, motorcycle retail down low-twenties %; market share flat for ORV and pontoons.","FY2024 guidance lowered: sales now down 17-20% (prev -5 to -7%), adj. EPS down 56-62% (prev -10 to -15%).","CEO cites elevated rates, inflation, cautious dealers; reducing dealer inventory and cutting production."],"consensus_eps_estimate":null,"consensus_eps_actual":1.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":3697600000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217930,"accession_number":"0001628280-24-032271","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2024-07-19T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Polaris President of Off Road Steve Menneto departs; CEO Speetzen assumes direct management of Off Road segment","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Steve Menneto, President of Off Road, leaves Polaris after 27 years for a new career opportunity effective July 19, 2024.","CEO Mike Speetzen will directly manage the Off Road leadership team and segment going forward.","Menneto previously led Motorcycles and spent five years heading Off Road; no successor named."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237859,"accession_number":"0001628280-24-018990","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2024-04-29T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Polaris shareholders approve 2024 Omnibus Incentive Plan and elect directors; say-on-pay passes with 94% support","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders approved 2024 Omnibus Incentive Plan (87.9% for); authorizes 4,325,000 new shares plus rollover from prior plan.","Class III directors elected: Farr (97.5%), Jackson (92.6%), Speetzen (96.8%), Wiehoff (82.7%) for terms ending 2027.","Advisory say-on-pay approved with 94.0% of votes cast in favor.","Ernst & Young ratified as fiscal 2024 auditor with 97.1% support.","Plan uses three-for-one fungible share counting for full-value awards and minimum vesting requirements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237858,"accession_number":"0001628280-24-017193","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2024-04-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Polaris Q1 sales down 20% to $1.74B; adj EPS $0.23 (-89% YoY); reiterates FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Sales $1,736M (-20% YoY); reported EPS $0.07 (-96%), adjusted EPS $0.23 (-89%).","Gross margin 19.0% (-250 bps) on higher promo spend and warranty expense.","Segment sales: Off Road $1,336M (-16%), On Road $277M (-14%), Marine $123M (-53%).","North America ORV retail up 3% (ex-snow); Indian Motorcycle retail up low-teens %.","FY2024 guidance reaffirmed: sales down 5-7%, adjusted EPS down 10-15% vs 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":1736400000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255351,"accession_number":"0001628280-24-002474","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2024-01-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Polaris Q4 sales down 5%; adjusted EPS $1.98, down 43%; 2024 guidance weaker","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 sales $2,289M (-5% YoY); reported EPS $1.81 (-46%); adjusted EPS $1.98 (-43%).","Full year 2023 sales $8,934M (+4% YoY); adjusted EPS $9.16 (-12%).","Off Road segment sales +3% but gross margin -350bps; On Road -24%; Marine -41%.","2024 guidance: sales -5% to -7%, adjusted EPS -10% to -15% vs 2023.","Retail sales up 7% Q4 led by snow and utility ORV; Indian Motorcycle retail down high-teens."],"consensus_eps_estimate":null,"consensus_eps_actual":8.71,"consensus_revenue_estimate":null,"consensus_revenue_actual":8934400000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255350,"accession_number":"0001628280-24-001083","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2024-01-11T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Polaris EVP/CTO Ken Pucel to retire April 2024; realignment deepens business-unit focus","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Pucel retires effective April 12, 2024; will serve as strategic advisor until then.","Tony Kinsman appointed CTO (additional role); will dual-report to CEO and Off Road president.","Sourcing/logistics move under Marc Suarez; Doug Adrian named VP Quality & Operational Excellence.","Changes effective immediately; no severance or financial impact disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272823,"accession_number":"0001140361-23-053649","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2023-11-16T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Polaris issues $500M 6.950% Senior Notes due 2029; proceeds to repay credit facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $500M aggregate principal of 6.950% Senior Notes maturing March 15, 2029.","Net proceeds approximately $492M after underwriting discount, before expenses.","Interest payable semi-annually on March 15 and September 15; first payment March 15, 2024.","Proceeds used to repay indebtedness under credit agreement and for general corporate purposes.","Notes subject to make-whole redemption prior to Feb 15, 2029, and 100% par redemption thereafter."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272822,"accession_number":"0001140361-23-051741","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2023-11-07T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Polaris amends credit agreement, terminates subsidiary guarantees, removes co-borrowers","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Nov 7, 2023: Polaris amended its credit agreement, terminating all subsidiary guarantees and removing Polaris Industries Inc. and Polaris Sales Inc. as co-borrowers.","Subsidiary guarantees under the Master Note Purchase Agreement were also released and discharged.","Amended credit agreement remains with U.S. Bank as admin agent and several lenders including Bank of America, Wells Fargo, JPMorgan.","No Event of Default existed or resulted from the amendment, per company representation.","Amendment includes a release of claims by Polaris against lenders for matters prior to the amendment date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272821,"accession_number":"0000950103-23-015411","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2023-10-26T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Polaris declares $0.65 dividend and authorizes new $1B share repurchase program","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Quarterly cash dividend of $0.65 per share, payable Dec 15, 2023 to holders of record Dec 1, 2023.","Board authorized new $1B share repurchase program, effective immediately, in addition to ~$204M remaining from prior authorization.","Year-to-date repurchases total 1.4 million shares; CFO cites commitment to repurchase at least 10% of outstanding shares.","New repurchase program has no expiration date; timing depends on market conditions and other factors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272820,"accession_number":"0001628280-23-034930","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2023-10-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Polaris Q3 sales down 4% to $2.25B; EPS $2.62; cuts full-year guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Sales $2,248.9M (-4% YoY); reported diluted EPS $2.62 (-17%), adjusted EPS $2.71 (-17%).","Off Road segment sales +6% to $1,844M; Marine -48% to $134M; On Road -19% to $270M.","Gross margin 22.6%, down 127 bps; operating expenses up 4% to $328M.","FY 2023 outlook reduced: sales growth now +3-5% (prev. +3-6%), adj. EPS decline 8-4% (prev. -2% to +3%).","North America retail sales +5% overall; ORV retail +5%, Indian Motorcycle retail down low-teens."],"consensus_eps_estimate":null,"consensus_eps_actual":6.9,"consensus_revenue_estimate":null,"consensus_revenue_actual":6645200000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289671,"accession_number":"0001628280-23-026025","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K/A","filed_at":"2023-07-28T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Polaris board sets annual say-on-pay votes through 2029 following shareholder frequency vote","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board determined to hold annual advisory vote on executive compensation until next required frequency vote.","Next required vote on frequency of say-on-pay will occur no later than the 2029 annual meeting.","Decision follows the say-on-frequency vote at the April 27, 2023 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289672,"accession_number":"0001628280-23-025490","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2023-07-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Polaris Q2 sales up 7% to $2.22B; EPS flat YoY; raises full-year sales guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income from cont. ops. $134M (-5%), diluted EPS $2.32 (-1%); adjusted EPS $2.42 flat.","Sales $2,217M (+7%); Off Road +9%, On Road +21%, Marine -18%.","Off Road retail unit sales up 14% in NA; On Road (Indian Motorcycle) retail up >40%.","Full-year sales guidance raised to up 3-6% (prior flat to +5%); adj. EPS guidance narrowed to -2% to +3%.","Gross margin down 22 bps to 22.8%; operating expenses up 13% to $330M."],"consensus_eps_estimate":null,"consensus_eps_actual":4.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":4396300000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310528,"accession_number":"0001628280-23-014634","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2023-05-01T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Polaris shareholders approve reincorporation to Delaware; exclusive forum provision rejected","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Reincorporation from Minnesota to Delaware approved with 44,032,890 for (77.27% of outstanding).","Exclusive forum provision in Delaware bylaws rejected: 22,425,318 for, 23,161,556 against (39.35% of outstanding).","Officer exculpation provision approved: 36,916,205 for (64.78% of outstanding).","Directors elected: Bilicic 95.27%, Hendrickson 82.31%, Henricks 98.55% as Class II for three-year terms.","Non-binding say-on-pay passed (94.95% for); annual frequency for future advisory votes selected (97.98% for one year)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310527,"accession_number":"0001628280-23-012612","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2023-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Polaris Q1 sales up 22% to $2.18B; adjusted EPS $2.05 beats prior year by 55%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Sales of $2,180M (+22% YoY); North America sales up 24% to $1,842M, international up 16%.","Reported diluted EPS $1.95 (+61% YoY); adjusted diluted EPS $2.05 (+55% YoY).","Gross margin 21.5% (+172 bps reported); Off Road segment sales $1,592M (+19%), On Road $324M (+42%), Marine $264M (+25%).","North America ORV retail down 10% vs industry down low-double digits; Indian Motorcycle retail flat vs industry down low-double digits.","2023 guidance reaffirmed: sales flat to +5%, adjusted EPS -3% to +3% vs 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":1.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":2179700000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":329187,"accession_number":"0001628280-23-001772","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2023-01-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Polaris reports record Q4 sales of $2.4B, adjusted EPS $3.46; FY 2022 sales record $8.59B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q4 2022 sales $2,404M (+21% YoY); FY 2022 sales $8,589M (+15% YoY).","Q4 adjusted diluted EPS $3.46 (+57% YoY); reported EPS $3.36 (+129% YoY). Full year adjusted EPS $10.40 (+15%).","Segment: Off Road sales +19%, On Road +29%, Marine +36%; gross margins expanded in all segments.","Q4 retail sales down 6% YoY; ORV down mid-single digits, Indian Motorcycle up low-single digits.","2023 guidance: sales flat to +5%, adjusted EPS -3% to +3% vs 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":7.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":8589000000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":346805,"accession_number":"0001104659-22-128694","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2022-12-20T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Polaris amends credit facility: extends $500M term loan to Dec 2023, switches LIBOR to SOFR","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Maturity of $500M incremental 364-day term loan extended to December 15, 2023.","LIBOR replaced by Term SOFR plus 10 basis point credit spread adjustment for USD advances.","Applicable margin on term loan adjusted to match other term loans under the facility.","Amendment fee of 0.025% of the aggregate 2021 Incremental Term Loan principal paid to lenders.","New domestic borrower (Polaris Industries Inc.) added as a borrower."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":346804,"accession_number":"0001157523-22-001368","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2022-10-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Polaris Q3 sales up 32% to $2.34B; adjusted EPS $3.25 beats; raises FY sales growth guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Sales $2,341M (+32% YoY); reported EPS $3.17 (+69%), adjusted EPS $3.25 (+64%).","Off-Road segment sales +33% to $1,746M; North America ORV retail down high-single digits.","On-Road sales +30% to $334M; Indian Motorcycle retail up high-single digits.","Marine sales +42% to $260M; gross margin down 91 bps to 21.5%.","FY2022 sales growth guidance raised to 15-16% (from 13-16%); adjusted EPS unchanged at $10.10-$10.30."],"consensus_eps_estimate":null,"consensus_eps_actual":4.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":6184900000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":363182,"accession_number":"0001157523-22-000894","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2022-07-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Polaris Q2 sales up 8% to $2.06B, EPS down 5%; raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 sales $2,063M, +8% YoY; net income $142M (-9%); diluted EPS $2.34 (-5%).","Adjusted EPS $2.42 (-7%); gross margin 23.0% (-303 bps) on inflation and supply chain.","North America ORV retail down mid-20% YoY; Indian Motorcycle retail down low-40%.","FY 2022 sales guidance raised to +13-16% (prior +12-15%); adj. EPS $10.10-$10.30 (+11-14%).","Marine segment sales surged 38% to $273M; gross margin improved 39 bps."],"consensus_eps_estimate":null,"consensus_eps_actual":1.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":3844300000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":363181,"accession_number":"0001628280-22-018348","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2022-07-01T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Polaris completes sale of Transamerican Auto Parts to Wheel Pros","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Sale closed July 1, 2022 to Wheel Pros LLC, backed by Clearlake Capital.","No financial terms of the previously announced divestiture were disclosed in this filing.","Transamerican Auto Parts business was sold as part of Polaris portfolio realignment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382926,"accession_number":"0001628280-22-017368","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2022-06-16T23:59:59+00:00","items":["2.06"],"status":"ready","headline":"Polaris expects ~$185M pre-tax impairment from sale of Transamerican Auto Parts","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Definitive agreement to sell Transamerican Auto Parts; business classified as held for sale and discontinued operations.","Estimated pre-tax impairment loss of approximately $185 million.","Net loss after expected $45 million tax benefit is about $140 million.","No material future cash expenditures anticipated from the impairment charge."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382925,"accession_number":"0001628280-22-011945","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2022-05-03T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Polaris shareholders elect three Class I directors, ratify auditor, approve say-on-pay","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Bernd F. Kessler elected with 95.52% votes for; Lawrence D. Kingsley with 97.48%; Gwynne E. Shotwell with 99.16%.","Ernst & Young LLP ratified as independent auditor for fiscal 2022 with 98.53% votes for.","Non-binding advisory approval of named executive officer compensation received 93.00% votes for.","Total shares voted: 53,857,450 out of 59,476,826 outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382924,"accession_number":"0001157523-22-000468","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2022-04-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Polaris Q1 EPS $1.14 (-46% YoY); sales flat at $1.96B; gross margin down 438 bps","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Reported EPS $1.14 (adjusted $1.29) vs $2.11 YoY; net income $70M down 48%.","Sales $1,957M flat YoY; North America retail sales down 22% due to supply chain.","Gross profit margin 20.3% contracted 438 bps from 24.7% on higher input costs.","Off-Road segment sales up 2% but gross margin down 721 bps to 19.2%; ORV retail down high-twenties.","Full-year guidance maintained: sales $9.2-9.5B, adj EPS $10.10-10.40."],"consensus_eps_estimate":null,"consensus_eps_actual":1.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":1956800000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400746,"accession_number":"0001157523-22-000084","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2022-01-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Polaris Q4 adj EPS $2.16 (-35% YoY); FY2021 record sales $8.2B; FY2022 adj EPS guidance $10.10-$10.40","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 reported sales $2,170M (+1% YoY); adjusted EPS $2.16 vs $3.34 YoY (-35%); gross margin fell 499 bps to 20.5%.","FY2021 record sales $8,198M (+17%); adjusted EPS $9.13 (record), exceeding prior guidance.","Supply-chain constraints drove higher input costs; ORV NA retail sales down mid-20%s; snowmobile retail down ~30%.","FY2022 guidance: sales $9,215-$9,455M (+12-15%); adjusted EPS $10.10-$10.40 (+11-14%).","Divested GEM/Taylor-Dunn in Q4 with $37M loss; operating cash flow $293.7M (-71%) due to inventory build."],"consensus_eps_estimate":null,"consensus_eps_actual":7.88,"consensus_revenue_estimate":null,"consensus_revenue_actual":8198200000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":419730,"accession_number":"0001104659-21-152169","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2021-12-21T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Polaris adds $500M 364-day unsecured term loan to support capital allocation and share repurchases","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Incremental $500M unsecured 364-day term loan entered Dec 17, 2021; announced Dec 21.","Interest margins: base rate 0%–0.50%, eurocurrency 0.75%–1.50%, based on leverage ratio.","Proceeds for general corporate purposes; provides flexibility for $1B share repurchase authorization.","Facility under existing credit agreement with U.S. Bank as agent; matures Dec 16, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":419729,"accession_number":"0001157523-21-001250","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2021-10-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Polaris Q3 EPS $1.84, revenue flat YoY; cuts FY2021 adjusted EPS guidance to ~$9.00","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 reported sales flat at $1,959.5M; net income $114.6M ($1.84 EPS) down 31% YoY.","North American retail sales fell 24% due to supply chain constraints; ORV sales down 6%.","Full-year FY2021 adjusted EPS guidance lowered to ~$9.00 (from prior); sales guided ~$8.15B (+16% YoY).","Gross margin contracted 359 bps to 23.8% on higher input costs, partially offset by pricing.","Company plans to divest GEM and Taylor-Dunn businesses by year-end."],"consensus_eps_estimate":null,"consensus_eps_actual":6.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":6027800000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":437289,"accession_number":"0001157523-21-000967","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2021-08-02T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Polaris appoints Darryl Jackson to Board of Directors, effective July 29, 2021","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jackson appointed as Class III director and Audit Committee member.","Currently vice president at Hendrick Automotive Group; formerly PwC and Chrysler.","CPA with MBA from Harvard; brings financial and automotive expertise.","Board updated compensation: annual retainer $90,000, DSU award $140,000."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":437288,"accession_number":"0001157523-21-000920","cik":931015,"company_name":"Polaris Inc.","ticker":"PII","form_type":"8-K","filed_at":"2021-07-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Polaris Q2 sales record $2.12B (+40% YoY); raises FY EPS guidance to $9.35-9.60","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 reported EPS $2.52 vs $(3.82) loss prior year; adjusted EPS $2.70 vs $1.30, +108%.","Sales $2,117M, +40% YoY; gross margin 26.0% (+403 bps) on lower promo costs and pricing.","North American retail sales down 28% due to supply constraints, but up 14% vs Q2 2019.","FY2021 EPS guidance raised to $9.35-$9.60 from $7.74 adjusted in 2020; sales $8,375-8,500M (+19-21%).","Repurchased $111M of stock in Q2; debt-to-capital ratio 54%."],"consensus_eps_estimate":null,"consensus_eps_actual":4.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":4068300000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3939367303.3360014,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}