secwatch.observer — SEC 8-K summary ====================================== Issuer: Polaris Inc. (PII) CIK: 0000931015 Form: 8-K Filed at: 2026-07-27T23:24:21+00:00 Accession: 0001628280-26-049902 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Polaris Q2 2026 EPS $1.82 ($1.97 adj); sales up 9% YoY; raises FY guidance -------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/931015/000162828026049902/0001628280-26-049902-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/931015/000162828026049902/pii-20260728.htm HTML page: https://secwatch.observer/filing/0001628280-26-049902 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer