earnings
confidence high
sentiment negative
materiality 0.80
Harley-Davidson Q1 EPS $0.22, revenue $1.17B; operating income down 85%
HARLEY-DAVIDSON, INC.
2026-Q1 EPS reported
$0.22
revenue$1,172,531,000
- Diluted EPS $0.22 vs $1.07 prior year (-79%); net income $25M vs $133M.
- Consolidated revenue $1.173B (-12%); operating income $23M (-85%).
- North America retail sales up 14% to 23,803 units; global retail up 8% to 33,507.
- HDMC gross margin 25.3% (down 3.9 pts) due to tariffs, pricing, mix; operating margin 1.8% (down 9 pts).
- FY 2026 guidance reaffirmed: HDMC retail 130k-135k; HDFS op income $45-60M; LiveWire loss $70-80M.