secwatch.observer — SEC 8-K summary
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Issuer:     HARLEY-DAVIDSON, INC. (HOG)
CIK:        0000793952
Form:       8-K
Filed at:   2023-10-26T23:59:59+00:00
Accession:  0000793952-23-000167
Event type: earnings
Sentiment:  negative
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/793952/000079395223000167/0000793952-23-000167-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/793952/000079395223000167/hog-20231026.htm
  HTML page:      https://secwatch.observer/filing/0000793952-23-000167

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