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.

• 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.

• 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.

• 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%).

• 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 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%).

• 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.

• 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 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.

• 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).

• 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%).

• 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.

• 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%.

• 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.

• 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