{"filings":[{"id":1306085,"accession_number":"0000793952-26-000050","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2026-06-26T21:00:19+00:00","items":["5.02"],"status":"ready","headline":"Harley-Davidson appoints Gayle Littleton as Chief Legal & Compliance Officer; Paul Krause to advisory role until Sept 1","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Effective June 29, 2026, Paul Krause ceases as Chief Legal, Compliance and Corporate Affairs Officer and Corporate Secretary.","Krause will assume an advisory role until September 1, 2026, then exit the company and receive severance benefits.","Effective June 29, 2026, Gayle Littleton appointed as Chief Legal, Compliance and Corporate Affairs Officer and Corporate Secretary."],"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":0.4,"calibrated_materiality_score":0.4,"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":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},{"id":235862,"accession_number":"0000793952-24-000100","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Harley-Davidson Q1 EPS $1.72, down 16% YoY; revenue -3% to $1.73B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.72 vs $2.04 prior year; net income $235M, down 23% YoY.","Consolidated revenue $1,730M (-3% YoY); HDMC revenue $1,476M (-5%).","HDMC operating margin 16.2% (down 5.4 pts); HDFS operating income -8%.","Global retail motorcycle sales flat; North America up 6% on new Touring models.","FY24 guidance: LiveWire operating loss improved to $105-115M; other targets reaffirmed."],"consensus_eps_estimate":null,"consensus_eps_actual":1.72,"consensus_revenue_estimate":null,"consensus_revenue_actual":1729607000.0,"consensus_period":"2024-Q1","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":253619,"accession_number":"0000793952-24-000044","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2024-02-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Harley-Davidson Q4 loss, EPS $0.18; full-year shipments down 7%; 2024 outlook weak","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 consolidated revenue down 8% to $1.05B; operating loss of $21M vs $4M income a year ago.","HDMC global motorcycle shipments fell 13% in Q4, 7% for full year; operating income down 2% for FY.","HDFS operating income declined 10% in Q4 and 26% for full year on higher credit loss provision.","LiveWire sold 514 electric motorcycles in Q4; operating loss $35M, FY loss $117M.","FY2024 guidance: HDMC revenue flat to down 9%, op margin 12.6%-13.6%; LiveWire loss $115-$125M."],"consensus_eps_estimate":null,"consensus_eps_actual":4.87,"consensus_revenue_estimate":null,"consensus_revenue_actual":5836478000.0,"consensus_period":"2023-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":253618,"accession_number":"0000793952-24-000006","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2024-01-29T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Harley-Davidson names Luke Mansfield CCO as Edel O'Sullivan departs","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Edel O'Sullivan steps down as Chief Commercial Officer of Harley-Davidson Motor Company, effective Feb 9, 2024.","She had served as CCO since Feb 2021; leaving for an opportunity outside the company.","Luke Mansfield appointed CCO effective Feb 12, 2024; previously VP Motorcycle Management since 2020.","Mansfield joined Harley-Davidson in 2018, held VP Chief Strategy Officer role; prior experience at Samsung and PepsiCo."],"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":0.5,"calibrated_materiality_score":0.5,"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":271064,"accession_number":"0000793952-23-000167","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2023-10-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Harley-Davidson Q3 revenue down 6% to $1.55B; EPS $1.38 vs $1.78 YoY; global retail sales -16%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated revenue $1,549M (-6% YoY); operating income $209M (-38%); diluted EPS $1.38 (-22%).","HDMC shipments fell 20% to 45.3k units; revenue -9% to $1,297M; gross margin 31.7% (-2.7 pts).","HDFS revenue +15% to $244M on higher interest income, but operating income -27% to $59M on higher credit loss provision.","LiveWire operating loss $25M; Del Mar production underway; retail electric units to land in Q4.","Company reaffirms FY2023 guidance: HDMC revenue flat to +3%, operating margin 13.9-14.3%, HDFS op income -20 to -25%."],"consensus_eps_estimate":null,"consensus_eps_actual":4.65,"consensus_revenue_estimate":null,"consensus_revenue_actual":4783268000.0,"consensus_period":"2023-Q3","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":287948,"accession_number":"0000793952-23-000161","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K/A","filed_at":"2023-09-28T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Harley-Davidson board adopts annual say-on-pay vote after close advisory vote","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["At May 18, 2023 annual meeting, advisory compensation vote: 56.7M for, 56.5M against (nearly split).","Shareholders voted overwhelmingly for annual frequency of say-on-pay (108.6M votes for 1 year).","Board's HR Committee on Aug 29, 2023 approved annual advisory votes on exec compensation until 2029."],"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":0.25,"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":287949,"accession_number":"0000793952-23-000139","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2023-07-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Harley-Davidson Q2 EPS $1.22, revenue down 2%; revises FY2023 HDMC guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.22, net income $178M (-18% YoY); consolidated revenue $1,446M (-2%).","HDMC shipments down 10% to 42.9k units due to unplanned production suspension; gross margin improved 400bps to 34.8%.","HDFS revenue up 19% to $240M on higher interest income, but operating income down 31% to $59M on higher credit provisions.","Full-year 2023 HDMC guidance revised: revenue growth flat to 3%, op margin 13.9-14.3%; LiveWire unit sales forecast cut to 600-1,000.","Repurchased $156M of shares (4.1M shares) in H1; cash dividends $48M."],"consensus_eps_estimate":null,"consensus_eps_actual":3.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":3234209000.0,"consensus_period":"2023-Q2","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":308315,"accession_number":"0000793952-23-000133","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2023-06-27T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Harley-Davidson appoints Jonathan Root as CFO effective June 26, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jonathan Root named CFO, effective immediately; previously SVP of Harley-Davidson Financial Services.","Root has over 25 years of financial services experience, including roles at Ally Financial and GMAC.","David Viney ceases as interim CFO but remains VP and Treasurer.","Root will be covered under the Executive Severance Plan and a Transition Agreement."],"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":308314,"accession_number":"0000793952-23-000121","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2023-06-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LiveWire appoints Karim Donnez as CEO, succeeding Jochen Zeitz; Zeitz stays chairman","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Karim Donnez becomes LiveWire CEO effective June 12, 2023; succeeds Jochen Zeitz.","Donnez joins from BRP, where he was President of Marine Group; also held roles at Rio Tinto and Accenture.","Zeitz remains non-executive Chairman of LiveWire and continues as Chairman, President, and CEO of Harley-Davidson.","Transition follows an extensive global search; Zeitz had served as CEO since LiveWire's listing on NYSE."],"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":308313,"accession_number":"0000793952-23-000097","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2023-05-22T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Harley-Davidson elects nine directors; say-on-pay vote 50.1% for, 49.9% against","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Nine director nominees elected; Norman Thomas Linebarger had 45.5M withhold (~40% of votes cast against).","Advisory say-on-pay: 56.7M for (50.04%), 56.5M against (49.96%) – near tie.","Shareholders chose 1-year frequency for future say-on-pay votes with 108.6M votes (95.7% of votes cast).","Ratification of Ernst & Young as auditor: 123.3M for, 2.6M against, 0.2M abstentions.","Total shares voted: ~126.1M; broker non-votes of 12.6M on director and say-on-pay proposals."],"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":0.35,"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":308312,"accession_number":"0000793952-23-000071","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2023-04-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Harley-Davidson Q1 revenue up 20% to $1.79B; 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David Viney named Interim CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Gina Goetter will step down as CFO effective April 28, 2023, to pursue another opportunity outside the company.","David Viney, Vice President and Treasurer, will serve as Interim CFO in addition to his Treasurer role.","Viney receives $150,000 bonus upon appointment of a permanent CFO; external search for permanent CFO underway.","Goetter served as CFO since September 2020; Zeitz thanked her for her contributions."],"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":327159,"accession_number":"0000793952-23-000007","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2023-02-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Harley-Davidson Q4 EPS $0.28 (up 100% YoY); full year EPS $4.96; 2023 HDMC rev growth 4-7%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 diluted EPS $0.28 vs $0.14 prior year, up 100%; revenue $1.14B up 12%.","Full year diluted EPS $4.96 (up 18%); HDMC operating margin improved to 13.9% from 10.6%.","HDFS Q4 operating income down 32% to $64M on loss rate normalization; full year down 23%.","2023 guidance: HDMC revenue +4-7%, operating margin 14.1-14.6%; HDFS op income -20-25%; LiveWire loss $115-125M.","Completed carve-out of LiveWire (LVWR); HDI holds 89.4% stake; share repurchases $324M in 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":4.96,"consensus_revenue_estimate":null,"consensus_revenue_actual":5755130000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","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":344894,"accession_number":"0000793952-22-000083","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2022-10-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Harley-Davidson Q3 EPS $1.78 (+70% YoY); revenue $1.65B (+21%); HDMC margin 17.9%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated revenue $1.65B (+21% YoY); GAAP diluted EPS $1.78 (up 70% from $1.05).","HDMC revenue +24%, operating margin 17.9% (+9.5 pts) on 19% higher shipments and pricing.","HDFS operating income fell 24% to $81M due to higher credit loss provision and interest expense.","Reaffirmed FY2022 outlook: HDMC revenue +5-10%, HDMC margin 11-12%, HDFS OpInc -20 to -25%.","LiveWire business combination closed Sep 26; HD retains 89.4% stake; capital investments guided to $170-190M."],"consensus_eps_estimate":null,"consensus_eps_actual":4.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":4612848000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"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":361356,"accession_number":"0001193125-22-255719","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2022-09-30T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Harley-Davidson closes LiveWire SPAC deal; LiveWire starts trading on NYSE under LVWR with $334M gross proceeds","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Business combination with AEA-Bridges Impact Corp. closed on September 26, 2022.","LiveWire receives approximately $334 million in gross proceeds from the transaction.","LiveWire common stock and warrants begin trading on NYSE Sept. 27 under tickers 'LVWR' and 'LVWR WS'.","LiveWire becomes first U.S. EV motorcycle company listed on NYSE; opens reservations for S2 Del Mar.","Transaction was approved by ABIC stockholders at an extraordinary general meeting on Sept. 16, 2022."],"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":361355,"accession_number":"0000793952-22-000060","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2022-08-03T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Harley-Davidson appoints Rafeh Masood to board of directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded from 10 to 11 directors; 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revenue down 4% on production suspension","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS of $1.46, up 10% YoY; net income $216M, up 5%.","Consolidated revenue $1.47B, down 4% YoY; HDMC revenue down 5%.","Motorcycle shipments fell 15% due to two-week production suspension at third-party supplier.","Retail motorcycle sales down 23% worldwide; HDMC operating margin improved to 15.1%.","Company reaffirms 2022 outlook; LiveWire SPAC merger expected to close Sept 26."],"consensus_eps_estimate":null,"consensus_eps_actual":2.91,"consensus_revenue_estimate":null,"consensus_revenue_actual":2964273000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"neutral","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":361353,"accession_number":"0000793952-22-000050","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2022-07-22T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Harley-Davidson SVP Bryan Niketh departs; roles split to Koval and Slaats","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Bryan Niketh leaves role as SVP Product and Operations after 21 years, effective Aug 5, 2022.","Design and Engineering responsibilities assumed by Glen Koval, named VP Motorcycle Development.","Motorcycle Operations (Manufacturing, Supply Chain, Logistics) led on interim basis by Pat Slaats, VP Manufacturing."],"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":0.45,"calibrated_materiality_score":0.45,"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":380638,"accession_number":"0000793952-22-000039","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2022-05-18T23:59:59+00:00","items":["5.02","5.07"],"status":"ready","headline":"HOG shareholders approve aspirational stock plan with price targets $70-$130; say-on-pay fails","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["AIP approved: up to 3M performance shares contingent on stock reaching $70, $90, $110, $130 by 2025.","Say-on-pay advisory vote fails: 70.5M against vs. 48.1M for.","2020 Incentive Plan amended: authorized shares increased to 6.8M from prior.","All 10 director nominees elected, including CEO Jochen Zeitz; broker non-votes 11M.","Ratification of Ernst & Young as auditor passes: 124.4M for, 5.3M 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":0.55,"calibrated_materiality_score":0.55,"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":380637,"accession_number":"0000793952-22-000033","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2022-04-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Harley-Davidson Q1 GAAP EPS $1.45, revenue +5% to $1.5B, reaffirms FY22 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $1.45 vs $1.68 prior year (-14%); net income $223M.","HDMC revenue +6% to $1.3B, driven by pricing and P&A (+11%); operating margin 15.6% (down 2.9 pts).","HDFS operating income -27% on loss reserve normalization; revenue $192M (+1%).","Worldwide retail sales +2% to 45.2K units; North America down 5% on inventory shortages.","Repurchased $248M shares in Q1; LiveWire SPAC merger on track for mid-2022."],"consensus_eps_estimate":null,"consensus_eps_actual":1.45,"consensus_revenue_estimate":null,"consensus_revenue_actual":1495186000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","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":398714,"accession_number":"0000793952-22-000007","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2022-02-08T23:59:59+00:00","items":["2.02","5.03","9.01"],"status":"ready","headline":"Harley-Davidson Q4 revenue +40% to $1.02B, GAAP EPS $0.14 vs loss; full-year EPS $4.19","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2021 revenue $1,016M (+40% YoY); GAAP diluted EPS $0.14 vs. loss of $0.63 in Q4 2020.","Full-year 2021 revenue $5,336M (+32%); GAAP diluted EPS $4.19 (up from $0.01); adjusted EPS $4.21.","HDMC full-year operating margin 9.0% (vs. -5.7% in 2020); HDFS operating income record $415M (+112%).","2022 guidance: HDMC revenue +5-10%, HDMC margin 11-12%; HDFS operating income -20 to -25%; capex $190-220M.","By-laws amended to strengthen majority voting for directors, effective Feb 4, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":4.19,"consensus_revenue_estimate":null,"consensus_revenue_actual":5336308000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","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":398713,"accession_number":"0000793952-22-000003","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2022-02-03T23:59:59+00:00","items":["1.01","5.02","9.01"],"status":"ready","headline":"Harley-Davidson appoints H Partners' Jared Dourdeville to board under cooperation pact","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Appointed Jared Dourdeville to Board; named to Nominating/Governance and Human Resources Committees.","H Partners (owner of 12.6M shares, 8.2% of common) agrees to standstill limiting ownership to 14.99%.","Standstill period runs until later of 30 days before 2023 annual meeting deadline or 10 days after Dourdeville leaves board.","Dourdeville waived director compensation; H Partners will vote for Board's slate at 2022 annual meeting."],"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":0.75,"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":417712,"accession_number":"0000793952-21-000073","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2021-12-23T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Harley-Davidson acknowledges 13D filing by activist H Partners; discussions ongoing","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["H Partners and related parties filed a Schedule 13D with the SEC.","Company confirms discussions with H Partners and expects continued dialogue.","Engagement covers executive compensation, ESG issues, and board refreshment.","No specific actions or agreements disclosed in the filing."],"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":417711,"accession_number":"0001193125-21-358023","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2021-12-15T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Harley-Davidson to spin off LiveWire via SPAC merger with ABIC; enterprise value $1.77B","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Transaction equity value of $1.77B; H-D to receive 161M shares plus up to 12.5M earn-out shares.","H-D commits backstop up to $100M for redemptions and $100M private placement (10M shares at $10).","KYMCO invests $100M PIPE at $10/share and signs 10-year collaboration agreement.","LiveWire to list on NYSE as LVW; deal expected to close by September 30, 2022.","Closing conditions include SPAC shareholder vote, HSR clearance, and minimum $270M available cash."],"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":0.9,"calibrated_materiality_score":0.9,"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":417710,"accession_number":"0001193125-21-354631","cik":793952,"company_name":"HARLEY-DAVIDSON, INC.","ticker":"HOG","form_type":"8-K","filed_at":"2021-12-13T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Harley-Davidson to combine LiveWire EV unit with SPAC ABIC at ~$1.77B enterprise value","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["LiveWire becomes first publicly traded U.S. EV motorcycle company via merger with SPAC ABIC; 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