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Polaris (PII) investor relations material
Polaris AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting opened with welcome remarks and an overview of virtual participation procedures, including voting and question submission instructions.
Notice of the meeting was mailed to stockholders of record, confirming proper notice and agenda availability.
Board and executive committee updates
Directors and a representative from the independent auditor, Ernst & Young, were present and available for questions.
Shareholder proposals
Four proposals were presented: election of Class 2 directors, advisory vote on executive compensation, approval of the amended 2024 Omnibus Incentive Plan, and ratification of Ernst & Young as auditor.
- 8% sales growth, margin gains, adjusted EPS positive, and guidance reaffirmed for 2026.PII
Q1 202628 Apr 2026 - 2026 targets 1–3% sales growth, margin expansion, and EPS $1.50–$1.60 amid tariff headwinds.PII
Q4 202516 Apr 2026 - Shareholders will vote on directors, executive pay, an incentive plan, and auditor ratification.PII
Proxy Filing17 Mar 2026 - Votes will cover director elections, executive pay, incentive plan, and auditor ratification.PII
Proxy Filing17 Mar 2026 - 2026 guidance raised, margins improved, and innovation prioritized despite tariff challenges.PII
47th Annual Raymond James Institutional Investor Conference3 Mar 2026 - Q2 2024 sales and earnings dropped sharply, prompting a significant guidance cut.PII
Q2 20243 Feb 2026 - Sales and earnings dropped 23% and 82% in Q3 2024, driving a lower full-year outlook.PII
Q3 202419 Jan 2026 - Soft demand persists, but innovation and pipeline shifts drive growth and resilience.PII
Morgan Stanley Global Consumer & Retail Conference11 Jan 2026 - 2024 saw steep sales and earnings declines, with further headwinds and cash focus expected in 2025.PII
Q4 20249 Jan 2026
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