| Disaggregation of Revenue |
The following tables disaggregate the Company's revenue by major product type and geography (in millions): | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Three months ended September 30, 2026 | | Polaris Powersports | | Marine | | Aixam & Goupil | | Corporate | | Total | | Revenue by product type | | | | | | | | | | | Wholegoods | $ | 1,264.3 |
| $ | 133.3 | | $ | 59.1 |
| $ | 18.4 | | $ | 1,475.1 | | PG&A | 557.8 |
| 0.1 | | 8.9 | | 0.7 | | 567.5 | | Total revenue | $ | 1,822.1 |
| $ | 133.4 | | $ | 68.0 |
| $ | 19.1 | | $ | 2,042.6 | |
| | | | | | | | | | Revenue by geography |
| | | | | | | | | | United States | $ | 1,530.6 | | $ | 130.4 | | $ | — | | $ | 16.1 | | $ | 1,677.1 | | Canada | 134.8 | | 2.5 | | — | | 0.1 | | 137.4 | | EMEA | 98.1 | | 0.3 | | 68.0 | | 0.1 | | 166.5 | | APLA | 58.6 | | 0.2 | | — | | 2.8 | | 61.6 | | Total revenue | $ | 1,822.1 | | $ | 133.4 | | $ | 68.0 | | $ | 19.1 | | $ | 2,042.6 | | | | | | | | | | | | Three months ended September 30, 2025 | | Polaris Powersports | | Marine | | Aixam & Goupil | | Corporate | | Total | | Revenue by product type | | | | | | | | | | | Wholegoods | $ | 1,072.9 | | $ | 103.3 | | $ | 68.7 | | $ | 90.7 | | $ | 1,335.6 | | PG&A | 470.3 | | 0.1 | | 8.6 | | 27.0 | | 506.0 | | Total revenue | $ | 1,543.2 | | $ | 103.4 | | $ | 77.3 | | $ | 117.7 | | $ | 1,841.6 | | | | | | | | | | | | Revenue by geography | | | | | | | | | | | United States | $ | 1,327.0 | | $ | 99.6 | | $ | — | | $ | 77.0 | | $ | 1,503.6 | | Canada | 73.2 | | 3.5 | | — | | 5.4 | | 82.1 | | EMEA | 87.6 | | 0.1 | | 77.2 | | 23.9 | | 188.8 | | APLA | 55.4 | | 0.2 | | 0.1 | | 11.4 | | 67.1 | | Total revenue | $ | 1,543.2 | | $ | 103.4 | | $ | 77.3 | | $ | 117.7 | | $ | 1,841.6 |
| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Nine months ended September 30, 2026 | | Polaris Powersports | | Marine | | Aixam & Goupil | | Corporate | | Total | | Revenue by product type | | | | | | | | | | | Wholegoods | $ | 3,478.2 | | $ | 437.8 | | $ | 189.6 | | $ | 103.8 | | $ | 4,209.4 | | PG&A | 1,478.3 | | 0.4 | | 30.9 | | 5.1 | | 1,514.7 | | Total revenue | $ | 4,956.5 | | $ | 438.2 | | $ | 220.5 | | $ | 108.9 | | $ | 5,724.1 | |
| | | | | | | | | | Revenue by geography |
| | | | | | | | | | United States | $ | 4,141.0 | | $ | 428.1 | | $ | — | | $ | 96.1 | | $ | 4,665.2 | | Canada | 320.0 | | 8.9 | | — | | 1.4 | | 330.3 | | EMEA | 287.1 | | 0.4 | | 220.5 | | 5.1 | | 513.1 | | APLA | 208.4 | | 0.8 | | — | | 6.3 | | 215.5 | | Total revenue | $ | 4,956.5 | | $ | 438.2 | | $ | 220.5 | | $ | 108.9 | | $ | 5,724.1 | | | | | | | | | | | | Nine months ended September 30, 2025 | | Polaris Powersports | | Marine | | Aixam & Goupil | | Corporate | | Total | | Revenue by product type | | | | | | | | | | | Wholegoods | $ | 2,989.3 | | $ | 373.7 | | $ | 190.9 | | $ | 312.5 | | $ | 3,866.4 | | PG&A | 1,253.8 | | 0.4 | | 28.7 | | 80.8 | | 1,363.7 | | Total revenue | $ | 4,243.1 | | $ | 374.1 | | $ | 219.6 | | $ | 393.3 | | $ | 5,230.1 | | | | | | | | | | | | Revenue by geography | | | | | | | | | | | United States | $ | 3,550.1 | | $ | 365.8 | | $ | — | | $ | 258.3 | | $ | 4,174.2 | | Canada | 261.5 | | 6.8 | | — | | 17.1 | | 285.4 | | EMEA | 264.8 | | 0.1 | | 219.5 | | 83.0 | | 567.4 | | APLA | 166.7 | | 1.4 | | 0.1 | | 34.9 | | 203.1 | | Total revenue | $ | 4,243.1 | | $ | 374.1 | | $ | 219.6 | | $ | 393.3 | | $ | 5,230.1 |
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| Deferred Revenue, by Arrangement, Disclosure |
The activity in the deferred revenue reserve for ESCs during the periods presented was as follows (in millions): | | | | | | | | | | | | | | | | | | | | | | | | | Three months ended September 30, | | Nine months ended September 30, | | 2026 | | 2025 | | 2026 | | 2025 | | Balance at beginning of period | $ | 113.0 | | | $ | 112.0 | | | $ | 115.4 | | | $ | 111.3 | | | New contracts sold | 9.9 | | | 15.3 | | | 33.1 | | | 38.5 | | | Revenue recognized on existing contracts | (12.4) | | | (13.6) | | | (38.0) | | | (36.1) | | | Balance at end of period | $ | 110.5 | | | $ | 113.7 | | | $ | 110.5 | | | $ | 113.7 | |
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