Inferra AI / Company / PII

Polaris Inc.

PII · Industrials

Last earnings Oct 27, 2026

Key results

Revenuequarter

$100 million

He has expanded our business outside of North America, growing revenue from under $100 million in 2000 to more than $1 billion today, as well as strengthened our On Road businesses within their respective markets, including Indian Motorcycle achieving the No.

SEC original ↗Polaris Inc. — Earnings release (8-K exhibit)EX-99Oct 14, 2025

AI analysis

Q3 2025 · reported Oct 14, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q3 2025
$100M
EX-99 · Oct 14, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Revenue$100 million——

EX-99 · Oct 14, 2025

Guidance · company-stated

Direction: raised

No guidance located in the held release

Outlook statement

“Polaris is raising full year 2026 guidance to adjusted EPS of $3.”

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Dividend$ 0.68

declared and paid a dividend of $ 0.68 and $ 0.67 per share for the three-month periods ended June 30, 2026 and June 30, 2025, respectively.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Upon close, the transaction is expected to be accretive to Polaris annualized adjusted EBITDA by approximately $50 million and to adjusted earnings per share ( EPS ) by approximately $1.00

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

declared and paid a dividend of $ 0.68 and $ 0.67 per share for the three-month periods ended June 30, 2026 and June 30, 2025, respectively.

SEC original ↗Polaris Inc. — 10-Q Quarterly report10-QJul 28, 2026

declared and paid aggregate dividends of $ 1.36 and $ 1.34 per share for the six-month periods ended June 30, 2026 and June 30, 2025, respectively.

SEC original ↗Polaris Inc. — 10-Q Quarterly report10-QJul 28, 2026

As of June 30, 2026 and December 31, 2025, the fair value of the Company s financing obligations was approximately $ 1,975.6 million and $ 1,575.9 million, respectively, and was determined primarily using Level 2 inputs by discounting projected cash flows based on quoted market rates at which similar amounts of debt could currently be borrowed.

SEC original ↗Polaris Inc. — 10-Q Quarterly report10-QJul 28, 2026

Unsecured credit facility.

SEC original ↗Polaris Inc. — 10-Q Quarterly report10-QJul 28, 2026

The Company maintains an unsecured credit facility which consists of a term loan facility (the Term Loan Facility ) and a revolving loan facility (the Revolving Loan Facility ).

SEC original ↗Polaris Inc. — 10-Q Quarterly report10-QJul 28, 2026

An amendment was completed in December 2024 that reduced the Term Loan Facility to $ 500.0 million, of which $ 462.5 million was outstanding as of June 30, 2026, and extended the maturity date of the Term Loan Facility to December 2029.

SEC original ↗Polaris Inc. — 10-Q Quarterly report10-QJul 28, 2026

Strategy & priorities

htm EX-99.1 Document Polaris to Separate Indian Motorcycle into a Standalone Company, Will Sell Majority Stake to Carolwood LP Separation of Indian Motorcycle Sharpens Strategic and Operating Focus for Both Polaris and Indian Motorcycle Enables Polaris to Concentrate Resources on Most Attractive Areas for Profitable Growth Sale Expected to be Accretive to Polaris Adjusted EBITDA Margins and Adjusted Earnings Per Share Polaris President of On Road and International Mike Dougherty Announces Intent to Retire Polaris Provides Preliminary Results for Q3 2025 MINNEAPOLIS (October 13, 2025) Polaris Inc.

SEC original ↗Polaris Inc. — Earnings release (8-K exhibit)EX-99Oct 14, 2025

For Polaris, the sale will further strengthen our focus on the areas of our portfolio that offer the strongest growth potential and allow us to accelerate investments in key initiatives and create wins with customers and dealers.

SEC original ↗Polaris Inc. — Earnings release (8-K exhibit)EX-99Oct 14, 2025

With its current product portfolio, global dealer network, category expertise and manufacturing resources, the Business is well positioned to succeed as a standalone company with a dedicated focus on its industry.

SEC original ↗Polaris Inc. — Earnings release (8-K exhibit)EX-99Oct 14, 2025

We anticipate third quarter adjusted EPS to be in the range of $0.31 to $0.41, which is meaningfully higher than our original expectations, driven by higher-than-expected shipments, strong cost management and ongoing progress within our operational efficiency initiatives.

SEC original ↗Polaris Inc. — Earnings release (8-K exhibit)EX-99Oct 14, 2025

Our statements relating to our preliminary Third Quarter results and other statements that describe our future plans, objectives or goals, such as the benefits of the potential separation of Indian Motorcycle from our portfolio (including the expected impact on margins and adjusted EPS), the expected timing for the completion of the separation, future cash flows and capital requirements, operational initiatives are forward-looking statements that involve certain risks and uncertainties that could cause actual results to differ materially from those forward-looking statements.

SEC original ↗Polaris Inc. — Earnings release (8-K exhibit)EX-99Oct 14, 2025

Risks & headwinds

Our statements relating to our preliminary Third Quarter results and other statements that describe our future plans, objectives or goals, such as the benefits of the potential separation of Indian Motorcycle from our portfolio (including the expected impact on margins and adjusted EPS), the expected timing for the completion of the separation, future cash flows and capital requirements, operational initiatives are forward-looking statements that involve certain risks and uncertainties that could cause actual results to differ materially from those forward-looking statements.

SEC original ↗Polaris Inc. — Earnings release (8-K exhibit)EX-99Oct 14, 2025

The risks and uncertainties discussed in this press release are not exclusive and other factors that we may consider immaterial or do not anticipate may emerge as significant risks and uncertainties.

SEC original ↗Polaris Inc. — Earnings release (8-K exhibit)EX-99Oct 14, 2025

As of June 30, 2026 and December 31, 2025, the Company had an accrual of $ 255.0 million and $ 374.1 million, respectively, for the probable payment of pending claims related to product liability litigation associated with the Company s products.

SEC original ↗Polaris Inc. — 10-Q Quarterly report10-QJul 28, 2026

The Company is subject to lawsuits and claims arising in the normal course of business, including matters related to intellectual property, commercial matters, employment, warranty, product liability claims and putative class actions.

SEC original ↗Polaris Inc. — 10-Q Quarterly report10-QJul 28, 2026

Additional details about certain of the pending class actions and putative class actions are provided in Part II, Item 1 Legal Proceedings.

SEC original ↗Polaris Inc. — 10-Q Quarterly report10-QJul 28, 2026

In the opinion of management, it is presently unlikely that any legal proceedings pending against or involving the Company will have a material adverse effect on the Company s financial position, results of operations, or cash flows.

SEC original ↗Polaris Inc. — 10-Q Quarterly report10-QJul 28, 2026

Documents

Earnings deck slides

0 decks with slide view

Polaris Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Polaris Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Polaris Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Polaris Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Polaris Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Filings

31 documents

Earnings releases

7 documents

Presentations

5 documents

Transcripts

0 documents

No transcripts for Polaris Inc. are held in this edition of the library.

Mentioned by

3 companies

Other tracked companies whose held documents mention Polaris Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.