earnings
confidence high
sentiment positive
materiality 0.75
Harley-Davidson Q2 EPS $0.75, revenue $1.23B; raises FY guidance, corrects HDFS range
HARLEY-DAVIDSON, INC.
- Q2 diluted EPS $0.75 (down 15% YoY); net income $80M (down 26%); revenue $1.23B (down 6%).
- HDMC shipments up 9% to 39,209 units; North America retail up 3% to 29,751 units.
- HDFS operating income fell 69% to $22M on lower receivables after loan asset sales in H2 2025.
- FY 2026 guidance raised: HDMC retail 133.5k-138.5k units; HDMC op income $10M-$50M; HDFS op income $55M-$70M (corrected from $45M-$60M).
- LiveWire operating loss improved 4% to $18M; revenue up 52% to $9M on higher electric bike sales.