Polaris Says Tariffs Could Become a Competitive Advantage -- WSJ

Dow Jones04-29

By John Keilman

Shares in off-road vehicle maker Polaris jumped after the company indicated that its tariff burden could turn into a competitive advantage.

Polaris has a large factory in Mexico but also makes many of its vehicles in the U.S. That's in contrast to its main competitor, BRP, whose production of Can-Am off-road vehicles is almost entirely based in Mexico.

BRP suspended its full-year guidance earlier this month after the Trump administration imposed a 25% tariff on the total value of imported off-road vehicles, replacing a 50% tariff on the content of metals such as steel. The company said its tariff bill related to the change could top $500 million.

Polaris executives said during an earnings call that they expect tariff costs this year to be $215 million, though they're also seeking a $125 million refund for tariffs that the U.S. Supreme Court ruled to be invalid.

The company beat Wall Street expectations for first-quarter sales and earnings. Shares dipped 6% at the opening bell but are up about 8% in midday trading.

This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage).

(END) Dow Jones Newswires

April 28, 2026 13:27 ET (17:27 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

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