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Polaris PII United States — Reportable segment sales

Other geography segments

Canada
$101.5M

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Other financials

Income statement

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Revenue$2.0B+9.2%
Gross profit$478.3M+33.2%
Operating income$148.8M+1,253%
Net income$106.4M+234%
EPS (diluted)$1.82+231%

Balance sheet

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Cash & equivalents$302.1M-6.8%
Total debt$2.0B+6.3%
Total equity$836.5M-29.4%
Total assets$5.2B-3.5%

Cash flow

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Operating cash flow-$320.2M-485%
CapEx$44.1M+8.9%
Free cash flow-$349.9M-835%

Valuation

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Market cap$3.82B+34.6%
Enterprise value$5.5B+25.6%
P/S0.5×+0.1×

Profitability

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Gross margin21.2%+2.0pp
Operating margin-2.6%-3.8pp
Net margin-3.5%-18.9pp
FCF margin2.2%-1.1pp

Returns & leverage

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Return on equity-25.8%-51.1pp
Debt / equity2.4×+0.8×
Current ratio1.2×+0.2×

Where this comes from

Reported directly by Polaris in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Polaris’s 10-Q, filed July 28, 2026.

Filed
Jul 28, 2026, 3:39 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001628280-26-050104
Line itemPolaris PowersportsMarineAixam & GoupilCorporateTotal
PG&A491.90.210.60.7503.4
Total revenue$1,715.2$179.5$85.8$42.3$2,022.8
Revenue by geography
United States$1,437.1$175.4$41.3$1,653.8
Canada97.73.70.1101.5
EMEA97.785.80.1183.6
APLA82.70.40.883.9
Total revenue$1,715.2$179.5$85.8$42.3$2,022.8

Item 1 – FINANCIAL STATEMENTS

FAQ

What is Polaris's united states — reportable segment sales?
Polaris (PII) reported united states — reportable segment sales of $1.65B in Q2 2026.
How has Polaris's united states — reportable segment sales changed year-over-year?
Polaris's united states — reportable segment sales increased by 11.9% year-over-year, from $1.48B to $1.65B.
What is the long-term trend for Polaris's united states — reportable segment sales?
Over 4 years (2021 to 2025), Polaris's united states — reportable segment sales has grown at a -3.3% compound annual growth rate (CAGR), from $6.47B to $5.66B.
What does united states — reportable segment sales mean?
This metric represents the total revenue generated from the sale of vehicles, parts, garments, and accessories within the United States geographic market. It serves as a primary indicator of the company's domestic market penetration and consumer demand for its off-road, on-road, and marine product portfolios. Tracking this figure allows investors to assess the health of the company's core regional business and its ability to navigate domestic economic cycles.

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