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Company Dossier · Consumer Discretionary

Polaris

PIINYSESt. Paul, US-MN, USMid capWebsite ↗
  • MidCap 400

What Polaris is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.

Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →

The latest read

Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.

  • Revenue over the four quarters to March 31, 2026: $7.27 billion, up 4.3% from a year earlier.SEC EDGAR filings (XBRL)
  • Free cash flow (operating cash flow minus capital expenditure) over the four quarters to March 31, 2026: $0.16 billion, down 30% from a year earlier.SEC EDGAR filings (XBRL)
  • Capital expenditure over the four quarters to March 31, 2026: $0.18 billion, down 22% from a year earlier.SEC EDGAR filings (XBRL)
  • Long-term debt issued in the fiscal year to December 31, 2025: $3.14 billion.SEC EDGAR filings (10-K)
  • Latest earnings call or results release (July 28, 2026): sentiment 0.30 on a −1 to +1 scale (mixed), confidence 0.70 of 1.Palanor Discourse
  • Guidance in the last 90 days: 2 outlook figures raised, 0 lowered, 0 held.Guidance Ledger (8-K results releases)
  • Latest annual report (filed February 13, 2026): 1 risk factor added, 0 removed.Risk Factor Changes (10-K Item 1A)
  • Insiders were net sellers in Q1 2026: $3.9 million on the open market.SEC Form 4
  • 478 institutional managers reported a position at June 30, 2026 (+31 on the quarter before).SEC Form 13F
  • H-1B filings certified in Q2 2026: 4 (7 a year earlier).U.S. Department of Labor (OFLC)

Company Posture

How Company Posture is measured →

Company Posture covers S&P 500 companies.

Credit

How these are built →

Polaris's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.

Bonds priced, last 12 months

$0.5B

U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.

PricedAmountCouponMaturesSpreadYield
Nov 5, 2025$500M5.600%2031 (5y)+185bp5.615%
Nov 9, 2023$500M6.950%2029 (5y)+255bp7.178%

From the pricing term sheets Polaris filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.

Charts

Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.

Cash flow

Business

Polaris: free cash flow, trailing twelve months

Operating cash flow minus capital expenditure, $ billions, from SEC filings

$0.16BData to Mar 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Polaris: operating cash flow and capital expenditure

Trailing twelve months, $ billions, from SEC filings

Data to Mar 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Polaris: revenue, trailing twelve months

$ billions, from SEC filings

$7.3BData to Mar 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Capital returned and raised

Business

Polaris: share buybacks by fiscal year

Cash paid to repurchase common stock, $ billions, from the 10-K

$0.00BData to Dec 2025
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Polaris: debt issued and repaid by fiscal year

Long-term debt, $ billions, from the 10-K

Data to Dec 2025
ImageDataU.S. Securities and Exchange Commission, EDGAR

What the company says

Business

Polaris: guidance raised minus lowered

Guidance Ledger statements by quarter

2.0Data 22 days ago
ImageDataGuidance Ledger by Palanor · source: SEC EDGAR
Business

Polaris: earnings call sentiment

Palanor Discourse score per call, −1 to +1

0.30Data to Jul 2026
ImageDataPalanor calculation
Business

Polaris: earnings call confidence

Palanor Discourse score per call, 0 to 1

0.70Data to Jul 2026
ImageDataPalanor calculation
Business

Polaris: risk factors added per annual report

New Item 1A risk factors in each 10-K

1.0Data to Feb 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Hiring and ownership

Business

Polaris: H-1B filings certified

Labor Condition Applications by quarter received

4.0Data to Jun 2026
ImageDataU.S. Department of Labor, Office of Foreign Labor Certification disclosure data, dol.gov
Business

Polaris: insider net buying

Open-market purchases minus sales by officers and directors, $ millions, by quarter

−$3.9MData to Mar 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Polaris: institutional holders

Managers reporting a position on Form 13F, by quarter

478.0Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Filings and records

The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.

  1. Oct 20, 2026Lobbying
    Lobbying report (AKIN GUMP STRAUSS HAUER & FELD)third_quarter 2026 · $0.1 million
  2. Oct 20, 2026Lobbying
    Lobbying report (BGR GOVERNMENT AFFAIRS)third_quarter 2026 · $0.1 million
  3. Oct 20, 2026Lobbying
    Lobbying report (BUCHANAN INGERSOLL & ROONEY PC)third_quarter 2026
  4. Oct 20, 2026Lobbying
    Lobbying report (POLARIS INDUSTRIES)third_quarter 2026 · $0.8 million
  5. Oct 20, 2026Lobbying
    Lobbying report (HUNTON ANDREWS KURTH LLP (FORMERLY HUNTON & WILLIAMS LLP))third_quarter 2026 · $0.2 million
  6. Oct 19, 2026Lobbying
    Lobbying report (NORTHSTAR EK LLC)third_quarter 2026 · $0.1 million
  7. Oct 18, 2026Lobbying
    Lobbying report (BALLARD PARTNERS)third_quarter 2026 · $0.1 million
  8. Oct 14, 2026Lobbying
    Lobbying report (BRACEWELL LLP)third_quarter 2026 · $0.0 million
  9. Oct 13, 2026Patent
    Patent granted: VEHICLE HAVING ADJUSTABLE COMPRESSION AND REBOUND DAMPINGUS 12759362
  10. Oct 13, 2026Patent
    Patent granted: ELECTRONIC THROTTLE CONTROL OF SNOWMOBILE WITH TWO-STROKE INTERNAL-COMBUSTION ENGINEUS 12760690
  11. Oct 13, 2026Patent
    Patent granted: VEHICLE EVENT PREVENTION AND MANAGEMENTUS 12759496
  12. Oct 6, 2026Patent
    Patent granted: UTILITY VEHICLEUS 12752864
  13. Oct 6, 2026Patent
    Patent granted: SYSTEMS AND METHODS FOR SMART HELMETUS 12751517
  14. Jun 22, 20268-K
    Director or officer changeItem 5.02
  15. May 1, 20268-K
    Director or officer changeItem 5.02
  16. May 1, 20268-K
    Shareholder vote resultsItem 5.07
  17. Feb 13, 202610-K
    Annual report (10-K)1 risk factors added, 0 removed
  18. Jan 9, 20268-K
    Director or officer changeItem 5.02
  19. Oct 14, 20258-K
    Material impairmentItem 2.06
  20. Oct 14, 20258-K
    Director or officer changeItem 5.02
  21. Jul 2, 20258-K
    Material agreement signedItem 1.01
  22. May 5, 20258-K
    Shareholder vote resultsItem 5.07
  23. Feb 18, 202510-K
    Annual report (10-K)0 risk factors added, 0 removed
  24. Dec 19, 20248-K
    Material agreement signedItem 1.01
  25. Nov 22, 20248-K
    Director or officer changeItem 5.02
  26. Feb 16, 202410-K
    Annual report (10-K)1 risk factors added, 1 removed

Peers

Companies in the same sector in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.

CompanyRevenueFree cash flowThrough
Bath & Body Works, Inc. BBWI$7.2B$1.0BAug 1, 2026
Hyatt Hotels H$7.2B$0.3BJun 30, 2026
Wynn Resorts WYNN$7.4B$0.8BJun 30, 2026
Garmin GRMN$7.5B$1.4BMar 28, 2026
Somnigroup International SGI$7.6B$0.8BJun 30, 2026
Tapestry, Inc. TPR$8.0B$1.8BJun 27, 2026
Williams-Sonoma, Inc. WSM$8.0B$1.3BAug 2, 2026
Dillard's DDS$6.5B$0.6BAug 1, 2026

Identity

SEC CIK
931015
LEI
549300QJSN8UVWN1EI78
Wikidata
Q1850587

Built from SEC EDGAR filings (public domain), the Guidance and KPI Ledgers, Palanor Discourse, U.S. Department of Labor filings, USPTO, USAspending and Senate lobbying records, and rights-checked news headlines. Updated nightly; this page was built Oct 22, 2026. How the Dossier is built

S&P 500, S&P 100, S&P MidCap 400 and Dow Jones Industrial Average are trademarks of S&P Dow Jones Indices LLC or its affiliates; Nasdaq-100 is a trademark of Nasdaq, Inc.; Russell 1000 is a trademark of FTSE Russell. Membership is shown for identification only. Palanor is not affiliated with or endorsed by the index owners.

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