{"schema_version":"secwatch.filing_event.v1","accession":"0000793952-26-000055","form_type":"8-K","ticker":"HOG","cik":"0000793952","company_name":"HARLEY-DAVIDSON, INC.","filed_at":"2026-07-23T10:50:04+00:00","discovered_at":"2026-07-23T10:55:00.256047+00:00","generated_at":"2026-07-23T10:55:16.850068+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Harley-Davidson Q2 net income down 26% to $80M; raises full-year guidance on HDMC strength","bullets":["Q2 diluted EPS $0.75, down 15% YoY; revenue $1.23B, down 6% on HDFS shift to capital-light model.","HDMC revenue up 6% to $1.1B; operating income up 18% to $72M; adjusted EBITDA margin 10.4% vs 9.3%.","HDFS operating income fell 69% to $22M on $117M revenue (-55%) after sale of loan assets in H2 2025.","North American retail sales up 3% to 29,751 units; global retail up 1% to 42,500; dealer inventory down 17%.","Raised FY 2026 guidance: HDMC retail/wholesale 133.5k-138.5k; HDMC op income $10M-$50M; HDFS op income $55M-$65M."],"urls":{"canonical":"https://secwatch.observer/filing/0000793952-26-000055","json":"https://secwatch.observer/filing/0000793952-26-000055.json","markdown":"https://secwatch.observer/filing/0000793952-26-000055.md","text":"https://secwatch.observer/filing/0000793952-26-000055.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/793952/000079395226000055/0000793952-26-000055-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/793952/000079395226000055/hog-20260723.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-07-23T10:55:16.850068+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}