secwatch.observer — SEC 8-K summary
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Issuer:     HARLEY-DAVIDSON, INC. (HOG)
CIK:        0000793952
Form:       8-K
Filed at:   2026-05-05T23:59:59+00:00
Accession:  0000793952-26-000029
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/793952/000079395226000029/0000793952-26-000029-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/793952/000079395226000029/hog-20260505.htm
  HTML page:      https://secwatch.observer/filing/0000793952-26-000029

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer