secwatch.observer — SEC 8-K summary
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Issuer:     HARLEY-DAVIDSON, INC. (HOG)
CIK:        0000793952
Form:       8-K
Filed at:   2026-02-10T23:59:59+00:00
Accession:  0000793952-26-000004
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 5.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Harley-Davidson Q4 diluted EPS loss $2.44, FY25 revenue down 14%; provides weak 2026 outlook
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/793952/000079395226000004/0000793952-26-000004-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/793952/000079395226000004/hog-20260209.htm
  HTML page:      https://secwatch.observer/filing/0000793952-26-000004

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