---
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"
generated_at: "2026-06-09T09:14:51.130274+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Harley-Davidson Q3 revenue down 6% to $1.55B; EPS $1.38 vs $1.78 YoY; global retail sales -16%

## Summary
- 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%.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: negative
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000793952-23-000167
- JSON: https://secwatch.observer/filing/0000793952-23-000167.json
- Plain text: https://secwatch.observer/filing/0000793952-23-000167.txt

## Key facts
- Earnings Releases
  HARLEY-DAVIDSON, INC. reported third quarter 2023 results: revenue $1,549, net income $199, EPS $1.38. Guidance reaffirmed.
  - Period: third quarter 2023
  - Revenue: $1,549
  - Net income: $199
  - EPS: $1.38
  - Guidance: reaffirmed
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/793952/000079395223000167/0000793952-23-000167-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.