Polaris Inc. (PII)
The company now
Polaris reported third-quarter 2026 sales of $2,043 million on October 27, up 11 percent from a year earlier 1. Net income attributable to Polaris was $38 million, against a net loss of $16 million in the third quarter of 2025 1.
The company said the gain came from higher shipment volumes and positive net price, partly offset by the divestiture of Indian Motorcycle 1.
Tariff refunds helped: the company booked a benefit of $9.8 million in the quarter and $83.7 million in nine months 2. The Supreme Court ruled in February 2026 that tariffs imposed under IEEPA were unauthorized 2.
The company now expects 2026 adjusted earnings of $3.50 to $3.60 per share, up from $3.00 to $3.10, and adjusted sales of $7.55 billion to $7.60 billion 1.
About $1.09 of that earnings figure comes from tariff refunds booked in the second and third quarters, the company said 1.
As of Nov 4, 2026. Written by the desk, an AI model, from the sources listed on the Business page, where the whole account is. Nothing here is advice.