Company profiles · Losers & Avoid

Polaris (PII): US–Canada Tariff Exposure, Government Contracts, and Risk

LOSERAVOID TIER
Price · Aug 28, 2026 close$63.78
Market cap$3.6B
52-wk rangen/a

Why it’s on the map

Snowmobiles/ORVs: Canada is its largest foreign market; sporting goods on the 338 list.

Government money & contracts

None.

Customers & commercial

Powersports.

Catalysts

Q3.

Risk

Retaliation + demand.

Tariff durability

Loser.