Polaris reaffirms FY26 profit as rival BRP cuts outlook

Polaris (PII) surged 15% for its best day in nine months, reaffirming FY2026 guidance despite rival BRP suspending its outlook. Polaris projects 1-3% sales growth and says new tariffs won't impact results. This contrasts with BRP's warning of over $500 million in tariff costs. PII is down 16% YTD, while retail sentiment remains extremely bullish.