Harley-Davidson Q3 EPS $3.10 (+241% YoY) on HDFS transaction; retail sales down 6%

HARLEY-DAVIDSON, INC.

2025-Q3 EPS reported $5.03 revenue$3,977,018,000

Diluted EPS $3.10 vs $0.91; revenue $1.341B (+17% YoY).
Global retail motorcycle sales fell 6% YoY; HDMC operating income down 2% to $54M.
HDFS operating income surged to $439M from $77M due to ~$301M reversal of credit loss allowances.
HDFS partnership with KKR/PIMCO unlocks $1.2B+ discretionary cash; completed sale of ~$6B loan receivables.
Announced $200M accelerated share repurchase (ASR) with Goldman Sachs as part of $1B buyback plan.

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