{"schema_version":"secwatch.filing_event.v1","accession":"0000793952-23-000167","form_type":"8-K","ticker":"HOG","cik":"0000793952","company_name":"HARLEY-DAVIDSON, INC.","filed_at":"2023-10-26T23:59:59+00:00","discovered_at":"2026-05-14T18:03:32.019487+00:00","generated_at":"2026-06-09T09:14:51.130274+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Harley-Davidson Q3 revenue down 6% to $1.55B; EPS $1.38 vs $1.78 YoY; global retail sales -16%","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%."],"urls":{"canonical":"https://secwatch.observer/filing/0000793952-23-000167","json":"https://secwatch.observer/filing/0000793952-23-000167.json","markdown":"https://secwatch.observer/filing/0000793952-23-000167.md","text":"https://secwatch.observer/filing/0000793952-23-000167.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/793952/000079395223000167/0000793952-23-000167-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/793952/000079395223000167/hog-20231026.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T09:14:51.130274+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"82bdbabe2c0028f0bf78bb1b28316590d58df05c","claim":"HARLEY-DAVIDSON, INC. reported third quarter 2023 results: revenue $1,549, net income $199, EPS $1.38. Guidance reaffirmed.","evidence_excerpt":"shares) on a discretionary basis Third Quarter 2023 Results Harley-Davidson, Inc. Consolidated Financial Results $ in millions (except EPS) 3rd quarter 2023 2022 Change Revenue $1,549 $1,649 -6 % Operating Income $209 $339 -38 % Net Income Attributable to HDI $199 $261 -24 % Diluted EPS $1.38 $1.78 -22 % Consolidated revenue was down 6 percent in the third","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/793952/000079395223000167/0000793952-23-000167-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter 2023"},{"label":"Revenue","value":"$1,549"},{"label":"Net income","value":"$199"},{"label":"EPS","value":"$1.38"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}