Harley-Davidson Q2 EPS $0.88, revenue down 19%; announces HDFS partnership with KKR/PIMCO unlocking $1.25B

HARLEY-DAVIDSON, INC.

2025-Q2 EPS reported $1.95 revenue$2,636,308,000

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Withdrawn FY2025 HDMC outlook; HDFS op income guidance raised to $525-550M; LiveWire op loss improved but unit sales -65%.

item 2.02item 7.01item 9.01

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.