{"filings":[{"id":723236,"accession_number":"0000793952-26-000038","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2026-05-28T20:41:08+00:00","items":["5.02","5.07"],"status":"ready","headline":"Harley-Davidson shareholders approve increase in incentive plan shares to 12.2M; say-on-pay passes","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved amendment to 2020 Incentive Stock Plan, increasing authorized shares to 12,200,000 (66.9M for, 3.9M against).","Advisory vote on executive compensation passed with 61.1M for, 9.8M against.","All eight director nominees elected; largest vote withheld was for Allan Golston (11.4M).","Ratification of Ernst & Young as auditor passed with 83.0M for.","Shareholder proposal on climate transition plan defeated (15.2M for, 55.3M against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2542229414.825506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98889,"accession_number":"0000793952-26-000029","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Harley-Davidson Q1 EPS $0.22, revenue $1.17B; operating income down 85%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.22 vs $1.07 prior year (-79%); net income $25M vs $133M.","Consolidated revenue $1.173B (-12%); operating income $23M (-85%).","North America retail sales up 14% to 23,803 units; global retail up 8% to 33,507.","HDMC gross margin 25.3% (down 3.9 pts) due to tariffs, pricing, mix; operating margin 1.8% (down 9 pts).","FY 2026 guidance reaffirmed: HDMC retail 130k-135k; HDFS op income $45-60M; LiveWire loss $70-80M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":1172531000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2542229414.825506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114594,"accession_number":"0000793952-26-000014","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2026-03-06T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Harley-Davidson to enter 10b5-1 plan for modest share repurchases","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Company intends to enter Rule 10b5-1 trading plan by March 13, 2026.","Repurchases will be modest amount over coming months, subject to market conditions.","Further update on repurchase approach expected on Q1 2026 earnings call.","In February call, management said they'd be measured in approach while finalizing strategic plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2542229414.825506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114593,"accession_number":"0000793952-26-000004","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2026-02-10T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Harley-Davidson Q4 diluted EPS loss $2.44, FY25 revenue down 14%; provides weak 2026 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY25 diluted EPS $2.78 (down 19% YoY); consolidated revenue $4.47B (-14%); HDMC operating loss $29M vs profit $278M in FY24.","Q4 diluted EPS loss $2.44 (vs loss $0.93); revenue $496M (-28%); HDMC shipments 13,515 units (-4%).","HDFS full-year operating income $490M record high, driven by KKR/PIMCO partnership; $1B dividend to HDI in Q4.","2026 guidance: HDMC retail/wholesale 130-135K units; HDMC operating income -$40M to $10M; HDFS operating income $45-60M."],"consensus_eps_estimate":null,"consensus_eps_actual":2.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":4473175000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2542229414.825506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130963,"accession_number":"0000793952-25-000193","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2025-12-10T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Harley-Davidson appoints Bryan Niketh as COO effective Jan 1, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Bryan Niketh, 48, becomes COO of Harley-Davidson Motor Co. effective Jan 1, 2026.","Previously COO at White River Marine Group (Aug 2022-Sep 2025); SVP Product & Ops at H-D (2020-2022).","Receives $1M one-time cash award; repayable if voluntarily terminates within two years of start date.","Covered under Executive Severance Plan and will enter a Transition Agreement similar to other executives."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2542229414.825506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130962,"accession_number":"0000793952-25-000191","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2025-12-05T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Harley-Davidson CDO Krishnan and CCO Mansfield to depart Dec 31; CFO Root adds CCO role","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jagdish Krishnan (CDO) and Luke Mansfield (CCO) to step down effective December 31, 2025.","Both departures qualify for benefits under the Executive Severance Plan.","CFO Jonathan Root will retain CFO role and add title of CCO, overseeing global commercial operations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2542229414.825506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130961,"accession_number":"0001104659-25-107721","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["1.01","2.01","9.01"],"status":"ready","headline":"Harley-Davidson closes $4.06B motorcycle loan portfolio sale; issues 9.8% of HDFS equity to KKR & PIMCO","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["HDCC sold a portion of its motorcycle loan portfolio to KKR Trust and HDL Trust for $4.06B on October 31, 2025.","HDFS issued 9.8% of its Class A Common Stock: 4.9% to KKR Morrow OpCo Aggregator and 4.9% to PIMCO Entities.","The equity issuance gives KKR and PIMCO minority stakes in Harley-Davidson Financial Services.","Both closings complete transactions previously announced on July 30, 2025, as referenced in the August 5, 2025 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2542229414.825506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130960,"accession_number":"0001104659-25-105891","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Harley-Davidson Q3 EPS $3.10 (+241% YoY) on HDFS transaction; retail sales down 6%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $3.10 vs $0.91; revenue $1.341B (+17% YoY).","Global retail motorcycle sales fell 6% YoY; HDMC operating income down 2% to $54M.","HDFS operating income surged to $439M from $77M due to ~$301M reversal of credit loss allowances.","HDFS partnership with KKR/PIMCO unlocks $1.2B+ discretionary cash; completed sale of ~$6B loan receivables.","Announced $200M accelerated share repurchase (ASR) with Goldman Sachs as part of $1B buyback plan."],"consensus_eps_estimate":null,"consensus_eps_actual":5.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":3977018000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2542229414.825506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147548,"accession_number":"0000793952-25-000184","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2025-09-29T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Harley-Davidson adopts bylaw amendments including exclusive forum provisions for shareholder suits","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board adopted amended bylaws effective Sept 23, 2025; includes universal proxy compliance and enhanced advance notice rules.","New exclusive forum clause designates Wisconsin state courts for internal corporate claims; federal courts for Securities Act claims.","Shareholders must provide expanded background info on nominees and other participants; proxy card color must be non-white.","Updates to notice periods for annual meetings: 90-120 days before if meeting date deviates more than 30/60 days from prior year anniversary."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2542229414.825506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147547,"accession_number":"0000793952-25-000177","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2025-09-15T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Harley-Davidson appoints two new independent directors; two veterans retire","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Sara Levinson and N. Thomas Linebarger retire from Board effective Sept 15, 2025.","Daniel J. Nova (Highland Capital Partners) and Matthew J. Reintjes (YETI CEO) appointed as independent directors, same date.","Nova joins Human Resources, Sustainability, and Nominating committees; Reintjes joins Audit/Finance and Nominating committees.","Board now has nine members; four new independent members added in last three years.","Reintjes is President/CEO of YETI Holdings (NYSE: YETI); Nova is General Partner at Highland Capital Partners."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2542229414.825506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147546,"accession_number":"0001104659-25-075848","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2025-08-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Harley-Davidson sells ~1.75x book HDFS stake to KKR/PIMCO; $1.25B cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["HDFS sells 4.9% equity to KKR and 4.9% to PIMCO (9.8% total) at ~1.75x post-transaction book value.","HDFS sells over $5B of existing retail loan receivables and ~2/3 of future originations for 5 years at a premium.","Transaction unlocks ~$1.25B in discretionary cash; plans $500M buyback and $450M debt reduction.","HDFS retains full control; expects lower 2026 OI but higher ROE and double-digit OI growth from 2027.","Strategic partners to pay servicing fees (1% prime, 2.5% sub-prime) on purchased loans."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2542229414.825506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147545,"accession_number":"0001104659-25-074301","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Harley-Davidson sells $4B motorcycle loan portfolio to KKR and PIMCO; issues 9.8% of HDFS equity.","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Sale of back book assets expected to generate ~$4B net cash proceeds for HDCC; closing targeted by October 2025.","Forward flow agreements commit KKR and PIMCO to buy up to $1B annually of new motorcycle contracts for at least 5 years.","KKR and PIMCO (via Cavendish) each invest $23.3M for 4.9% of HDFS common stock, totaling 9.8% for $46.6M.","HDFS will pay a dividend to parent post-closing, subject to liquidity and book value covenants.","Minority investors get board observer rights, transfer restrictions, and exit options including exchange for HOG stock at 1.75x book value."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2542229414.825506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147544,"accession_number":"0000793952-25-000166","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2025-08-04T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Harley-Davidson appoints Topgolf CEO Arthur Starrs as President and CEO, effective Oct 1, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Arthur Starrs, currently CEO of Topgolf, named President and CEO effective Oct 1, 2025; replaces retiring Jochen Zeitz.","Starrs receives base salary of $1.2M, STIP target 150% of salary, annual LTIP grant valued at $6.5M.","One-time cash award of $2M (repayable if voluntary departure within 12 months); one-time RSU grant of $4.5M.","Pro-rated 2025 equity grant of $1.625M; all equity vests in three equal annual installments.","Troy Alstead, current Presiding Director, succeeds Zeitz as Chairman of the Board on Oct 1, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2542229414.825506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147543,"accession_number":"0000793952-25-000162","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Harley-Davidson Q2 EPS $0.88, revenue down 19%; announces HDFS partnership with KKR/PIMCO unlocking $1.25B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 diluted EPS $0.88 vs $1.63 prior year; net income $108M vs $218M, revenue $1.307B down 19%.","HDMC operating income down 69% to $61M; motorcycle shipments down 28%, retail sales down 15% globally.","HDFS sells 4.9% equity to KKR & PIMCO; will sell ~2/3 of future retail loan originations at premium for 5 years.","Transaction unlocks $1.25B cash; plans $450M debt reduction, $500M buyback in H2 '25, up to $300M for growth.","Withdrawn FY2025 HDMC outlook; HDFS op income guidance raised to $525-550M; LiveWire op loss improved but unit sales -65%."],"consensus_eps_estimate":null,"consensus_eps_actual":1.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":2636308000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2542229414.825506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166207,"accession_number":"0001104659-25-050474","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2025-05-19T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Harley-Davidson 2025 annual meeting votes: directors elected, say-on-pay and auditor ratified","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All nine director nominees re-elected; Jochen Zeitz received 50.8M for vs 48.7M withheld (49% withhold).","Advisory vote on executive compensation passed with 68.5M for, 19.8M against, 11.3M abstain.","Ratification of Ernst & Young as auditor for FY2025 approved with 100.8M for, 1.8M against, 0.4M abstain.","2025 Director Stock Plan approved with 83.8M for, 4.4M against, 11.3M abstain, 3.4M broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":2542229414.825506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166206,"accession_number":"0000793952-25-000113","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2025-05-12T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Harley-Davidson lowers 2025 tariff cost estimate to $30-55M; HDFS transaction progressing","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Original incremental tariff estimate of $75-100M reduced by $45M to $30-55M following U.S.-China Geneva statement.","If tariffs remain at 30% after Aug 12 (vs. revert to 145%), cost drops another $20M to $10-35M.","HDFS transaction (financial services) drawing multiple interested parties; details expected in Q2 2025 earnings.","Company targets HDFS transaction close in Q3 2025, subject to Board approval."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2542229414.825506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166205,"accession_number":"0000793952-25-000108","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Harley-Davidson Q1 EPS $1.07, revenue down 23%; withdraws 2025 outlook on tariff uncertainty","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.07, down 38% YoY from $1.72; revenue $1,329M, down 23%.","Global retail motorcycle sales down 21% YoY, with North America down 24% and APAC down 28%.","HDMC operating margin 10.8% vs 16.2% a year ago; operating income down 51%.","HDFS operating income up 19% to $64M; LiveWire operating loss improved 32% to $20M.","Withdraws full-year 2025 financial outlook due to uncertain global tariff situation and macroeconomic conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":1.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":1329209000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2542229414.825506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166203,"accession_number":"0000793952-25-000089","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K/A","filed_at":"2025-04-15T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Harley-Davidson director Dourdeville resigns after CEO search split; company rebuts claims","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Jared Dourdeville resigned from the board on April 5, 2025, after his preferred CEO candidate failed to get majority independent director support.","CEO search started Q4 2024 with Heidrick & Struggles; Jochen Zeitz plans retirement in 2025, final year of Hardwire plan.","Dourdeville demanded resignation of several directors and CEO; board says he participated in renomination votes then abruptly resigned.","Company accuses Dourdeville of airing confidential board search and campaigning against Harley-Davidson, risking shareholder interests.","Dourdeville is an employee of H Partners, one of the company's largest shareholders; company says H Partners sought extended commitments from board."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2542229414.825506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166204,"accession_number":"0000793952-25-000085","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2025-04-10T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Harley-Davidson director Jared Dourdeville resigns citing governance and succession concerns","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jared Dourdeville resigned from the board on April 5, 2025, citing succession planning and board governance in his resignation letter.","Dourdeville demanded immediate resignation of three directors on April 1; board scheduled a meeting but he resigned before it occurred.","Board evaluated three CEO candidates in late March 2025 but did not extend an offer to any; CEO search continues.","Company disputes Dourdeville's claims, noting he never voted against the board majority until his preferred CEO candidate was rejected.","Board says it will continue engaging with H Partners while exercising independent judgment on behalf of all shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2542229414.825506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183679,"accession_number":"0000793952-25-000005","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2025-02-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Harley-Davidson Q4 EPS loss $0.93, full-year EPS $3.44 down 29%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 consolidated revenue $688M (-35%), operating loss $193M, net loss $117M.","Full-year revenue $5.19B (-11%), operating income $417M (-47%), net income $455M (-36%).","HDMC full-year shipments 148,862 (-17%), operating margin 6.7% (down from 13.6%).","2025 outlook: HDMC revenue flat to down 5%, operating margin 7-8%; HDFS op income down 10-15%.","Global retail sales fell 15% in Q4 and 7% for the year; share repurchases of $450M."],"consensus_eps_estimate":null,"consensus_eps_actual":3.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":5186802000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2542229414.825506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200271,"accession_number":"0000793952-24-000155","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2024-10-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Harley-Davidson Q3 EPS $0.91, revenue down 26%; cuts FY2024 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated revenue $1.15B (-26% YoY); diluted EPS $0.91 vs $1.38 (-34%).","HDMC revenue $876M (-32%) on 39% fewer shipments; gross margin 30.1% (down 1.6 pts).","Global retail sales -13% (North America -10%, EMEA -23%, APAC -16%).","HDFS operating income +29% to $77M on higher interest income and lower credit provisions.","FY2024 guidance lowered: HDMC revenue -14% to -16%; HDMC op margin 7.5-8.5%; HDFS op income +5-10%."],"consensus_eps_estimate":null,"consensus_eps_actual":4.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":4499193000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2542229414.825506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216290,"accession_number":"0000793952-24-000147","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2024-07-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Harley-Davidson Q2 EPS $1.63, revenue +12% to $1.62B; lowers FY2024 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 diluted EPS $1.63 vs $1.22 a year ago; net income $218M (+23% YoY) on revenue $1,619M.","HDMC revenue up 13% to $1,349M; operating margin fell 1.5 pts to 14.7% on higher incentives and manufacturing costs.","HDFS operating income up 21% to $71M; total financing receivables $8.0B (+7% YoY).","Full-year 2024 guidance revised: HDMC revenue now expected down 5-9%; operating margin 10.6-11.6%.","Board authorized $1B share repurchase through 2026; repurchased $200M in H1 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":3.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":3348500000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2542229414.825506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235863,"accession_number":"0000793952-24-000127","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2024-05-21T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Harley-Davidson shareholders reject advisory say-on-pay proposal at 2024 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Say-on-pay failed with 54.1M votes for vs 54.2M against, 0.5M abstentions.","All nine director nominees elected: Troy Alstead, James Farley, Jr., Jochen Zeitz, et al.","Ratification of Ernst & Young as auditor for FY2024 approved: 116.4M for, 2.5M against.","Non-binding vote signals shareholder discontent with executive compensation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.45,"calibrated_materiality_score":0.15,"market_cap_usd":2542229414.825506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}