Recent 8-K filings for PII

• July 27, 2026, 7:24 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  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.

• June 22, 2026, 8:00 AM ET leadership materiality 0.30 positive item 5.02item 9.01 ◈ executive_change

  Polaris appoints Dustin J. Semach to board, effective June 19, 2026

  Semach is President and CEO of Sealed Air Corporation, appointed Feb 2025.

• May 1, 2026, 7:59 PM ET other material materiality 0.55 neutral item 5.02item 5.07item 9.01 ◈ Shareholder Votes ×4

  Polaris shareholders approve 4.58M share increase in 2024 Omnibus Incentive Plan

  Shareholders approved amendment increasing shares available under 2024 Omnibus Incentive Plan by 4,580,000 to 8,905,000 total.

• April 28, 2026, 7:59 PM ET earnings materiality 0.60 neutral item 2.02item 9.01 ◈ Earnings Releases

  Polaris Q1 sales up 8% to $1.66B; net loss narrows to $47M; adjusted EPS $0.13

  Sales $1.66B (+8% YoY); North America +10%, international -5%.

• January 27, 2026, 6:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Polaris Q4 net loss $304M on impairments; guides 2026 adjusted EPS $1.50-$1.60

  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.

• January 9, 2026, 6:59 PM ET leadership materiality 0.35 neutral item 5.02

  Polaris Inc. director Kevin M. Farr resigns from board effective Jan 14, 2026

  Kevin M. Farr, Board member since 2013, resigns effective January 14, 2026.

• November 13, 2025, 6:59 PM ET debt materiality 0.55 neutral item 8.01item 9.01

  Polaris issues $500M of 5.600% Senior Notes due 2031

  Issued $500M aggregate principal of 5.600% Senior Notes maturing 2031 on November 13, 2025.

• October 28, 2025, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Polaris Q3 sales $1.84B (+7% YoY) but reports net loss; guides adj. EPS ~($0.05) for FY2025

  Q3 reported loss per share $(0.28); adjusted EPS $0.41, down 44% YoY.

• October 14, 2025, 7:59 PM ET M&A materiality 0.85 positive item 2.02item 2.06item 5.02item 9.01 ◈ Restructurings & Charges

  Polaris to sell majority stake in Indian Motorcycle to Carolwood; Q3 adj. EPS $0.31-$0.41

  Agreement to sell majority of Indian Motorcycle to Carolwood LP; close expected Q1 2026.

• July 29, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Polaris Q2 net loss $79M; sales down 6%; goodwill impairment hit

  Q2 GAAP net loss $79M ($1.39 loss per share); adjusted net income $23M ($0.40 EPS), down 71% YoY.

• July 2, 2025, 7:59 PM ET debt materiality 0.70 neutral item 1.01item 2.03item 8.01item 9.01

  Polaris amends credit facility, prepays $350M senior notes, extends term loan to 2026

  Prepaid all $350.0M senior notes due 2028 with proceeds from revolving loans under senior credit facilities.

• May 5, 2025, 7:59 PM ET other material materiality 0.15 neutral item 5.07item 9.01

  Polaris shareholders reject charter amendment to remove 'cause' definition; directors elected

  Class I directors elected: Bernd F. Kessler (32.5M for), Lawrence D. Kingsley (38.7M), Gwynne E. Shotwell (39.1M).

• April 29, 2025, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Polaris Q1 net loss $67M, sales down 12%; withdraws FY2025 guidance

  Reported diluted EPS loss $1.17; adjusted loss $0.90; sales $1,536M, down 12% YoY.

• January 28, 2025, 6:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Polaris Q4 sales down 23% YoY; 2024 adj EPS down 65%; guides 2025 sales down 1-4%

  Q4 sales $1,755M (-23% YoY); reported diluted EPS $0.19 (-90%); adjusted EPS $0.92 (-54%).

• December 19, 2024, 6:59 PM ET debt materiality 0.55 neutral item 1.01item 2.03

  Polaris amends credit: revolver to $1.4B, term loan cut to $500M, note rate +0.5%

  Revolving credit facility increased from $1.0B to $1.4B; term loan reduced by $244M to $500M.

• November 22, 2024, 6:59 PM ET leadership materiality 0.50 neutral item 5.02 ◈ executive_change

  Polaris PG&A President Stephen Eastman to retire effective Dec 31, 2024

  Stephen L. Eastman, President of Parts, Garments & Accessories and Aftermarket, retiring Dec 31, 2024.

• October 22, 2024, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01

  Polaris Q3 sales down 23% YoY, EPS plunge 81%; full-year guidance slashed

  Q3 sales $1,722M (-23% YoY); reported EPS $0.49 (-81%), adjusted EPS $0.73 (-73%).

• July 26, 2024, 7:59 PM ET debt materiality 0.55 neutral item 1.01item 2.03item 9.01

  Polaris adds $400M 364-day term loan facility to repay revolver and for corporate purposes

  New incremental 364-day unsecured term loan of $400M entered July 26, 2024, maturing July 25, 2025.

• July 23, 2024, 7:59 PM ET earnings materiality 0.90 negative item 2.02item 9.01

  Polaris Q2 2024: sales $1.96B (-12%), EPS $1.21 (-48%), FY guidance cut sharply

  Q2 reported sales $1,961M (-12% YoY); reported diluted EPS $1.21 (-48%); adjusted EPS $1.38 (-43%).

• July 19, 2024, 7:59 PM ET leadership materiality 0.35 neutral item 5.02item 9.01 ◈ executive_change

  Polaris President of Off Road Steve Menneto departs; CEO Speetzen assumes direct management of Off Road segment

  Steve Menneto, President of Off Road, leaves Polaris after 27 years for a new career opportunity effective July 19, 2024.

• April 29, 2024, 7:59 PM ET other material materiality 0.50 neutral item 5.02item 5.07item 9.01 ◈ Shareholder Votes ×4

  Polaris shareholders approve 2024 Omnibus Incentive Plan and elect directors; say-on-pay passes with 94% support

  Stockholders approved 2024 Omnibus Incentive Plan (87.9% for); authorizes 4,325,000 new shares plus rollover from prior plan.

• April 23, 2024, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01 ◈ Earnings Releases

  Polaris Q1 sales down 20% to $1.74B; adj EPS $0.23 (-89% YoY); reiterates FY guidance

  Sales $1,736M (-20% YoY); reported EPS $0.07 (-96%), adjusted EPS $0.23 (-89%).

• January 30, 2024, 6:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01

  Polaris Q4 sales down 5%; adjusted EPS $1.98, down 43%; 2024 guidance weaker

  Q4 sales $2,289M (-5% YoY); reported EPS $1.81 (-46%); adjusted EPS $1.98 (-43%).

• January 11, 2024, 6:59 PM ET leadership materiality 0.60 neutral item 5.02item 7.01item 9.01 ◈ executive_change

  Polaris EVP/CTO Ken Pucel to retire April 2024; realignment deepens business-unit focus

  Pucel retires effective April 12, 2024; will serve as strategic advisor until then.

• November 16, 2023, 6:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 8.01item 9.01 ◈ Debt Financings◈ Material Agreements

  Polaris issues $500M 6.950% Senior Notes due 2029; proceeds to repay credit facility

  Issued $500M aggregate principal of 6.950% Senior Notes maturing March 15, 2029.

• November 7, 2023, 6:59 PM ET debt materiality 0.35 neutral item 1.01item 2.03item 9.01 ◈ Material Agreements

  Polaris amends credit agreement, terminates subsidiary guarantees, removes co-borrowers

  Nov 7, 2023: Polaris amended its credit agreement, terminating all subsidiary guarantees and removing Polaris Industries Inc. and Polaris Sales Inc. as co-borrowers.

• October 26, 2023, 7:59 PM ET other material materiality 0.75 positive item 8.01item 9.01

  Polaris declares $0.65 dividend and authorizes new $1B share repurchase program

  Quarterly cash dividend of $0.65 per share, payable Dec 15, 2023 to holders of record Dec 1, 2023.

• October 24, 2023, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases

  Polaris Q3 sales down 4% to $2.25B; EPS $2.62; cuts full-year guidance

  Sales $2,248.9M (-4% YoY); reported diluted EPS $2.62 (-17%), adjusted EPS $2.71 (-17%).

• July 28, 2023, 7:59 PM ET other materiality 0.15 neutral item 5.07

  Polaris board sets annual say-on-pay votes through 2029 following shareholder frequency vote

  Board determined to hold annual advisory vote on executive compensation until next required frequency vote.

• July 25, 2023, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01 ◈ Earnings Releases

  Polaris Q2 sales up 7% to $2.22B; EPS flat YoY; raises full-year sales guidance

  Net income from cont. ops. $134M (-5%), diluted EPS $2.32 (-1%); adjusted EPS $2.42 flat.

• May 1, 2023, 7:59 PM ET other materiality 0.40 neutral item 5.03item 5.07item 9.01 ◈ Shareholder Votes ×7◈ Governance Changes ×2

  Polaris shareholders approve reincorporation to Delaware; exclusive forum provision rejected

  Reincorporation from Minnesota to Delaware approved with 44,032,890 for (77.27% of outstanding).

• April 25, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Polaris Q1 sales up 22% to $2.18B; adjusted EPS $2.05 beats prior year by 55%

  Sales of $2,180M (+22% YoY); North America sales up 24% to $1,842M, international up 16%.

• January 31, 2023, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Polaris reports record Q4 sales of $2.4B, adjusted EPS $3.46; FY 2022 sales record $8.59B

  Record Q4 2022 sales $2,404M (+21% YoY); FY 2022 sales $8,589M (+15% YoY).

• December 20, 2022, 6:59 PM ET debt materiality 0.50 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings◈ Material Agreements

  Polaris amends credit facility: extends $500M term loan to Dec 2023, switches LIBOR to SOFR

  Maturity of $500M incremental 364-day term loan extended to December 15, 2023.

• October 25, 2022, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Polaris Q3 sales up 32% to $2.34B; adjusted EPS $3.25 beats; raises FY sales growth guidance

  Sales $2,341M (+32% YoY); reported EPS $3.17 (+69%), adjusted EPS $3.25 (+64%).

• July 26, 2022, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Polaris Q2 sales up 8% to $2.06B, EPS down 5%; raises FY guidance

  Q2 sales $2,063M, +8% YoY; net income $142M (-9%); diluted EPS $2.34 (-5%).

• July 1, 2022, 7:59 PM ET other material materiality 0.50 neutral item 8.01

  Polaris completes sale of Transamerican Auto Parts to Wheel Pros

  Sale closed July 1, 2022 to Wheel Pros LLC, backed by Clearlake Capital.

• June 16, 2022, 7:59 PM ET other material materiality 0.65 negative item 2.06

  Polaris expects ~$185M pre-tax impairment from sale of Transamerican Auto Parts

  Definitive agreement to sell Transamerican Auto Parts; business classified as held for sale and discontinued operations.

• May 3, 2022, 7:59 PM ET other material materiality 0.10 neutral item 5.07item 9.01

  Polaris shareholders elect three Class I directors, ratify auditor, approve say-on-pay

  Bernd F. Kessler elected with 95.52% votes for; Lawrence D. Kingsley with 97.48%; Gwynne E. Shotwell with 99.16%.

• April 26, 2022, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Polaris Q1 EPS $1.14 (-46% YoY); sales flat at $1.96B; gross margin down 438 bps

  Reported EPS $1.14 (adjusted $1.29) vs $2.11 YoY; net income $70M down 48%.

• January 25, 2022, 6:59 PM ET earnings materiality 0.80 neutral item 2.02item 9.01

  Polaris Q4 adj EPS $2.16 (-35% YoY); FY2021 record sales $8.2B; FY2022 adj EPS guidance $10.10-$10.40

  Q4 reported sales $2,170M (+1% YoY); adjusted EPS $2.16 vs $3.34 YoY (-35%); gross margin fell 499 bps to 20.5%.

• December 21, 2021, 6:59 PM ET debt materiality 0.50 neutral item 1.01item 2.03item 9.01

  Polaris adds $500M 364-day unsecured term loan to support capital allocation and share repurchases

  Incremental $500M unsecured 364-day term loan entered Dec 17, 2021; announced Dec 21.

• October 26, 2021, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Polaris Q3 EPS $1.84, revenue flat YoY; cuts FY2021 adjusted EPS guidance to ~$9.00

  Q3 reported sales flat at $1,959.5M; net income $114.6M ($1.84 EPS) down 31% YoY.

• August 2, 2021, 7:59 PM ET leadership materiality 0.30 neutral item 5.02item 9.01 ◈ executive_change

  Polaris appoints Darryl Jackson to Board of Directors, effective July 29, 2021

  Jackson appointed as Class III director and Audit Committee member.

• July 27, 2021, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Polaris Q2 sales record $2.12B (+40% YoY); raises FY EPS guidance to $9.35-9.60

  Q2 reported EPS $2.52 vs $(3.82) loss prior year; adjusted EPS $2.70 vs $1.30, +108%.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.70 · Most common event earnings

8 positive 12 negative 25 neutral

source · PII on sec.gov