---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-049902"
form_type: "8-K"
ticker: "PII"
cik: "0000931015"
company_name: "Polaris Inc."
filed_at: "2026-07-27T23:24:21+00:00"
generated_at: "2026-07-28T10:05:48.568428+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Polaris Q2 2026 EPS $1.82 ($1.97 adj); sales up 9% YoY; raises FY guidance

## Summary
- 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.

## SEC filing metadata
- accession: 0001628280-26-049902
- form_type: 8-K
- ticker: PII
- cik: 0000931015
- company_name: Polaris Inc.
- filed_at: 2026-07-27T23:24:21+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/931015/000162828026049902/0001628280-26-049902-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/931015/000162828026049902/pii-20260728.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-049902
- JSON: https://secwatch.observer/filing/0001628280-26-049902.json
- Plain text: https://secwatch.observer/filing/0001628280-26-049902.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.