---
schema_version: "secwatch.filing_event.v1"
accession: "0000793952-26-000029"
form_type: "8-K"
ticker: "HOG"
cik: "0000793952"
company_name: "HARLEY-DAVIDSON, INC."
filed_at: "2026-05-05T23:59:59+00:00"
generated_at: "2026-05-14T23:39:50.565028+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Harley-Davidson Q1 EPS $0.22, revenue $1.17B; operating income down 85%

## Summary
- 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.

## SEC filing metadata
- accession: 0000793952-26-000029
- form_type: 8-K
- ticker: HOG
- cik: 0000793952
- company_name: HARLEY-DAVIDSON, INC.
- filed_at: 2026-05-05T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/793952/000079395226000029/0000793952-26-000029-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/793952/000079395226000029/hog-20260505.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000793952-26-000029
- JSON: https://secwatch.observer/filing/0000793952-26-000029.json
- Plain text: https://secwatch.observer/filing/0000793952-26-000029.txt

## Key facts
- Earnings Releases
  HARLEY-DAVIDSON, INC. reported first quarter 2026 results: revenue $1,173, net income $25, EPS $0.22. Guidance reaffirmed.
  - Period: first quarter 2026
  - Revenue: $1,173
  - Net income: $25
  - EPS: $0.22
  - Guidance: reaffirmed
  - Result: reported results
  source text: Harley-Davidson, Inc. Consolidated Financial Results $ in millions (except EPS) 1st quarter 2026 2025 Change Revenue $1,173 $1,329 -12% Operating Income $23 $160 -85% Net Income Attributable to HDI $25 $133 -81% Diluted EPS $0.22 $1.07 -79%
  evidence_url: https://www.sec.gov/Archives/edgar/data/793952/000079395226000029/0000793952-26-000029-index.htm

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